Make your first sale at the counter

By the end of this guide you'll have rung up a sale on your phone, taken the money, and seen it come off your stock and show up in today's takings.

The example sells two Linen Shirts in size M and one in L, paid by M-Pesa.

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Step 1: Open the till

Tap Sell at the bottom of the screen, or New sale on your dashboard.

Every product you sell is a tile showing its price and, if you count its stock, how many are left. Too many to scroll through? Type in Search by name, SKU or barcode.

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Step 2: Tap what the customer is buying

Tap a tile once for each item. Tapping Linen Shirt M twice adds two.

A bar at the bottom keeps the running total in view, e.g. KES 7,500.00 · 2 items · Take payment. Tap it to go to the sale.

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Step 3: Check the sale

Under This sale you'll see each item with its quantity:

• Use + and − to change how many. At 1, the bin removes the item.
• Change lets you give a different price for this sale only, e.g. for a regular customer. Only people allowed to give discounts see it.
• Customer is optional for a sale at the counter. Pick an existing customer or add a new one, and the sale goes in their history.

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Step 4: Take the money

Under Paid by, choose how the customer paid:

• Cash
• M-Pesa: type the M-Pesa code from the customer's payment message, e.g. TJM4K7Q2LX. It's optional, but it stops the same payment being used twice.
• Bank: add the bank reference if there is one.
• Pay later: for customers who'll pay you later. The sale is saved as unpaid.

Then tap Take KES …. The button shows the amount.

Have the M-Pesa prompt switched on? You'll also see M-Pesa prompt, which sends a payment request straight to the customer's phone. See guide 6, How M-Pesa payments reach you.

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Step 5: Done

A green note confirms it, e.g. Sale ORD-000001 saved · KES 7,500.00 · paid, and the till is cleared for the next customer.

Tap Open it to see the sale: what was sold, the payment, and your profit on this order (worked out from each product's buying price). From here you can:

• Invoice: download a PDF invoice to send to the customer.
• Refund: give money back.
• Take goods back: record a return, which puts the items back in stock.

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What happens next, by itself

• Stock comes off straight away. The tiles now show 6 left in M and 5 in L.
• Your dashboard updates. Today shows the sale and its profit, and Best sellers starts filling in.

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Orders and quotations

At the top of the sale are three tabs:

• Sale now: the customer takes the goods with them. That's what this guide covers.
• Order: to be collected or delivered later. Its stock is held until you fulfil it. You can add a delivery address and fee, and note where the order came from (WhatsApp, a phone call, Instagram…).
• Quotation: a price to send the customer. Nothing is held until they accept it.

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Questions

Can my staff sell without seeing my buying prices and profit? Yes. Give them the Sales role (guide 7). They can sell, but never see what things cost you.

I have more than one shop. Pick the location at the top of the Sell screen, and the stock comes off that one (guide 11).