Processing Sales

Processing a Sale

Navigate to Sales & Inventory → Sales.

Step-by-Step

1. Open Till Session: Click "Open Till" and enter your opening cash balance
2. Add Items:
   • Scan barcodes, or
   • Search by name, or
   • Click products from the catalog
3. Adjust Quantities: Use +/- buttons or enter directly
4. Apply Discounts: Per-item or order-level discounts
5. Select Customer: Link the sale to a customer (required for credit sales)
6. Accept Payment:
   • Cash: Enter amount received, system calculates change
   • M-Pesa: Enter phone number, send STK Push
   • Card: Process through your card terminal
   • Credit: Record as credit sale (customer required)
   • Split: Combine multiple payment methods