Lab 04 · Omnichannel sale

Scenario: A Riyadh customer buys two items in store and later places an online click-and-collect order. Both transactions must respect the branch, customer group, price list, currency, tax basis, stock reservation, and payment state.

Store POS exercise

1. Open the cashier shift and record the opening float.
2. Scan the item and confirm unit, price source, quantity break, customer group, and MRP ceiling.
3. Apply the permitted discount; do not compound a group list price and blanket group discount without checking the resolver explanation.
4. Calculate tax on the configured basis.
5. Take a split payment: SAR 20 cash and SAR 32 card.
6. Print or send the receipt, then confirm stock and accounting effects.
7. Close the shift and reconcile counted cash, card settlement, refunds, and variance.

Online fulfilment exercise

1. Publish the item only where catalogue, price, stock, and fulfilment rules are ready.
2. Reserve stock for the online order.
3. Choose the fulfilling branch or warehouse.
4. Pick, stage, and mark ready for collection or dispatch.
5. Capture payment state separately from fulfilment state.
6. Handle substitution, cancellation, partial fulfilment, refund, and customer return as distinct events.

Expected accounting conversation

The learner must be able to explain revenue, discount, tax, cash, card-clearing, receivable, stock reduction, cost of sales, refund, and return effects. A payment gateway settlement is not automatically the same event as a customer payment; the reconciliation process must join them using a reference and date.

Negative cases

• Card authorisation succeeds but the POS times out: prevent duplicate charging and reconcile by idempotent reference.
• Stock is reserved but the item is damaged: release or substitute under policy.
• Customer return is outside the allowed window: route for approval.
• A list price beats the customer's blanket discount: show the explanation rather than hiding it.