Workflow: Completing a Sale

Overview

This workflow explains how a cashier or owner uses the Point of Sale (POS) system within ShopkeeperProMvp (Bambu) to ring up items, apply them to a customer's tab (or take cash), and finalize the transaction.

Prerequisites

  • A POS terminal or tablet logged into an active session.
  • Products must be pre-populated in the inventory system.
  • Required permissions: Owner or Cashier role.

Step-by-Step Instructions

  1. Navigate to the Point of Sale Click the POS icon from the left sidebar. The screen will load your grid of active inventory items.

  2. Add Items to the Cart Tap the products the customer wishes to buy. For multiple quantities, tap multiple times or use the multiplier input on the checkout sidebar.

    [!TIP] You can also scan barcodes if you have a Bluetooth scanner paired, which will instantly add the item to the cart.

  3. Select a Customer (Optional) If the customer wants to buy on credit (debt), you must click Assign Customer. Search for their name or create a new profile immediately. ![Assign Customer](../../assets/images/pos/assign-customer.png)

  4. Review & Checkout Review the cart total. If everything looks correct, tap Complete Sale.

  5. Choose Payment Method A dialog will pop up asking for the payment method:

    • Cash: Log how much cash was handed over to calculate change.
    • Card/Mobile Money: Mark as paid externally.
    • Credit/Debt: Only available if a Customer is attached to the sale. Selecting this adds the total sum to their outstanding balance.

Expected Outcome

  • The products' stock quantities are instantly deducted from your inventory schema.
  • The Sale object is logged in the Sales table for end-of-day analytics.
  • If purchased on credit, the Customer.debtBalance is updated.

Troubleshooting

  • Out of Stock Error: If you have "Strict Inventory" enabled, you cannot sell a product that has a stock of 0. You must either restock it or disable the strict setting in Business Settings.

Next steps

  • Managing Debts: How to record payments when the customer returns to pay off their tab.