POINT OF SALE (POS) TRANSACTION PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Product Details: Fetch product information (price, tax rate, stock level) from the Product Data Model using a barcode or ID.
[ ] Get Customer Loyalty Profile: Retrieve existing customer data and loyalty points from the Customer Data Model via phone number or email.
[ ] Create Transaction Entry: Create a new record in the Sales Transactions Data Model containing the header info (timestamp, cashier ID, total amount).
[ ] Create Transaction Line Items: Create individual entries in the Transaction Line Items Data Model for each product scanned in the basket.
[ ] Calculate Subtotal and Tax: Calculate the sum of line items and apply the appropriate VAT/Sales Tax percentage.
[ ] Apply Discounts and Loyalty Deductions: Subtract discount amounts or loyalty point values from the subtotal to arrive at the final payable amount.
[ ] Aggregate Total Basket Value: Sum all 'Price' properties from the Transaction Line Items entries to verify the final transaction total.
[ ] Update Inventory Levels: Decrement the 'Stock Quantity' in the Product Data Model based on the items sold in the transaction.
[ ] Update Customer Loyalty Points: Increment the 'Loyalty Points' field in the Customer Data Model based on the transaction value.
[ ] Create Restock Task: Create a task for the Inventory Manager if the updated stock level falls below the predefined reorder point.
[ ] Send Digital Receipt: Send an email to the customer's email address containing the transaction summary and breakdown.
[ ] Send Transaction Alert: Send an SMS to the customer's registered phone number confirming the purchase and updated loyalty balance.
[ ] Create Payment Record: Create an entry in the Payments Data Model recording the payment method (Cash, Card, Mobile) and authorization code.
[ ] Generate Daily Sales Summary: Create a report at the end of the shift aggregating all Transaction Entries to summarize total revenue and items sold.
[ ] Remove Item from Basket: Delete a specific Line Item entry from the current transaction if the customer changes their mind before checkout.

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