Make a sale
Open Sales → New sale, scan or type each product, set quantities, pick the customer if there is one, press Proceed, take the payment, print. A bill or a tax invoice, paid now or on credit.
You need: Sale permission
- Open Sales → New sale. The cursor is in the product search.
- Scan a barcode, or type any word of the product name or the model it fits, and press Enter on the product. The line modal opens: quantity, price, batch if the store sells by batch, the model it is for. Enter adds the line.
- Repeat for every item. Fix a quantity or a price in the row itself.
- Pick the customer (type a name or phone in Customer) if the sale is on credit, needs a tax invoice, or you want it on their account. Walk-in sales need no customer.
- Press Proceed. Choose how it is paid: Cash, UPI, card, or Pay later for a credit sale. Enter the amount received; change is worked out.
- Choose the paper: receipt, A4 or half A4, Bill or Tax Invoice. Print, or Share the link on WhatsApp.
Tips
- Enter is the fast path: search, Enter, quantity, Enter, next. A cashier bills without touching the mouse.
- A quotation, estimate or proforma is made from the same screen (Pre Sale) and converted to a sale later.
- Every sale remembers the counter, the cashier and the batches it took stock from.
Works on: the web app, Android, iOS.
Questions people ask
Can I print first and record the payment later?
Yes. A walk-in sale can be saved unpaid and the payment recorded from the sale preview when the money comes.
Can I give a discount?
Per line in the line modal, or an overall discount spread across the lines before Proceed.
How do I cancel or edit a sale?
Open the sale from Sales: Edit changes the lines and re-posts the books; Cancel reverses it. Returns are recorded against the sale.