Sales

Introduction

The Sales Page is a core part of the iPOS system, where you can create, manage, and track sales transactions in real-time. It allows users (like cashiers, store managers, or sales reps) to process customer purchases, add items to a bill, apply discounts, generate invoices, and print receipts.

Step 1: Access the Sales Page

Login to your iPOS dashboard.

Navigate to the left sidebar or top menu and click “Sales” or “New Sale”.

Step 2: Select or Add a Customer (Optional)

You can choose an existing customer from the dropdown list.

Or, click “Add New Customer” to add a new one if required.

This step helps track customer history and loyalty, but is optional for walk-in sales.

Step 3: Add Products to the Sale

Use the search bar or barcode scanner to find items.

Click or tap the product to add it to the cart.

You can change the quantity, apply a discount, or even edit price if permitted.

Step 4: Apply Discounts / Offers (If Any)

There is an option to apply:

 Item-level discount (for each product).

 Cart-level discount (for the total bill).

 Use percentage (%) or fixed amount (Rs) format.

Step 5: Review and Confirm Sale

Check all item details, taxes, and totals.

Make sure quantities and prices are correct.

Option to add a note or reference (like a delivery note or customer remark).

Step 6: Select Payment Method

Choose the customer's payment method:

 Cash

 Card

 Mobile Wallet 

     (e.g., QR code)

 Credit/Invoice

If it’s a partial payment, the system can handle balances due.

Step 7: Finalize the Sale

Click on “Complete Sale” or “Process Payment”.

A receipt/invoice will be generated automatically.

You can print, email, or WhatsApp the receipt to the customer.

Additional Features on the Sales Page

Hold Sale:

 Temporarily save a bill if the customer isn’t ready.

Draft Orders:

 Save incomplete sales to complete later.

Returns/Refunds:

 Process returned items directly.

Sales History:

 View all past sales, filter by date/customer/staff.

Conclusion:

The Sales Page in iPOS makes your sales process:

Faster

Error-free

Digital and trackable

Integrated with inventory and reporting