How to complete a sale in POS
The POS module is used for fast in-person or counter sales. This article explains how to search products, build a cart, choose a payment method, and complete a sale successfully.
Step-by-step sales flow
Open POS
Go to the POS page from the dashboard. You should see the product search area, cart area, and payment panel.
Search and add items
Use the product search to find an item by name or identifier. When you find the correct product, add it to the cart.
Review the cart
The cart should show: item names, quantities, unit prices, running subtotal, and any tax or discount calculation. Adjust quantities before moving forward.
Attach a customer if needed
If the sale should be linked to a customer, select the customer in the POS flow.
Choose a payment method
Available methods may include cash, card, bank transfer, or mobile money. For cash, enter the amount received so the system can calculate change.
Complete the sale
Review the total and confirm the sale. After completion, expect a success message, a completed transaction record, and updated daily sales data.
How to hold and retrieve POS transactions
Held transactions allow staff to pause a sale without losing the cart. This is useful when a customer needs more time, wants to add an item, or has not completed payment.
When to hold a transaction
- The customer leaves temporarily
- Payment is delayed
- The customer wants to continue shopping
- The counter needs to serve another customer first
How to hold a transaction
Build the cart normally
Add the customer's items to the POS cart as usual.
Use the hold action
Instead of completing the sale, choose the option to hold or save the transaction.
Retrieve a held transaction
Navigate to the held transactions view from the POS module. Use the transaction time, customer name, or item count to locate the right saved transaction.