Sale Types Explained
| Type | What it does | Stock effect |
|---|---|---|
| Regular Sale | Immediate sale — customer takes goods now and pays (or is given credit) | Deducted immediately |
| Credit Sale | Sale is recorded but customer pays later — balance added to their account | Deducted immediately |
| Draft / Suspended | Save an incomplete sale to resume later (e.g. customer needs to get cash, or sale is on hold) | NOT deducted |
| Quotation | A price estimate sent to a customer — no commitment, no stock change | NOT deducted |
| Sales Order | Customer has confirmed and placed an order, but goods aren't dispatched yet — used for advance orders | NOT deducted until invoiced |
Draft / Suspended Sales
While in the POS screen, press F6 or click the Suspend button to save the current cart as a draft. Add a note to identify it (e.g. "Table 5" or "Customer called back"). To resume: click the Drafts icon on the POS screen and select the draft to restore it to the cart.
Quotations
To create a quotation: build the cart normally on the POS screen, then instead of clicking "Pay", click the dropdown arrow and select "Quotation". Enter an expiry date for the quote. The quotation can be printed or emailed. When the customer approves, open the quotation and convert it to a sale.
Sales Orders
Go to Sales → Sales Orders → Add Sales Order. Similar to a regular sale form, but the order is saved as "Pending". When you're ready to dispatch/invoice: open the sales order and click Convert to Invoice. This creates the final sale and deducts stock.
Sales Subscriptions
For recurring sales (e.g. monthly supply of goods to a regular customer), set up a subscription. Go to Sales → Subscriptions → Add Subscription. Configure: customer, products, frequency (weekly/monthly), start date. The system automatically generates the sale at each interval, avoiding manual re-entry for repeat orders.
