Creating a Sale from POS

Adding Products to the Cart

Start a sale by adding inventory items to the cart from the product grid. The behavior when you click a product depends on its type.

1. 1Search for an item by name or SKU in the search bar, or browse the product grid by category.
2. 2For a simple product without serial tracking, click the product card to add it directly to the cart.
3. 3For a simple product with serial tracking, clicking it opens the serial picker so you can select the specific serial unit (see next section).
4. 4For a variable product, clicking it opens a variant selector popup showing all available variations. Pick the variation you want — if it has serial tracking, the serial picker opens next; otherwise it is added to the cart directly.
5. 5For barcode scanning, focus the search bar (Ctrl+S / Alt+S) and scan. If the barcode matches exactly, the item is added automatically.
6. 6For non-serialized items, use the +/- buttons or type a quantity to adjust the count. The maximum is limited by available stock.
7. 7For serialized items, clicking the product again (or using the + button) raises the quantity on the same cart line and adds one serial slot per unit — you pick a serial number for each unit. Checkout is blocked until every unit on a serialized line has a serial.
8. 8Click the trash icon to remove an item from the cart.

Selecting Serial Numbers

When a serialized item is on the cart, you select one serial unit for every unit on that line — one serial for a single unit, or one per unit when you've raised the quantity.

1. 1After adding a serialized item, the serial picker appears inline within the cart item.
2. 2Use the search field to find a serial number, or browse the list of available In Stock serials.
3. 3Each serial shows the serial number and branch name.
4. 4Click a serial to select it, then click 'Confirm' to lock in your choice. When the line quantity is more than one, the picker shows 'Serial 2 of 3' and stays open for the next unit.
5. 5Each selected serial appears as a removable chip below the item name — click the x on a chip to swap that unit's serial. Serials already picked on the line are hidden from the picker, so you can't select the same unit twice.

Serial / Sticker IDs for Used Items

Used products usually don't carry a manufacturer serial. Many shops print their own serial-number stickers and apply them to the item (for example, on the back of a used motherboard). For any non-serial-tracked item in the cart, a 'Serial / sticker ID' field lets staff type or scan that custom number at the point of sale. It is completely optional — leave it blank and checkout proceeds as normal.

• The captured serial appears on the sale, the invoice, its print-out, and the customer's email.
• Later, a warranty claim is as simple as searching the sticker number in global search to pull up the original sale or invoice.
• Each serial number must be unique within your shop, so the same sticker can't be recorded against two different items.

1. 1Add the used item to the cart as usual.
2. 2In the cart line, type the sticker's serial number into the 'Serial / sticker ID' field — or scan it with a barcode scanner.
3. 3Optionally pick a warranty period for the line; the warranty expiry date is calculated automatically from the sale date.
4. 4Complete the sale. The custom serial is recorded against the sale and becomes searchable.

Assigning a Customer

Optionally assign a customer to the sale for history tracking and warranty purposes.

1. 1In the Cart tab, find the customer selection area at the top of the cart.
2. 2Start typing a name or phone number to search existing customers (2+ characters, 300ms debounce).
3. 3Use the up/down arrow keys to navigate results and Enter to select.
4. 4To create a new customer, click the add button. Fill in First Name (required), Last Name, Company Name (optional), Phone (required, with duplicate check), Email, and WhatsApp toggle.
5. 5To remove the selected customer, click the X button next to their name.
6. 6Leave the customer field empty for a walk-in sale.

Applying Discounts & Reviewing Totals

Review the cart totals and optionally apply a discount before proceeding to payment.

1. 1The Subtotal shows the sum of all items (unit price × quantity).
2. 2Enter a discount amount in the Discount field. This is a fixed currency amount subtracted from the subtotal.
3. 3The Total updates in real time, displayed prominently at the bottom of the cart.
4. 4Review all items, quantities, and the final total before proceeding to payment.

Changing an Item's Price (Admin & Manager)

Admins and Managers can sell an item at a price different from its catalog price — useful for negotiated deals, price-matching, or clearing old stock. Cashiers cannot change prices: the price on their cart lines is read-only, and the server rejects any non-catalog price from a cashier account, so the restriction holds even outside the app.

1. 1Add the item to the cart as usual — it comes in at its catalog price (or its active promotional price).
2. 2As an Admin or Manager, click the price field on the cart line and type the new unit price.
3. 3A small 'was …' hint appears under the line showing the original catalog price. This hint is internal — it never appears on the customer's receipt.
4. 4Complete the sale normally. The customer pays, and their receipt shows, only the final price.

Assigning a Commission Agent

If your shop uses commission agents, you can assign one to the sale to track their commission.

1. 1Below the totals, find the Agent section.
2. 2Search for an agent by name (2+ characters). Results show name, nickname, company, and current rate.
3. 3Select the agent. Their default commission rate and type are displayed.
4. 4To override the default, use the dropdown to change the type (Percentage, Fixed Amount, Per Product, Per Service) and enter a custom rate. Overrides are shown in amber.

Completing the Payment

Once your cart is ready, open the payment dialog to record the payment and finalize the sale.

1. 1Click the 'Pay' button at the bottom of the cart (or press Ctrl+P / Alt+P).
2. 2The payment dialog opens showing the total amount.
3. 3Select a payment method from the dropdown. Methods are configured in your shop settings and may include Cash, Card, Bank Transfer, or Online.
4. 4Enter the payment amount.
5. 5Optionally enter a reference (receipt number, transaction ID, check number).
6. 6Click 'Complete Sale' to finalize. The receipt appears on screen.