How to Create a Sale in 925POS (Demo Store)

Overview

This guide walks you through how to create a sale in the Demo Store using 925POS. This process allows you to record transactions, assign customers, apply taxes, and save sales records accurately.

Step-by-Step Guide

Step 1: Navigate to Sales

• From your dashboard, click on Sales
• Select Sales again from the dropdown menu

Step 2: Create a New Sale

• Click on Create Sale

Step 3: Fill in Required Details

Enter all necessary information for the sale:

• Date
• Warehouse (source of goods)
• Customer Name
• Product
• Tax (if applicable)

Ensure all required fields are properly completed before proceeding.

Step 4: Select Customer

• Click on Choose Customer
• Select the appropriate customer from the list

Step 5: Add Product

• Type the name of the product
• Select the product from the dropdown options

Step 6: Apply Tax

• Enter the Order Tax value if applicable
• This may reflect product-level or order-level tax

Step 7: Add Notes (Optional)

• Include any relevant notes for the transaction if necessary

Step 8: Save the Sale

• Click on Save to complete the transaction

Best Practices

• Always confirm the correct warehouse to avoid inventory errors
• Double-check customer details before saving
• Ensure tax values align with your configured tax settings
• Use notes for special instructions or references

Expected Outcome

Once saved:

• The sale is recorded successfully
• Inventory is updated automatically
• The transaction becomes available for reporting and tracking