Creating a Sale from the Sales Page

3 min readPublished April 12, 2026Updated April 13, 2026

Opening the New Sale Form

The New Sale page provides a traditional form interface for creating sales with full control over pricing and details.

  1. 1Navigate to the Sales section from the sidebar.
  2. 2Click the '+ New Sale' button in the top-right corner.
  3. 3The form opens at /sales/new with card sections for Branch, Items, Customer, Discount & Totals, Payment, Commission Agent, and Notes.

Selecting Branch & Adding Items

Start by confirming the branch (if you have multiple), then add items to the sale. The behavior when selecting an item depends on whether it is a simple or variable product.

  1. 1If your shop has multiple branches and you are not locked to one, select the Branch from the dropdown.
  2. 2Click '+ Add Item' to open the item search dialog.
  3. 3Search by item name, SKU, or barcode. Results show the item photo, name, SKU, serialized tag, price, and stock level.
  4. 4For simple products, click the item to add it to the sale directly.
  5. 5For variable products, clicking the item opens a variant selector popup. Pick the specific variation to add it to the sale.
  6. 6Adjust the Quantity using +/- controls. The max is limited by available stock.
  7. 7Edit the Unit Price if needed — each item has an editable price field with an @ label.
  8. 8For serialized items (or serialized variations), select the specific serial number from the inline picker.
  9. 9The line total updates automatically (unit price × quantity).
Warning

Changing the branch after adding items clears the cart entirely, since stock availability varies by branch.

Customer, Discount & Totals

Assign a customer, apply a discount, and review the sale totals before recording payment.

  1. 1In the Customer section, search for and select an existing customer (with optional Company Name field), or leave it empty for a walk-in sale.
  2. 2Enter a Discount amount if applicable (fixed currency amount).
  3. 3Review the Subtotal, Discount (if applied), and Total in the totals card.

Recording Payment & Notes

Record the payment details and optionally add internal notes.

  1. 1In the Payment section, select a payment method from the dropdown (Cash, Card, Bank Transfer, or Online).
  2. 2Enter the payment amount. It must match the sale total.
  3. 3Optionally enter a reference and click '+ Split Payment' if the customer is paying with multiple methods.
  4. 4A balance indicator shows 'Remaining' (amber) or 'Over by' (red) if the amounts do not match.
  5. 5Optionally assign a Commission Agent with override rate/type.
  6. 6Add internal notes in the Notes text area.
  7. 7Click 'Create Sale' to finalize. You are redirected to the sale detail page.

Frequently Asked Questions

What is the difference between POS and the New Sale page?+
The POS is a streamlined terminal for fast counter sales with a product grid and cart. The New Sale page (/sales/new) is a full-form interface that offers more control — including custom unit prices per item, notes, and a traditional form layout.
Can I change the unit price when creating a sale?+
Yes. On the New Sale page, each item in the cart has an editable unit price field. You can adjust it per item for custom pricing, bulk deals, or special arrangements.
What happens if I change the branch?+
Changing the branch clears all items from the cart, as stock availability differs between branches. You will need to re-add items from the new branch's inventory.
Can I add notes to a sale?+
Yes. The New Sale page includes a Notes section with a text area where you can add internal notes about the transaction. Notes are stored with the sale for future reference.

Related Articles

Sales & POS5 min read

Creating a Sale from POS

Walk through the complete POS sale workflow — add products, assign a customer, select serial numbers, apply discounts, and complete the payment.

Read article
Sales & POS4 min read

Payments, Split Payments & Receipts

Record single or split payments during a sale, choose payment methods, and view or print the receipt after completing a transaction.

Read article
Sales & POS3 min read

Sales List & Sale Details

Browse your sales history, search by code or customer, view sale details with items and payments, and access print and refund options.

Read article
Inventory6 min read

Product Variants

Understand Simple vs Variable products, create and manage variant types like Color, Size, and Quality, and learn how the variant selector popup works across POS, Sales, Repairs, and Invoicing.

Read article