Sell Product Flow

Video Walkthrough

What This Page Covers

Standardizes the product checkout flow from item selection to submission so revenue, stock, and attribution stay correct.

Roles and Estimated Time

• Roles: front desk / cashier / shift lead
• Time: 3-8 minutes

Entry

Home -> Sell Products

Before You Start

• Confirm active pricing and promo rules for the shift.
• Confirm stock-managed products are configured.
• Confirm your account has permission to sell/edit amount/refund.

Steps

1. Open Sell Products, tap + Add, then verify line-item unit price, quantity, and Subtotal.
2. If needed, tap Select Customer and verify name/phone to avoid attaching the wrong profile.
3. Tap Select technician and confirm sales attribution for payroll/performance.
4. In Payment Info, verify Amount Due, actual paid amount, and payment method.
5. Tap Confirm Sale, then open the created record in Product Sales / Order Details to verify status, payment record, and stock deduction.

Acceptance Checklist

• Sell Products opens from Home and allows item selection.
• Product, customer, and technician fields work correctly.
• Amount due and paid amount are reconciled.
• Sale record is created with complete payment trace.
• Stock updates correctly after sale.

Key Notes

• Do a full order review before tapping Confirm Sale.
• Wrong customer/technician assignment causes downstream payroll and CRM errors.

FAQ

Action succeeded but list does not update.

Refresh Product Sales and check search/status tabs (All, Completed, Cancelled, Refunded).

Result differs from expectation.

Check SKU mapping, stock settings, and whether a later void/refund adjusted the record.