PortFactory Demo Café
Product features and simple user guide · GST: 27AAAAA0000A1Z5 · 100 Portway Avenue, Demo Plaza
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PortFactory User Guide & Instructions

Simple, clear guide so anyone can run billing, tables, and daily accounts without confusion.

Go to Billing → Go to Tables →
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Recommendation for New Businesses It is highly recommended to complete this setup tutorial in order to understand and operate this software easily.
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Step 1 • Optional

Enter Store & Receipt Details

Customize your shop name, address, and GST number so they appear clearly on customer printed receipts.

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Step 2 • Migration & Import

Migration from Previous Software

Migrating from Vyapar, Petpooja, Tally, Marg, or an Excel-based POS? Set your opening bill number and cumulative sales without losing invoice continuity.

1

Set Starting Bill Sequence & Opening Sales

Under Main Ledger → All Reports → Import / Migration (or /reports/import), enter your last bill number (e.g. Bill #1000) and previous taxable sales. PortFactory will automatically start your new bills from #1001 so your invoice numbering continues seamlessly.

Ready to Migrate from Old POS?
Open the dedicated Migration Tool to configure your legacy bill sequence and cumulative turnover.
Open Migration Tool (/reports/import) →
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Step 3 • Products Setup

Add Categories & Products

Every product belongs to a Category (e.g., Beverages, Snacks, Grocery). First create a category, then add products under it.

1

Create Categories in the Categories Tab

Go to Categories (/categories) to create groups for your menu or inventory.

2

Add Products or Retail Barcode Items

Go to Products (/products) to add item names, prices, GST rates, and stock. For barcode scanning, use Retail Products (/barcode_upload).

3

Bulk Import Catalog & Barcodes via CSV / Excel

Upload your existing product catalog, prices, categories, barcodes, and stock quantities in one batch using Retail Products (/barcode_upload) or the batch import tool.

Setup Completed! You have 5 categories and 10 products in your store database.

Quick Live Creator (Directly saves to your database)

A. Add a Category First:
B. Add a Product Under Category:
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Step 4 • Billing

How to Bill Your Customers

PortFactory gives you two specialized billing workflows designed for speed and simplicity.

Direct Counter Billing

Best for retail shops, takeaway counters, bakeries, grocery stores, and fast checkouts.

  1. Tap or Search: Click product tiles or scan barcode.
  2. Select Payment: Choose Cash, UPI / QR, or Card.
  3. Save & Print: Tap the green button to record sale and print thermal receipt.

🍽️ Table & Restaurant Billing

Best for dine-in restaurants, cafes, food courts, and hospitality venues.

  1. Select Table: Tap any active or open table.
  2. Add Orders / KOT: Send items to the kitchen order ticket.
  3. Settle Bill: Print final bill and collect payment when the guest finishes.
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Step 5 • Hardware Setup

Connect Receipt Printers & Kiosk Mode

Set up thermal receipt printing for 58 mm or 80 mm printers, or enable 1-click silent kiosk printing on Windows, macOS, Android, and iOS.

1

Choose Your Paper Size (58 mm or 80 mm)

Go to Printers & Hardware (/hardware) to select your thermal paper width. Your receipts will automatically adjust column spacing.

2

Download 1-Click Desktop Kiosk Shortcut

Download the 1-Click Kiosk Setup for Windows or macOS to get silent, 0-dialog thermal printing every time you tap Save & Print.

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Direct Billing (Counter Checkout)

Fast and straightforward billing for retail stores, grocery, bakeries, and take-away counters.

1

Select or Search Items

Click on product buttons on the screen or type the item name in the search bar. If you have a barcode scanner, simply scan the product barcode.

2

Adjust Quantity

Use the + and buttons next to the item to increase or decrease the quantity, or click the number to enter the exact amount.

3

Apply Discount (Optional)

If giving a customer offer or festival discount, select a preset discount button or enter a flat ₹ or % discount.

4

Select Payment Method

Click Cash, UPI / QR Code, or Card. The total amount is calculated automatically including GST.

5

Click "Save & Print" or "Save Bill"

Hit the green Save & Print button. Your bill is immediately recorded in the ledger and printed on your thermal printer (or saved digitally if no printer is connected).

Pro Tip

You can use Quick Bill for instant guest counter sales without pre-saving inventory items. It calculates total and GST on the fly!

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Table Billing (Dine-in Restaurants & Cafés)

Track open tables, punch food orders, add running items, and settle bills when guests finish dining.

1

Choose an Available Table

Every business starts with 3 Default Tables (Table 1, Table 2, Table 3). Click on any white AVAILABLE table card to start an order.

2

Enter Customer Name (Optional)

When you click the table, you can type the customer's name (e.g., "Mr. Sharma") for easy identification.

3

Add Ordered Dishes

Select items from your food menu (e.g. Chai, Paneer Tikka, Thali). As items are added, the table turns Green (ACTIVE).

4

Add More Items Anytime

Guests can order more rounds anytime! Simply click their green table again and add more items to their running order.

5

Settle & Generate Final Bill

When the guests request the check, click Generate Bill, pick the payment mode (Cash/UPI), and print the receipt. The table resets back to Available for the next guest!

Table Limits

You have 3 default tables included free. You can expand up to 15 tables maximum with monthly AutoPay (₹90/month per table, cancel anytime).

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Daily Ledger & Sales Reports

Clear visibility into your cash in drawer, UPI collections, daily totals, and bill history.

1

Check Today’s Sales

Go to Ledger or Main Ledger to see today's total revenue, total GST collected, and total number of bills generated.

2

Cash vs UPI Breakdown

The top metric cards show exactly how much cash is in your cash counter vs how much was received via UPI / QR code.

3

View or Reprint Any Bill

Click View on any past bill in the list to see item breakdown or print another receipt copy.

4

Cancel a Wrong Bill

If an employee punched a wrong bill, click Cancel Bill. It marks the bill cancelled with timestamp and reason, keeping your accounts 100% honest.

Security

Every business's ledger is 100% private and isolated. Only your authenticated login can see your store's financial data.

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Stock & Inventory Management

Add products, set prices, record vendor purchases, and prevent running out of fast-selling items.

1

Add Your Products

Go to Products or Stock Dashboard. Click + Add Product. Enter Name, Category, Selling Price, and GST%.

2

Automatic Stock Deduction

Every time an item is sold on Counter Billing or Table Billing, the inventory count automatically decreases.

3

Purchase Entry (Stock In)

When you receive fresh inventory from your wholesaler/supplier, click Purchase Entry, choose the product, and enter the added quantity and purchase cost.

4

Low Stock Alerts

When an item's quantity drops below 5 units, it turns highlighted in orange on the dashboard so you know it's time to reorder.

Barcode Ready

You can upload product barcodes in Retail Products. Once uploaded, simply scanning the barcode at the counter pulls up the product immediately!

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Discounts & Promotional Offers

Create customer discount rules to attract more buyers and reward regular patrons.

1

Create Discount Presets

Click Discounts in the navigation. Click + Add Discount.

2

Choose Percentage (%) or Flat Rupees (₹)

You can set discounts like 10% Off, 20% Festival Offer, or a flat ₹50 Off.

3

One-Click Application in Billing

During billing, the cashier can simply tap the discount button to subtract the amount instantly from the subtotal.

GST Accuracy

Discounts are automatically factored into taxable values so GST calculations remain 100% compliant with government rules.

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Printers, Scanners & Hardware

Connect standard USB, Bluetooth, or Network thermal receipt printers with zero driver headaches.

1

Open Hardware Settings

Navigate to Hardware from your store settings or menu.

2

Select Paper Size

Choose 2-inch (58mm) for compact thermal rolls or 3-inch (80mm) for standard restaurant bills.

3

Pair Your Printer

Use standard browser printing or connect via the PortFactory Print Bridge for direct silent receipt printing.

4

Test Print

Click Print Test Receipt to verify that your business name, address, and logo print sharp and clear.

Hardware Freedom

PortFactory works on any phone, tablet, laptop, or desktop computer. You don't need expensive proprietary POS machines!

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23 Languages & Shop Profile

Run your business in your native language and configure your bill receipt details.

1

Switch Language Instantly

Click the Language dropdown at the top of the screen. Choose from 23 languages including हिन्दी (Hindi), বাংলা (Bengali), অসমীয়া (Assamese), தமிழ் (Tamil), Telugu, Kannada, Marathi, Gujarati, and more.

2

Set Your Store Details

In Profile, enter your Shop Name, Address, Phone Number, and GSTIN. These appear at the top of every receipt you hand to customers.

3

Staff Permissions

In Team Access, create logins for your cashiers and managers with restricted permissions so they can bill without seeing overall business profit reports.

Need Assistance?

Our support team is always ready to assist you. Email us anytime at contact@portfactory.com with your business name and question.