> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mystockpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record a Sale in MyStockPulse POS

> Open New Sale, choose a store and customer, add products with valid units and prices, and submit the transaction for processing.

This guide walks you through recording a sale in the MyStockPulse POS. You will select a store, optionally attach a customer, add products with valid units and prices, and prepare the transaction for payment.

**1. Open New Sale**

1. Select the required store from the dashboard.
2. Open **Sales > New Sale**.
3. Wait for stores, customers, products, and payment methods to load.

The selected store is required and controls which products are available and where stock is deducted.

**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:

1. Open the customer search.
2. Select **Add customer here**.
3. Enter the name and optional email and phone.
4. Select **Save customer**.

The new customer is selected for the current sale.

**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.

> [!WARNING]
>
> Never include passwords or complete payment-card details in sale notes.

**4. Add products**

For each line:

1. Select the product.
2. Select **Piece**, **Packet**, **Box**, or **Carton**.
3. Enter a quantity greater than zero.
4. Confirm the unit price.
5. Select an approved minimum-price tier when applicable.

At least one valid line is required. MyStockPulse calculates line subtotals and the total automatically.

**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

The POS does not accept an arbitrary custom price.

## Stock Validation

MyStockPulse checks available stock before saving. If stock is insufficient, confirm the store, product, unit conversion, and requested quantity. Then receive, transfer, or adjust stock through the appropriate inventory workflow.

> [!WARNING]
>
> Do not bypass the warning by choosing the wrong selling unit. Selecting a unit with a smaller piece count to force a sale through will cause inventory and reporting errors.


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