Processing your first sale β€” AADOPS Guide@endsection AADOPS
Guide β€Ί POS & Sales β€Ί Processing your first sale

Processing your first sale

Walk through the complete process of ringing a sale on the COMPLIED POS β€” from adding products to collecting payment and generating a receipt.

Seller
Updated 06 Jun 2026
Before you start
  • At least one product in your inventory
  • Setup wizard completed

Before you start

Make sure you have at least one product in your inventory and that your POS register is open. If you see a prompt to open the register, enter your opening cash amount and click Open Register before proceeding.

Step 1 β€” Open the POS

Tap or click the POS button in the top header bar at the top of the screen. The POS screen opens.

On desktop: The screen shows your cart on the left and your product catalogue on the right, side by side.

On mobile: The screen shows two compressed columns. The left column is your cart items. The right column is your product catalogue. At very small screen sizes (below 480px), products stack into a single full-width list. Scroll down on the right side to browse products.

Step 2 β€” Select the warehouse and customer

At the top of the POS screen you will see two dropdowns β€” one for the customer and one for the warehouse. Select the warehouse location you are selling from. Add a customer if you want to link this sale to a customer record (optional).

Step 3 β€” Add products to the cart

Tap or click any product to add it to the cart. It appears in the cart column with a quantity of 1. To change the quantity, tap the quantity field and type the correct number, or use the + and βˆ’ buttons. You can also search for a product by name or barcode using the search bar.

Step 4 β€” Review the cart total

Below the cart items you will see fields for discount and tax. The grand total updates automatically. On mobile, scroll down within the cart column to see the totals and payment button.

Step 5 β€” Process payment

Tap or click the Payment button. The payment modal opens showing the grand total. Select the payment status β€” Paid, Unpaid, or Partial. Select the payment type β€” Cash, Cheque, Bank Transfer, or Other. Enter the amount received. Tap Submit to complete the sale.

Step 6 β€” Receipt

After completing the sale, a payment slip modal appears with the receipt.

On desktop: Click Print to send to a connected printer.

On mobile: Tap Share to send the receipt via WhatsApp. This is the most practical receipt method for mobile users β€” the customer receives a formatted receipt message instantly.

Tip: On mobile, keep the POS screen in landscape orientation when you have many products β€” it gives you more space to see the product catalogue and cart side by side. Portrait mode works but requires more scrolling.
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Accepting different payment methods
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β†’ Accepting different payment methods β†’ Processing a return or refund β†’ Printing a receipt β†’ Offline mode β€” selling without internet