Process Retail Sales
Processing a retail sale involves creating a cart, charging the customer, and completing the transaction.
Open a Register
Scenario: A cashier starts their shift by opening a session with ₹5,000 as opening cash. All sales and cash movements during the shift are recorded in the sessions module under retail store.
Before you start billing, you must open a register to start a session.
To open a session:
- Go to Sales Channel on the left sidebar.
- Click Retail Store from the Modules bar and select Sales from the drop down.
- Select the Register.
- Review or enter the Opening Amount.
- Add Opening Balance, if required.
- Click Proceed to Open.
Note: The opening amount can be auto-filled based on session settings you have configured, such as the previous session’s closing balance or a default amount.
Create a Sale
To create a sale:
- Go to Sales Channel on the left sidebar.
- Click Retail Store from the Modules bar and select Sales from the drop down.
- Ensure an active session is open.
- Add items to the cart by searching or scanning.
- Update quantities or prices, if required.
- Select or create a customer.
- Apply discounts, if applicable.
- Click Charge.
Complete a Sale
To complete a sale:
- Review the amount to be charged.
- Select a payment method.
- Enter payment details.
- Click Complete Sale.
Scenario: A cashier completes a sale using cash and card payments. Inventory is updated and the receipt is generated instantly.
Note: Sales cannot be completed without an active session.