Sales & POS
Selling at the counter, receipts, returns, discounts and the cash register.
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How to Make a Sale in SellarPro
To make a sale in SellarPro, open the POS screen, scan or search for the products, choose the payment method, and press Finalize. The receipt prints and the stock drops automatically.
How to Approve a Cashier's Discount or Credit Sale
Turn on Sale Approvals in Settings → Business Settings → Modules and give your supervisors the approval permissions. A cashier who may not give a discount or sell on credit then sends the sale for approval, and a supervisor approves, edits or denies it under Sales → Pending Approvals.
How to Sell on Credit and Collect What Customers Owe
Select the customer and click Credit Sale to put the whole sale on their account, or take part payment. When the customer comes back, use Pay due next to their name at the POS, or tick Collect due with this order to clear old debt with a new sale.
How to Open and Close a Cash Register
Before the first sale, enter the opening float in Cash in hand and click Open Register. At the end of the shift click Close Register on the POS screen, count the drawer into Counted Cash and close. Managers read the shift in Reports → Registers.
How to Handle a Customer Return and Refund
Open Sales → All Sales, click Actions on the sale and choose Sell Return. Enter the Return Quantity for each item. Switch on Refund the customer now to pay them back on the spot, or leave it off to keep the return as credit on their account.
How to Keep Selling When the Internet Goes Off
If the internet drops while the POS is open, keep selling. The screen shows OFFLINE MODE, sales are saved on that device with a receipt, and they are sent to SellarPro automatically when the connection returns. Pending Offline Sales shows what is waiting.
How to Close a Cash Register with a Blind Count
Give cashiers permission to close a register but not to view it. When they close, they count the drawer and enter the total without seeing what SellarPro expects. If the count is short, they must explain the shortage before the register closes.
How to Hide Stock Quantities on the POS
Open Settings → Business Settings → POS, tick Hide stock quantity on POS and save. Stock counts disappear from the POS screen for every user, while stock limits still apply and out-of-stock products are still marked.
How to Use the New POS Screen
Switch on Enable new POS interface (Beta) under Settings → Business Settings → POS. Cashiers then see a Try the new POS button on the POS screen, with a product grid, a cart and one-tap payment buttons. They can go back with Switch to classic POS at any time.
How to Create a Quotation and Turn It into an Invoice
At the POS, add the items and click Quotation instead of taking payment. Find it later in Sales → Quotations. When the customer agrees, open Actions and choose Convert to invoice. Use Mark as Proforma Invoice if they need a proforma first.
How to Print, Download or Share an Invoice
Open Sales → All Sales, click Actions on the sale and choose Print Invoice to reprint, Download pdf to save it, or Invoice URL to get a link the customer can open. Packing Slip and Delivery Note are there too.
How to Edit or Delete a Sale
Open Sales → All Sales, click Actions on the sale and choose Edit to change items, prices or the customer, or View Payments to correct a payment. Delete removes the sale for good and asks for a reason, which is kept in the Deletion Log.
How to Use Drafts and Suspended Sales
Click Suspend on the POS to park a sale while you serve the next customer, and pick it up from View Suspended Sales. Click Draft to save a sale to finish later; drafts are listed under Sales → Drafts. Neither moves stock.
How to Set Up Automatic Discounts
Open Sales → Discounts and click Add. Choose the products, brand or category, the Discount Type (Fixed or Percentage) and amount, and the dates in Starts At and Ends At. The discount applies by itself at the POS while it is active.
How to Charge a Service Fee on a Sale
Switch on Service Fee under Settings → Business Settings → Modules. At the POS, click the Service Fee line in the totals, check the Service Name and amount and click Update. The fee is added to the total, printed on the receipt and listed under Sales → Service Fees.
How to Track Orders the Customer Collects Later (TBC)
Switch on To Be Collected (TBC) under Settings → Business Settings → Modules. At the POS, tick To Be Collected when the customer pays now but takes the goods later. Sales → TBC Orders lists what is still waiting, and Collect Items records each handover.
How to Record Deliveries and Delivery Fees
At the POS, click Shipping in the totals to add the Delivery Address, Shipping Charges, Delivery Status and Delivery Person. Track every delivery under Sales → Deliveries, and update it with Edit Delivery. Delivery fees are kept out of your sales and profit.
How to Set Up Recurring Sales (Subscriptions)
Switch on Enable Subscription under Settings → Business Settings → Modules. On a sale, tick Subscribe? and set the Subscription Interval and No. of Repetitions. SellarPro raises the invoice again automatically, and Sales → Subscriptions lists them all.
How to Import Past Sales from a Spreadsheet
Open Sales → Import Sales, click Download template file and fill it in. Upload it under File To Import and click Upload and review. Match each column to a sales field, choose the Business Location and how lines are grouped into invoices, and submit. A batch can be undone with Revert Import.
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