Sales and finance

Take a sale with the point of sale

Add products to a sale, record payment, and send a receipt from the POS.

Use the point of sale when a customer is buying in person. Products added to a sale use the details in your catalog, and completed sales update the related sales and stock records.

Complete a sale

  1. Open POS from the main menu.
  2. Find a product in the catalog and add it to the cart. Choose the correct variant or product options when prompted.
  3. Adjust quantities and review the total. Add a customer when you want the sale associated with a customer record.
  4. Choose the available payment method and enter any requested payment details.
  5. Review the order summary, complete the sale, then choose a receipt delivery option if you want to send one.

Change a price for this sale

If your account allows price overrides, use the price edit action on a cart item. The change applies to this sale only; it does not change the product price in your catalog. Reset the item to restore the catalog price before checkout.

If checkout does not complete

Reopen the sale from Sales → Transactions and check its status before trying again. A pending payment may still be processing. Avoid creating a duplicate sale until you confirm whether the first attempt completed.

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