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This page walks you through every step of making a sale from start to finish. Every cashier should read this before their first shift.

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Before You Start

  • A shift must be open. If you see “Shift Closed” in the top bar, go to the Shift tab and open the shift first.
  • You must be logged in with a Cashier, Manager, or Admin role.
  • The POS terminal must have loaded (you see the item catalog on the left and the cart on the right).
Linking a customer to the sale records their purchase history and earns them loyalty points.
  1. At the top of the cart panel, tap the customer row (it shows “Walk-in Customer” by default)
  2. A customer panel opens
Customer panel open with search field showing typed mobile number and matching customer appearing in dropdown
To find an existing customer:
  • Type their name or mobile number in the search box
  • A dropdown list appears as you type
  • Tap the customer’s name to select them
To use Walk-in (no loyalty tracking):
  • Tap Use Walk-in Customer
  • The sale proceeds without linking a customer record
To register a new customer on the spot:
  1. Scroll down to the “Quick add” section
  2. Enter the customer’s name (required) and mobile number (optional)
  3. Tap Add and Select
  4. The customer is created and selected immediately - they will earn points on this sale
The customer panel closes and you return to the sell screen.

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Step 2: Find the Product

You have three ways to find the shoe you want to add.

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Search by Name or Code

  1. Click inside the search bar at the top of the catalog
  2. Type part of the product name or item code
  3. The catalog filters to matching items instantly
Search bar with 'casual sandal' typed showing three matching product cards

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Filter by Category

  1. Tap one of the category chips below the search bar (for example, Sports, Formal, Kids)
  2. The catalog shows only items in that category
  3. Tap All to go back to the full catalog

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Scan a Barcode

  1. Hold the barcode scanner over the barcode on the shoe box
  2. The system searches automatically
  3. If exactly one item matches, it is added to the cart immediately
  4. If multiple items match, they appear in the catalog so you can select the right one

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Step 3: Add Items to the Cart

Tap any item card to add one unit to the cart. The item appears as a line in the cart panel on the right.
Cart panel showing two shoe items with quantity steppers and line totals
Adjust the quantity:
  • Tap + to add one more
  • Tap - to reduce by one (the line is removed when quantity reaches zero)
  • Tap the number in the middle and type a specific quantity
Remove an item:
  • Tap the trash icon on the right side of the line
Add more products:
  • Repeat Step 2 and Step 3 for each item the customer is buying
As you add items, the totals section at the bottom of the cart updates automatically showing:
  • Subtotal
  • Tax breakdown (GST)
  • Grand Total

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Step 4: Apply a Discount (If Needed)

If you are giving a discount on this sale:
  1. In the cart footer, find the Discount row
  2. Tap ₹ for a flat rupee amount, or % for a percentage
  3. Enter the discount value
  4. The total recalculates instantly with the correct tax
Cart footer showing discount toggle between rupee and percentage with a value entered and updated total
Leave the discount field at zero if no discount applies.

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Step 5: Charge the Customer

When the cart is ready and the customer is ready to pay:
  1. Tap the Charge button at the bottom of the cart
  2. The system sends the cart to the server to calculate the final price, tax, and totals
  3. The Payment screen opens as a pop-up
Cart footer with Charge button highlighted and total showing

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Step 6: Take Payment

The Payment screen shows the confirmed amount due.
Payment screen showing amount due at top, loyalty redemption section, payment mode rows, paid/due/change summary, and Complete Sale button

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Loyalty Points (If the Customer Has Points)

A gold star section appears at the top if the customer has redeemable points:
  • See the number of points available and the rupee value per point
  • Enter the number of points to redeem, or tap Max to use all available points
  • The amount due reduces by the value of the redeemed points

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Enter the Payment

For each payment mode (Cash, Card, UPI), enter the amount the customer is paying in that mode: Paying the full amount by one method:
  • Tap Exact next to the payment mode to fill in the full amount due automatically
Paying by cash (customer gives more than the total):
  • Enter the cash amount received (for example, ₹1,000 for a ₹780 sale)
  • The Change box shows ₹220 - hand this back to the customer
Splitting payment (part cash, part UPI):
  • Enter the cash amount in the Cash row
  • Enter the UPI amount in the UPI row
  • The Paid total must equal or exceed the Amount Due
  • The Due box turns to zero when the payment is fully covered

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Complete the Sale

  1. Check that the Due amount shows zero (or the customer has overpaid and change is shown)
  2. Tap Complete Sale
  3. The system submits the sale and stock reduces instantly

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Step 7: Print the Receipt and Start the Next Sale

A receipt screen appears confirming the sale was complete.
Receipt screen showing sale complete confirmation, itemized list, total, and print and new sale buttons
The receipt shows:
  • Each item and quantity sold
  • Subtotal, tax, discount (if any), and grand total
  • Payment method and change given
  • Any loyalty points redeemed
Print the receipt: Tap Print to print on the connected receipt printer. Start the next sale: Tap New Sale. The cart clears. The customer panel prompts you to set the next customer. You are ready for the next person in line.

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Field Guide: Cart Panel

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What Happens Behind the Scenes

You do not need to know this to use the system, but it helps if something seems wrong:
  • When you tap Charge, the system sends the cart to the server which recalculates the price using the official Item Price and applies any Pricing Rules or GST slabs. The number on the Payment screen is always the authoritative server-computed total.
  • When you tap Complete Sale, a POS Invoice is created and submitted. Stock in the warehouse is reduced. If loyalty is on, points are added to the customer’s account.
  • The sale is linked to the open shift so it appears in the Z-Report at close.

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Troubleshooting

The Charge button is greyed out The cart is empty, or the shift is not open. Add at least one item, and check the Shift tab. The Payment screen shows a different amount than the cart The server re-prices the cart using official prices and rules. If a Pricing Rule changed since you added the item, the server amount is correct. “No open shift” message appears when I tap Charge Go to the Shift tab and open the shift before trying to bill. The item I scanned did not appear in the cart The barcode may have matched multiple items. Check the catalog - the matching items are filtered and shown. Tap the correct one. Sale completed but no receipt printed Check that the printer is connected and turned on. You can re-print from the POS Invoice in the back-office, or ask your manager.

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Best Practices

  • Always link a customer at the start of the sale if they are a registered customer - they lose their loyalty points for that purchase if you use Walk-in
  • If a customer pays by cash, always enter the exact amount received, not the amount due, so the change is calculated correctly
  • If the customer wants a receipt but the printer is out of paper, complete the sale first, then refill the paper - you can reprint from the back-office
  • Hold the cart rather than removing items if the customer steps away for a moment - it is faster to resume than to re-add everything