Add New Sale

Add New Sale

1. Hover over the "POS" option in the side navigation bar. Click on "Process Sales from the dropdown menu. Alternatively, click on "POS",You will be directed to process sales.
   
   
   
   
2. You can either create a new web register or open an existing register as per your requirement. 
   
   
   
   
3. On opening the web register a pop-up will appear. Enter the float amount and click on the open register button.
   
   
   
4. You will be directed to process sales screen. 
   
   
5. You have three options for selecting a customer during a sale: 
   Choose an Existing Customer: Select an existing customer from the dropdown list. 
   Add a New Customer on the Go: Click on the "Add" button, as illustrated in the image below, to add a new customer during the sale. 
   Continue with Default Option "Walk-in Customer": Proceed with the default option "Walk-in Customer" if the sale does not require associating it with a specific customer. 
   
   
   
6. Choose the items you want to sale out. 
   
   
   
   
7. Once your select the item(s) you can click on the pen icon to make the changes in it. You can update the quantity of the item or add discount to the particular item. 
   
   
   
   
8. Once you are done with the process, you have to proceed to the payment. You have several options:
   Park the Sale: You can click on park button to save and retrieve it later.
   Quick Billing: You can click on Quick Billing button to close the sale, this is usually used at the time of cash payment.
   Pay: You can click on Pay button to choose a payment method such as cash, card, etc