1
Open New Sale
- Select the required store from the dashboard.
- Open Sales > New Sale.
- Wait for stores, customers, products, and payment methods to load.
2
Select or create a customer
The customer is optional. Search by name or email and select an existing record, or leave the field empty for a walk-in sale.To create a customer without leaving the POS:
- Open the customer search.
- Select Add customer here.
- Enter the name and optional email and phone.
- Select Save customer.
3
Confirm the date and notes
The sale date defaults to today and cannot be in the future. Only use an earlier date when the business process permits backdated transactions.Notes can contain delivery instructions, references, payment context, or an exceptional-price reason.
4
Add products
For each line:
- Select the product.
- Select Piece, Packet, Box, or Carton.
- Enter a quantity greater than zero.
- Confirm the unit price.
- Select an approved minimum-price tier when applicable.
5
Scan a barcode
Scan or enter the saved product barcode, verify the product that was added, and then confirm its unit and quantity. If nothing is found, verify the barcode in Items and confirm the product belongs to the selected store.
Valid Prices
A submitted price must match one of the following:- The regular selling price
- An active promotion price
- An active minimum-price tier, such as wholesale, distributor, or staff price