Sales

Sales & Point of Sale (POS)

The Sales module is your central hub for processing customer orders, generating invoices, receiving payments, and managing retail checkout through the Point of Sale (POS) interface. It connects directly with your inventory (to deduct stock) and accounting (to record revenue).

When Do I Use This?

• Cashiers: Using the POS screen to quickly ring up walk-in customers and take cash or card payments.
• Sales Representatives: Creating detailed formal invoices for B2B clients with specific due dates and terms.
• Store Managers: Setting up special Pricing Lists for wholesale customers or configuring sales channels (e.g., "Web Store" vs "Retail Location").
• Accountants: Recording partial or full payments (Receipts) against outstanding customer invoices.

How To Use

1. Ringing up a Sale in the POS

The Point of Sale (POS) screen is designed for high-speed, touch-friendly retail transactions.

1. Go to Sales → Dashboard and open the POS.
2. Search for a customer in the top search bar (or leave it blank for a walk-in guest, unless settings require it).
3. Add products to the cart by:
   • Clicking on the product images/names on the screen.
   • Scanning a product barcode with a barcode scanner.
   • Using the product search bar.
4. To change quantities, click the item in the cart, click Qty, and use the on-screen keypad to enter the new amount.
5. Click INV / PAY to finalize the cart.
6. You will be taken to the Receipt screen. Click the preferred payment method (e.g., Cash, Credit Card) and click Process Receipt.

2. Creating a Standard Invoice (Back-Office)

Use this for detailed billing, layaways, or services.

1. Go to Sales → Invoices and click + New.
2. Select the Party (Customer).
3. Choose a Sales Channel and a Warehouse (where the stock will be pulled from).
4. In the Lines section, add the products, quantities, and verify the prices. The system will calculate taxes and totals automatically.
5. Click Save.
6. Click Validate Invoice. Important: Validating locks the invoice, deducts the items from inventory, and records the revenue.

3. Receiving a Payment (Receipt)

If a customer pays an invoice later, or pays in installments:

1. Open the validated Invoice.
2. Scroll to the Receipts section and click + New.
3. Select the Receivable Account (e.g., Main Cash Drawer, Bank Account).
4. Enter the Amount paid.
5. Click Save. The system will automatically update the Invoice's "Due" balance.

4. Setting Up a Price List

Price lists allow you to override standard product prices for certain sales channels or customers.

1. Go to Sales → Price List and click + New.
2. Give it a Name (e.g., "Wholesale 2024").
3. In the lines below, select a Product and enter the new special Price.
4. Save the list. You can now assign this Price List to a Sales Channel.

Field Descriptions

Invoice Fields

POS Setting Fields