Back Office

Statements, balances and history that always agree.

The web Back Office runs everything behind the counter. Balances are driven by a ledger, so a customer's statement, history and balance are always the same story.

Back Office control centre showing network latency, sync queue, storage and active cashier sessions

Run the business from one place

Customers and balances

Customer records, credit limits, balances and full transaction history.

Statements and invoices

Produce statements and invoices from the ledger, not from a spreadsheet you have to reconcile first.

Stock and products

Products, barcodes, price lists and stock, shared with every till and your online store.

Pricing and promotions

Retail Standard, Retail Member, Wholesale Standard and tier prices, customer overrides, VAT and tax defaults, and promotions.

Reporting

See what is selling, who owes what, and how each location is doing.

Users and roles

Role permissions, tenant isolation and server-side validation keep each team member to what they need.

Communications log showing email and SMS delivery totals, delivery rate and failed messages to review
Every email and SMS the system sends is tracked with its delivery status.

Example: Monday statements

In the wholesale business Pallet came from, statements used to take someone 3–4 hours every Monday: pulling figures, chasing balances and emailing customers one by one. With every sale, payment and refund posted to one ledger, the statement is simply the ledger for that customer and period. It matches the balance on the till and the history in the Back Office, because they are the same records.

Start selling with PalletPOS.

Sign up, let the setup wizard build your workspace, install the app on your tills and take your first sale.