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How to Process a POS Sale

Complete a point-of-sale transaction from preparation to printed receipt.

Goal: A completed POS sale with payment recorded, stock reduced, and receipt printed.
People Products Purchases POS Sales
1
Prepare
People & Stock
→
2
Checkout
POS
→
3
Pay
POS
→
4
Receipt
POS / Sales
Phase 1 · Ensure prerequisites
  1. Customer exists — People → Customers (or use default walk-in customer from POS Settings).
  2. Products are stocked — Products must have quantity in the POS warehouse via Purchase. See Setup Product Inventory.
  3. Warehouse selected — POS uses the warehouse you select at checkout; stock must exist there.
Phase 2 · Build the cart
Where: Sidebar → Sales → POS
  1. Open Sales → POS.
  2. Select Warehouse and Customer.
  3. Add products via barcode scan, search, or product grid.
  4. Adjust quantities. Apply discount/tax if permitted.
More detail → POS
Phase 3 · Take payment
  1. Click Pay Now.
  2. Enter payment amount and method (cash, card, split).
  3. Complete the sale. Stock is deducted automatically.
Phase 4 · Receipt & follow-up
  1. Print receipt from the preview modal.
  2. Sale appears in Sales → List Sales with POS flag.
  3. Optional: email invoice from Sales list (see Create Invoice guide).
Common mistakes
  • Product won't add to cart — No stock in selected warehouse.
  • Save as draft — Use Hold/Draft to pause; resume from drafts list.