All Sales (Selling, Credit Sales, Draft, Quotation & Suspended Sales)

Step 1: Open the POS Screen 
 
 Click on POS 
 
 
 
 Step 2: Select a customer 
 
 By default, Walk-In Customer is selected.
 
 To select an existing customer:
 
 Search by Name , Email, or Phone Number 
 
 
 
 
 Step 3: Search and Add Products 
 
 
 Enter the product name in the search bar or scan the barcode. 
 
 
 If multiple products appear:
 
 
 Select the correct product from the dropdown list. 
 
 
 
 If only one product matches: 
 
 The product is added to the cart automatically.
 
 
 
 
 To remove an added item, simply click the X on the right. See the screenshot for reference.
 
 
 
 Step 4: Modify Product Details (If required) 
 
 Click on the product name in the cart.
 
 Update any of the following:
 
 Selling price 
 Tax 
 Discount
 
 Note: Product-level tax editing is available only if Inline Tax is enabled 
( Business Settings → Tax → Enable Inline Tax in Purchase and Sell ). 
 
 
 
 Step 5: Select Lot Number or Expiry Date (If enabled) 
 
 If lot tracking is enabled, choose the lot number . 
 go to Business Settings → Product → click on enable product expiry .
 
 
 Step 6: Cancel the Sale (Optional) 
 
 Click Cancel if the transaction should not proceed. 
 Canceled sales are not saved , and stock remains unchanged .
 
 
 Step 7: Finalize the Sale 
 Click Finalize Payment . 
 
 Select the Multiple Pay .
 
 Enter the payment amount. 
 Click Save to complete the sale.
 
 
 Step 8: Print the Invoice 
 
 After saving, select the Print Invoice option. 
 Ensure margin settings are set to Default for correct printing. 
 
 Step 9: Use Express Checkout (Optional) 
 
 Click ctrl + e . It will Enable Express Checkout Automatically. 
 The system:
 
 Marks the sale as Paid 
 Sets the payment method to Cash 
 Skips the payment screen 
 
 
 Invoice printing depends on location settings.
 
 
 Step 10: Make a Credit Sale (Optional) 
 A. Full Credit Sale 
 
 
 Enable credit sales: 
 
 Go to Settings → Business Settings → POS 
 Enable Show Credit Sale Button 
 
 
 
 On the POS screen, click Credit Sale .
 
 
 
 B. Partial Credit Sale 
 Example: Invoice total = $1,000 
Customer pays = $700 
 Steps: 
 
 Click Multiple Pay 
 Select payment method and enter $700 
 Finalize payment 
 Remaining amount is saved as customer credit. 
 
 Step 11: View or Edit Sales Records 
 
 Go to Sell → List Sales to view completed sales. 
 Go to Sell → Drafts to view draft sales. 
 Sales and drafts can be edited before finalization. 
 
 Step 12: Create Drafts or Quotations 
 
 During a sale, select Draft or Quotation . 
 Save the transaction. 
 Stock is not deducted .
 
 
 Step 13: Convert Draft or Quotation to Sale 
 
 Go to Invoice → List Drafts or Sell → List Quotations 
 
 Click Actions → Edit 
 
 Change status to Final 
 Save the transaction. 
 
 Step 14: Copy a Quotation 
 
 Go to Invoice → List Quotations 
 Click Actions → Copy Quotation 
 
 Step 15: Use Suspended Sales 
 
 Click the Suspended Sales (cyan button) on the POS screen. 
 Enter a reference (e.g., Table number or Room number). 
 Resume and finalize the sale when required.
 
 
 Step 16: Accept Payments 
 
 Choose a payment method:
 
 Cash 
 Card 
 Multiple Pay 
 
 
 
 Use Multiple Pay when:
 
 Customer uses more than one payment method 
 Change return is required
 
 
 
 
 Step 17: Pay Supplier Due Amount 
 
 Go to Contacts → Suppliers 
 Click Actions → Pay Due Amount 
 
 Enter payment details and save. 
 
 Step 18: Enable Sales Amount Rounding 
 
 Go to Settings → Business Settings → Sales 
 Select a rounding method:
 
 Nearest whole number 
 Nearest decimal (e.g., 0.05)
 
 
 
 
 Step 19: Add Sales for a Past Date 
 From POS Screen 
 
 Go to Business Settings → POS 
 Enable Transaction Date on POS Screen 
 Select the required date while selling.
 
 
 From Sales Screen 
 
 Go to Invoice → Add Sale 
 Select the desired Sale Date 
 Save the transaction.