Creating a Sale from POS

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

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, the quantity is fixed at 1 per serial number.
  8. 8Click the trash icon to remove an item from the cart.

Selecting Serial Numbers

When a serialized item is added to the cart, you must select the specific serial unit being sold.

  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.
  5. 5The selected serial number is displayed in monospace below the item name in the cart.
Note

Only serial units with In Stock status are available for selection. Serials that are Sold, In Repair, or Defective do not appear in the picker.

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.

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.
Tip

To split payment across multiple methods, click 'Split Payment' to add additional payment rows. The total of all payments must match the sale total exactly.

Frequently Asked Questions

Do I need to select a customer for every sale?+
No. Customer selection is optional. If you do not assign a customer, the sale is recorded as a 'Walk-in' transaction. Assigning a customer links the sale to their profile for history and warranty tracking.
How do I apply a discount to a sale?+
In the Cart tab, enter the discount amount in the Discount field below the cart items. The discount is subtracted from the subtotal to calculate the final total. Discounts are entered as a fixed currency amount.
What happens to inventory stock when I create a sale?+
For items with Track Stock enabled, the sold quantity is automatically deducted from the branch's stock. If an item drops to or below its minimum stock threshold, a low stock notification is triggered. Items with Track Stock disabled are not affected.
Can I sell serialized items through POS?+
Yes. When you add a serialized item to the cart, a serial picker appears. Search or select the specific serial number from the available In Stock units. The serial's status changes to Sold when the sale is completed.
How do I sell a variable product through POS?+
Click the variable product card in the product grid. A variant selector popup opens showing all available variations with their stock levels and pricing. Select the variation you want. If that variation has serial tracking, the serial picker opens next. Otherwise, the variation is added directly to the cart with adjustable quantity.
Can I change the unit price during a sale?+
In the New Sale page (/sales/new), you can edit the unit price for each item in the cart. In the POS terminal, items are added at their default sell price.
Is there a limit on how many sales I can create?+
Yes. Your monthly sales limit depends on your subscription plan. When the limit is reached, you cannot create new sales until the next billing cycle or until you upgrade your plan.

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