How to Record Sales on Desktop

There are two ways to add or record sales on the desktop version of the app:

1. By clicking Record Sales on the overview page (homepage).
   
   

2. By clicking Sales on the menu bar at the side of the page.
   
   

Method 1: Recording Sales from the Overview Page

Step 1: Open the app. It takes you to the overview page.
Step 2: Click on Record Sales on the overview page.
Step 3: Select the product(s) the customer wants to purchase.
Step 4: Click on the product multiple times to add the quantity or on the side of the screen, click the product to adjust the quantity, click on ” +” to add and “-” to reduce the quantity.
Step 5: When done, tap Proceed to Checkout.
Step 6: On the checkout page, you may:

• Attach a customer by clicking Attach Customer and selecting from your list.
  
  

• Select a payment method (Cash, POS, Transfer, or Multiple Payment options).
  Step 7: For credit sales, click Sell on Credit.
  Step 8: Confirm all selections and tap Checkout.
  
  

If connected to a printer, the receipt will print instantly. If not, it will be saved automatically as a PDF.

 

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Method 2: Recording Sales from the Menu Bar

Step 1: Go to the homepage.
Step 2: Click Sales on the menu bar.
Step 3: Click Record Sales.
Step 4: Select the product(s) the customer wants to purchase.
Step 5: Adjust the quantity in the cart, then confirm your selection.
Step 6: Tap Proceed to Checkout.
Step 7: On the checkout page:

• Optionally attach a customer by clicking Attach Customer.
  
  

• Select a payment method (Cash, POS, Transfer, or Multiple Payment options).
  Step 8: For credit sales, click Sell on Credit, select the customer, and continue.
  Step 9: Confirm your selections and tap Checkout.
  
  

Receipts will print instantly if connected to a printer or save as PDF if not. You can access all receipts on the Sales Page.

 

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Troubleshooting

1. I can’t find the “Record Sales” button on the overview page.

• Make sure you are on the homepage/overview page after logging in.
  
  

• If the button still doesn’t appear, refresh the page or log out and back in.
  
  

2. The product I want to sell is not showing in the product list.

• Confirm the product has been added to your inventory.
  
  

• Go to Products > Add Product and ensure details (name, price, stock) are entered correctly.
  
  

3. The quantity is not updating when I tap on the product.

• Try using the “+” or “Add Quantity” option instead of tapping repeatedly.
  
  

• Refresh the page if it still doesn’t respond.
  
  

4. The checkout page is not opening after I select products.

• Ensure all required fields are filled (products selected, quantities confirmed).
  
  

• Restart the app if necessary.
  
  

5. My receipt is not printing.

• Confirm your printer is connected and set up under Sales Settings > Printer Settings.
  
  

• If no printer is connected, you can save receipt as PDFs under Sales Records.
  
  

6. I can’t attach a customer during checkout.

• Verify that the customer is already added in your customer list.
  
  

• If it’s a new customer, click Add New Customer at checkout before proceeding.
  
  

 

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FAQs

Q1: Can I record sales without attaching a customer?
Yes. Attaching a customer is optional. You can proceed directly to payment and checkout.

Q2: What payment methods are supported?
Cash, POS, Bank Transfer, and Multiple Payment combinations.

Q3: Can I sell on credit from the checkout page?
Yes. On the checkout page, select “Sell on Credit” and attach or add a customer.

Q4: Where do I find receipts?
Go to Sales > Sales Records. All receipts, and sales records, can be found there.

Q5: Can I edit or cancel a sale after checkout?
Sales cannot be edited once completed, but you can delete a record from the Sales Overview if necessary.

Q6: Will the receipt still be saved if I don’t have a printer?
Yes. Receipts can be saved as PDFs if no printer is connected.