Complete a point-of-sale transaction
Build a basket, identify the customer, collect one or more tenders, and issue the sale without losing register or inventory control.
Where this lives
- Sales › New
/dashboard/sales/new
Permissions needed
- Sales · Create
Any one of these grants access. Ask an administrator if the screen is not visible to you.
Before you start
- An open register session
- An active fulfilment location
- Sellable stock for each product
Complete the workflow
- 1
Confirm your register
Open or select your register before scanning products. All cash received and change given are recorded against this session.
- 2
Add products
Scan a product, pack, carton, or scale barcode; use keyboard search; or select a product. Choose the selling unit and review its entered quantity, unit price, discounts, tax and converted stock availability.
- 3
Identify the customer
Select an account when the customer needs credit, loyalty points, a quotation-linked sale, or a customer statement. Walk-in customers may remain unlinked.
- 4
Collect payment
Add cash, card, bank, M-Pesa, gift voucher, loyalty, or credit tenders as allowed. Split payment is supported; cash tender records actual cash received and calculates change.
- 5
Complete and verify
Confirm the applied total and change before completing. Print or download the receipt from the completed-sale view.
Useful tips
- Press Ctrl+Enter when the payment panel is ready.
- A barcode scanner normally behaves like a keyboard and submits the scanned code.
- Use a linked customer whenever a balance will remain due.
Troubleshooting
A balance-due warning appears
Link a customer account or add another payment so the remaining balance is zero.
M-Pesa cannot complete
Wait for the Lipana STK request to succeed; its amount must exactly match the applied tender.
Loyalty is unavailable
Select an eligible customer and confirm that the loyalty programme and your redemption permission are active.
Related guides
Open, operate, and close a cash register
Control the cashier session from opening float through physical count and manager review.
Process POS returns and refunds
Return sold products, choose their inventory disposition, obtain approval where required and refund the original tenders.
Configure and operate customer loyalty
Control how customers earn, redeem, refund and adjust points while retaining an immutable points ledger.
Catalogue 2026.08.10