How to Submit a New Sale through the POS

In this guide, we’ll walk you through the steps of submitting a new sale using the Point of Sale (POS) module in Flawless POS. The POS module allows you to efficiently process sales, manage customers, and update product information. This guide will help you handle transactions smoothly.

You may refer to this tutorial for a step-by-step guide on how to submit a New Sale through the POS: 

https://www.youtube.com/watch?v=nBF-vypneVE

Step 1: Accessing the Point of Sale Module

To begin, access the POS module by following these steps:

1. Open the Left Navigation Menu on your dashboard.

2. Select the Sale option from the menu.
   
    

Example: Let's assume a customer is purchasing a bracelet in-store. We’ll process this sale using the steps outlined below.

Step 2: Finding the Product

Now that you’re in the POS module, locate the product the customer wants to purchase. There are several ways to find a product:

• Use the Search Bar to look up the product by name, SKU, or barcode.

• If you have a barcode scanner, you can simply scan the product for faster input.
  
   

Note: For this article’s example, we’ll manually select the bracelet product from the search results.

Step 3: Adding the Product to the Checkout

Once you’ve found the correct product, add it to the checkout by doing the following:

1. Click on the product in the search results.
   
   
   

Note: By default, only products in stock would display in the search results. However, you may also display products that are not in stock by ticking the box beside the In-Stock Only as shown in the image below:

This option is helpful for products that currently aren’t in stock and your customer wishes to purchase it as a special order.

2. The product will now appear in the Checkout section on the right side of the screen.

Step 4: Selecting the Customer

Before finalizing the sale, choose the customer making the purchase:

1. Click the Pick Customer button located at the bottom-right corner.
   
    

2. You can either select an existing customer or create a new one:

   • To add a new customer, click the New Customer button in the bottom-left corner.

   • In this example, we’ll select an existing customer from the list.
     
      

Note: When you select a customer, there will be an option to select whether the customer is:
A Walk Out Customer - A customer who is making a purchase in-store.

Ship To - A customer who wishes to have the order shipped out from the store.

Step 5: Editing Product Details in the Checkout

Once the product and customer are selected, you can update various fields in the checkout screen before proceeding with the sale. You may want to modify fields such as price, quantity, discount, or shipping charges.

To edit the details:

1. Click the Price number in the checkout screen.

2. A menu will appear allowing you to adjust the necessary fields.

   • For this example, we’ll update the price to $1500 and add a shipping charge of $25.
     
      
     
     

Note: There are 2 additional options located at the bottom of the fields. These are the Special Order and Pickup Later options.

The Special Order option enables customers to purchase items that are not currently in stock. By default, if an order is placed for a product with no remaining inventory, the Special Order box is automatically selected.

The Pickup Later option allows customers to collect their purchased items at a later date, offering flexibility for when the product is ready for pickup.

Step 6: Choosing the Appropriate Tax

At the bottom of the checkout screen, ensure that you select the correct Tax option based on your specific sales tax laws. 

Note: In the current example, we’re using a Zamp integration which calculates all appropriate taxes automatically. Anything outside of the integration requires you to use the Tax Category located in the Admin Settings of the POS:

To find these settings, you may simply navigate over to the Left Navigation Menu on your dashboard > Store>Admin. Under Account Tab, you may head over to the Payments Tab and scroll all the way to the bottom to find the Tax Settings.

Step 7: Proceeding to Checkout

Once you’ve configured the product details and tax:

1. Press the Checkout button to continue.

2. If the products are to be shipped, you may choose to configure the shipment or to add custom tracking details. However, if the customer makes an in-store purchase, you may simply click the Next button located at the bottom right corner.
   
   

3. You’ll be taken to the Store Sale Details section, where you can review or edit customer information.
   
   

Note: In this example, we’ll leave the customer details at their default values and proceed to the next step.

Step 8: Selecting the Sales Person and Payment Method

In the final checkout section, you can:

• Change the Sales Person handling the transaction.

• Select the Payment Method the customer will use.

• Should there be any need for additional information, you may add it under the Sale Notes field. Any information added under this field would also show up on the Receipt and Sales Details of the purchase.
  
  

Tip: We’ll cover payment options in more detail in future articles. For this example, we’ll choose the Cash option.

Step 9: Submitting the Sale

Once everything is set:

1.  Press the Submit Sale button to complete the transaction.
   
    

After submitting the sale, you’ll have the option to send, print, or view the receipt.

Step 10: Finalizing the Sale and Continuing to the Next Customer

Once the sale is submitted, click the OK button to begin checking out the next customer.

That’s it! You’ve successfully submitted a new sale through the Flawless POS system.

Troubleshooting

If you encounter any issues while trying to submit a New Sale through the POS, please reach out to  Flawless POS customer support for technical assistance.