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Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.
Go to – Sell -> POS
Selling Products, Changing Product Price, Tax & Discount, Lot number & Expiry
By default, there is “Walk-In Customer”. You can search for a customer by name/customer id or phone number or can add new customer by clicking the plus (+) button “Add Customer”.
Enter Product Name Or scan the barcode to search the product. If multiple products are matched then it displays the dropdown of products, selects the product from it. Or if there is a single product then it directly gets added to cart.
To cancel the sales click on the cancel button. Cancel invoices are not saved in the system, so no stock will de deducted.
To finalize the invoice click on Finalize – Add the payment options and save it.
On save it will display an invoice printing option.
NOTE: For invoice to print correctly – The Margins options should be set to “Default”.
List of sales can be viewed from Sell -> List Sales.
List of drafts can be viewed from Sell -> Drafts.
Both Sell & Drafts can be edited to make any changes.
Express Checkout: Express Checkout means the sale will be marked as Paid and the payment method will be cash. No separate payment screen will be displayed. Printing of invoice depends on the business location settings.
Suppose invoice amount is 1000, customers pays 700 cash and 300 is credit amount on him, then follow these steps:
This is useful if you want to create a quotation before sales.
Marking a sales as Draft or Quotations will not deduct the available stock.
You can view all Quotations & Drafts from List Quotation or List Draft respectively. Existing draft/Quotation can be edited to make it as final sales.
Suspend Sales means unfinished sale or hold Sale.Suspended sales stock gets deducted from available stock. You can view all suspended sales by clicking on the Yellow Color button present in very top right of screen (above the date).
Go to contact -> Suppliers. Click on actions for the supplier and it will show “Pay Due amount”, click on it and pay the amount. “Pay Due amount” this option is not displayed if there is no payment due.
Follow Add/Edit Pay-Via / payment method.
Rounding helps to round the total payable to nearest currency exchange available.
To enable rounding go to Settings -> Business Settings -> Sales and choose the Amount rounding method
Amount rounding method
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