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How to Create a Sales Transaction

This guide explains how to create and complete a sales transaction using the OfficeCentral POS module.

Sales transactions allow users to record customer purchases, process payments, and generate receipts.

 

Before Starting

Ensure that:

✅ Counter has been created.
✅ Counter has been opened.
✅ Required items and Pricebook are available.

 

Where to Access

POS > Point of Sale (POS)

 

How to Create a Sales Transaction

Step 1: Access POS Screen

After opening the counter, the POS sales screen will be displayed.

The following functions are available:

No.	Menu	Function
1	Home	Return to counter list
2	Orders	View previously saved orders
3	Invoices	View completed sales transactions

 

Step 2: Select Pricebook

Select the required Pricebook from the right panel.

Users may also search for Pricebook using:

• Pricebook Category
• Pricebook Name

 

Step 3: Add Items into Cart

Select the required items from the Pricebook.

Users can perform the following actions:

• Change item quantity
• Apply discount
• Remove items using the delete icon

Review all items before proceeding.

 

Step 4: Save Order (Optional)

If payment is not required immediately:

1. Click Save as Order.
2. The system will create an Order Acceptance record.

The order can be reviewed later from the Orders section.

 

Step 5: Proceed Payment

To complete the transaction:

1. Click Pay.
2. Enter the payment amount.
3. Select payment method.
4. Enter payment reference number (if applicable).
5. Click Checkout.

 

Step 6: Print Receipt

After successful payment:

1. The receipt print preview will appear.
2. Click print to generate the customer receipt.

 

Step 7: View Completed Transactions

To view recent transactions:

1. Click Invoices.
2. The invoice list will display completed sales transactions.

 

Important Notes

⚠️ Saving an order is optional. Users may proceed directly to payment if the transaction is completed immediately.

⚠️ Stock availability must be sufficient before completing a sales transaction.

⚠️ Receipt printing is only available after successful payment completion.

 

Summary

Action	Result
Add Item	Adds product into transaction
Save as Order	Creates order acceptance
Pay	Starts payment process
Checkout	Completes transaction
Print Receipt	Generates customer receipt
Invoice	Stores completed sales record