Sales/POS User Help Path
Sales and POS users help convert stock and services into customer transactions while keeping receipts, payments, returns, and stock deductions clear.
What Sales/POS Users Usually Do
- Create or update customer records.
- Prepare quotations, invoices, or counter sales depending on the workflow.
- Record payments and issue receipts through approved payment methods.
- Process returns, refunds, or credit notes according to policy.
- Confirm stock is deducted from the correct warehouse or POS counter.
First Workflows To Learn
- Open Sales Overview and POS Overview to understand the difference between invoice sales and counter sales.
- Create or find a customer.
- Create a quotation or invoice and verify item, tax, price, and payment terms.
- Complete a POS sale and confirm the receipt and stock deduction.
- Practice a return or credit note in a supervised setting before using it on live sales.
Before closing a sale: Confirm customer, item, quantity, price, warehouse, tax, discount, and payment method.
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