Billing Software

The billing counter for YMTS, redesigned screen by screen so the queue keeps moving.

Role
Lead Designer
Duration
5 weeks
Applications
1 web application
For
YMTS, product
Billing Software cover

Overview

YMTS billing software runs the counter for businesses across industries: invoicing, stock, staff and the money in between.

The old version worked, but slowly. I redesigned it so a cashier can find a product, bill it and move to the next customer without hunting through the screen.

Process

Scope on this project: Research, redesign, UI design

  1. Research
  2. Analysis
  3. Ideation
  4. Wire framing
  5. Prototyping
  6. Usability testing
  7. Feedback
  8. UI design
  9. Development handoff

Point of sale

Drag to compare. The numbered screen below explains each change.
Point of sale, after the redesign
Point of sale, before the redesign
BeforeAfter
Redesigned point of sale screen with numbered callouts
  1. 1

    Search bar

    Find a product quickly instead of scanning a wall of buttons.

  2. 2

    Product details

    Full information on every item, so the cashier knows exactly what is being billed.

  3. 3

    Barcode or product code

    Scan it or type it. Both work.

  4. 4

    Discount option

    Discounts go in at the order, for offers and price changes.

  5. 5

    Usable on day one

    Clear enough for someone new at the counter, fast enough for someone who is not.

  6. 6

    Product management

    Edit, delete or change a quantity straight from the order list.

  7. 7

    Customer name and phone

    Search past orders by name or number, even when the bill is lost.

Dashboard

The same data, arranged so it can be read at a glance.
Dashboard, after the redesign
Dashboard, before the redesign
BeforeAfter
Redesigned dashboard with numbered callouts
  1. 1

    Stock alert

    Products running low appear on the dashboard with their counts.

  2. 2

    Today’s sales and cash

    The day’s sales count and cash, live, without opening a report.

  3. 3

    Revenue and product sales

    Revenue and product sales in one view, filtered by year and month.

Navigation

Eleven items in one list became three groups, ordered by how often they are used.
Old menu: one long list of eleven itemsBefore
New menu group for daily tasksDaily
New menu group for less frequent tasksOccasional
New menu group for business managementBusiness

The eight modules added in the redesign.

Stock

A table edited through a popup became two clear actions.
Old manage stock screen with an add stock popup over a tableBefore
New stock dialogs with credit and debit options, quantity and reasonAfter
All redesigned billing software screens around a laptop
The full set of redesigned screens.

Type and colour

Gilroy

Regular, Medium, Bold