Step 3 — Take your first sale

Table of contents

• I. Goal
• II. Before you open the counter
• III. Retail vs wholesale — pick the right surface
• IV. Run a retail sale
• V. Add or pick a customer
• VI. Save a draft (or send to WBS / warehouse pick)
• VII. Take payment + print receipt
• VIII. Shift report and work shifts
• IX. What to verify
• X. If something goes wrong
• XI. Next step
• XII. Related articles

Vietnamese version

Bản tiếng Việt của bài viết này: Bước 3 — Bán hàng đầu tiên.

I. Goal

You can scan a product, attach a customer, take payment, and print a receipt end-to-end — for both retail (walk-in customer) and wholesale (on-account customer with credit terms). Any cashier can repeat the same flow.

II. Before you open the counter

1. Sign in to POS Workspace (/point-of-sale/sale) — see Sign-in and account.
2. Pick a store in the top bar (only if you have multiple stores).
3. Pick a register / lane — if the store has more than one lane, the system requires you to pick one before checkout unlocks.
4. Open a work shift — see Work shifts. The shift tracks who is holding the cash drawer.

Lane selection is required

If the store has more than one lane, you must pick a lane before you can sell. The system shows a “Pick a lane” banner until you do.

III. Retail vs wholesale — pick the right surface

The dashboard separates retail and wholesale into two distinct workspaces because they have different pricing, different payment methods, and different downstream flows:

Surface	Path	Pricing	Payment methods	When to use
POS Workspace (retail)	/point-of-sale/sale	Retail price list	Cash / Card / Wallet	Walk-in customer, single ticket, no credit terms
Wholesale Workspace	/dashboard/orders/create-wholesale	Wholesale price list (per customer)	Cash / Card / Bank transfer / Customer debt	Known customer, on-account credit, multi-line invoice

POS Workspace — the cashier’s home for retail sales.

Wholesale order form — pick the customer, apply the wholesale price list, optionally sell on credit.

Same product, two prices

A single SKU can have both a retail price and a wholesale price. The workspace picks the right one based on the surface: POS Workspace uses retail, the wholesale form uses whatever price list the selected customer is mapped to.

The retail-vs-wholesale split is enforced by route (/point-of-sale/... vs /dashboard/orders/...), not by a toggle inside a single page. If you need to switch mid-shift, finish the current sale first.

IV. Run a retail sale

1. Catalog panel (left) — click a product, scan a barcode, or search by name/SKU.
2. Cart panel (right) — adjust quantities with the + / − stepper, apply a line discount if the product allows it.
3. The cart header shows Subtotal · Tax · Total in real time. Checkout stays disabled until you have at least one line in the cart.
4. (Optional) Click the Customer pill at the top of the cart to attach a customer — see § V.
5. (Optional) Click Save draft if you want to come back to this cart later — see § VI.

When ready, click Checkout → the payment modal opens. See § VII.

Three items in the cart. Checkout is now enabled.

V. Add or pick a customer

The cart has a Customer pill (top of the cart panel) that opens a customer listbox.

You want to	Do this
Walk-in customer (no CRM)	Leave the customer empty. The order records as a guest sale.
Existing customer	Type a few letters of their name or phone in the listbox — the system filters live. Pick the right row.
Brand-new customer at the counter	Click + Add new customer inside the listbox. The Add customer modal opens — fill in name + phone (+ optional email) and Save. The new customer is auto-attached to the cart.

Adding a customer at the counter does not block the sale — it’s a quality-of-life improvement that lets you track the purchase against a customer record (loyalty points, wallet, future refunds, B2B invoice).

VI. Save a draft (or send to WBS / warehouse pick)

Three “park the cart” options live in the cart toolbar:

Action	When to use	What happens
Save draft	Customer pauses, walks away, will come back.	Cart state (lines, qty, customer, discounts) persists under a named draft in POS Workspace’s draft tab. Re-open later from Draft orders panel.
Send to warehouse pick	Some items need to be picked from the back warehouse, not the front shelf.	Mark the order for warehouse pick — the warehouse team sees it in POS → Warehouse board (/point-of-sale/warehouse-board) and prepares the items before pickup.
Save as quotation (wholesale only)	Wholesale customer wants a quote before committing.	Generate a quotation document; the customer can approve later from Orders → Wholesale.

Drafts are stored under a client-side identity (Code128 barcode) so the cart survives reloads, lane switches, and even brief offline windows. See POS Workspace tour → “Drafts” for the full persistence model.

VII. Take payment + print receipt

Click Checkout. A modal opens with:

1. Total payable at the top (the cart total).
2. A row of payment methods as chips — only the ones your store has configured in Settings → General → Payments appear.
3. A cash key-pad (if Cash is selected) for entering the amount tendered; the system auto-shows change due.
4. A split-tender mode if the customer pays partly by cash and partly by card.

Method	Flow
Cash	Enter amount tendered → see change due → click Confirm. Receipt prints.
Card	The paired terminal (PAX / CodePay / Stripe) prompts the customer to tap / insert / swipe. The system polls the terminal status; on success, the receipt prints.
Wallet	Confirm the deduction from the customer’s wallet; receipt prints.
Other / Bank transfer	Manual entry; mark as paid when the transfer clears.

The order is created with a Code128 barcode (the client’s client_order_id), not a numeric EAN-13 — the same barcode appears on the printed receipt and on the order detail page.

Order detail in the dashboard — the same order you just placed, with line items, payment method, totals, and timeline.

Full walkthrough: POS Workspace tour → “Checkout” / “Receipt”.

Shift report and work shifts

POS → Report — end-of-shift totals.

POS → Work shift — manage the current shift.

VIII. Shift report and work shifts

• The receipt prints with the correct store name + address (see header at Settings → General).
• Real stock decreased by the sold qty.
• The order appears in Sales activity → Orders (/dashboard/orders).
• Shift summary updated (cash drawer + order count).
• For wholesale: the order appears in /dashboard/orders/wholesale AND the customer’s debt tile on the dashboard ticks up if payment was on-account.

X. If something goes wrong

Symptom	Where to look
Printer doesn’t print	Receipt printer + POS Bridge status
Card payment stuck “pending”	Card terminal — verify WebSocket
Stock didn’t decrease	Items → Track stock is off, or the Lot is still pending (not delivered)
Customer picklist shows nothing	The customer was filtered out by another store — open the customer in Customers → List and check the Stores column.
Wholesale form won’t accept the order	The customer hit their credit limit — check the warning banner; ask them to pay down existing debt, or switch to a smaller order.

XI. Next step

→ Step 4 — Process a return: step 4.

XII. Related articles

• POS / Checkout
• POS Workspace tour
• Wholesale orders
• Work shifts
• Troubleshoot hardware