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Creating a Sale from the Sales Page

3 min read

Published April 12, 2026

Updated 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. Navigate to the Sales section from the sidebar.
  2. Click the '+ New Sale' button in the top-right corner.
  3. The 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. If your shop has multiple branches and you are not locked to one, select the Branch from the dropdown.
  2. Click '+ Add Item' to open the item search dialog.
  3. Search by item name, SKU, or barcode. Results show the item photo, name, SKU, serialized tag, price, and stock level.
  4. For simple products, click the item to add it to the sale directly.
  5. For variable products, clicking the item opens a variant selector popup. Pick the specific variation to add it to the sale.
  6. Adjust the Quantity using +/- controls. The max is limited by available stock.
  7. Edit the Unit Price if needed, each item has an editable price field with an @ label.
  8. For serialized items (or serialized variations), set the quantity and then pick one serial number per unit from the inline picker, each pick shows as a removable chip. The sale can't be created until every unit on a serialized line has a serial.
  9. The 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. In 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. Enter a Discount amount if applicable (fixed currency amount).
  3. Review the Subtotal, Discount (if applied), and Total in the totals card.

Recording Payment & Notes

Record the payment details and optionally add internal notes.

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

Frequently asked questions

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.

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.

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.

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.

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