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Sales and point of sale

Quotes, orders, invoices, payments and returns, and how the POS screen works.

Point of sale

  1. Open Sales → Point of Sale. Choose the warehouse you are selling from.
  2. Scan a barcode or type to search (F2), or tap a product in the grid. Adjust quantity, price or discount % per line.
  3. Pick a customer, or leave it as Walk-in customer.
  4. Press Charge (F9). Enter amounts against one or more payment methods; Rest puts the remaining balance on a method. Tendered and change due are shown.
  5. After the sale, choose Receipt to print it or New sale to continue.

Holding a sale

Hold parks the current cart so you can serve someone else; resume it from the held list. Held carts are stored in that browser on that device.

Quotes, orders and invoices

Sales → Orders holds quotes and sales orders. A quote can be sent, accepted and confirmed as an order; confirmed orders reserve stock. Invoice an order, or create an invoice directly under Sales → Invoices. Issuing an invoice that would take a customer over their credit limit is refused.

Payments

Use Record payment on an invoice. Invoices move to partially paid or paid automatically, and Sales → Payments lists every payment with the documents it was applied to.

Returns

Sales → Returns records goods coming back, with an option to put them back into stock.

Printing

Invoices and receipts open in a print view and use your browser’s print dialog. There is no built-in PDF export; most browsers can save the print as PDF.

Still stuck? Email support@datadoodlestech.com with what you were doing, the exact message you saw and when it happened.