1. Navigate to “Add Sale” #

1. Log in to your back-office.
2. In the sidebar, click on Sales.
3. Select Add Sale.

2. Fill in Customer Details #

• Under Customer, click the 🔍 button and search for the customer by name.
• Enter the Billing Address if it’s not pre-filled.

3. Add Products to the Sale #

1. Under Sales Order, click Add Product.
2. Enter the product SKU or scan the barcode.
3. Set the Quantity, Unit Price, and any Discount.
4. Repeat for all items in the sale.

4. Set Sale Details #

• Enter the Sale Date.
• Choose the Types of service from the dropdown (e.g., Dine-In, Take-Away).
• Add Shipping Details if applicable.

5. Add Payments #

1. Under Add payment, select the Payment Method (e.g., Cash, Credit).
2. Enter the Amount paid.
3. Click Save and print to finalize the sale.

6. Table Columns Explained #

7. Attach Documents #

You can upload documents like receipts, invoices, or warranties by clicking the Browse button.

8. Payment Details #

• Paid on: Date and time of payment.
• Payment Method: Method used for payment (Cash, Credit, etc.).
• Payment Account: Account used for payment (if enabled).
• Payment note: Any notes or comments regarding the payment.

9. Saving the Sale #

Click Save to save the sale. Click Save and print to save and print the receipt.

10. Troubleshooting #

• Cannot find customer: Make sure the customer exists in your database. If not, add them under Customers.
• Product not found: Check the SKU and try again. If the product doesn’t exist, add it under Products.
• Incorrect total: Verify the quantities, unit prices, discounts, and taxes for all items.

11. Best Practices #

• Always keep a backup of your receipts for audit purposes.
• Use the Types of service dropdown to segment sales data for reporting.
• Regularly review sales data to identify trends and opportunities.