Purpose: The purpose of recording a sale is to ensure every transaction is tracked. This is essential for managing your inventory, monitoring your revenue, and getting a clear overview of your business's performance.
Accessing the App
Required Role: Sales Clerk
Log in to Luvelo POS using the mobile app or by visiting app.luvelo.org/pos in your web browser.
Recording a Sale
From the home screen, click Sales.
You will then see a list of recorded sales, click the + button in the top right corner to start a new sale.
Fill out the sale details and save
Product List - Choose the product list you want to initiate the sale for (e.g. Tuck Shop).
Customer Type - Choose if the customer is an employee or other.
Customer/Employee Name - If customer is an employee, choose from employee list dropdown. If other, input customer name.
Memo - Add any additional details or special notes about the sale.
Click + Product to Cart to add items.
A new direct sale item screen will show, here you can add item details and save.
Select Product - Choose what product you are selling within the chosen product list.
Unit Price - Enter the product price. If a price was included when adding the product to the product list, the price will auto-populate.
Quantity - The number of product(s) you are selling.
Discount on Unit Price - The amount you wish to subtract from the price of a single unit of the product.
Once you have all your product(s) added, you can click proceed to checkout.
Fill out the sale payment information and save.
Amount - The total cost of the sale, which is automatically calculated based on the quantity, unit price, and any discounts applied.
Payment Method - How the customer chooses to pay for the sale. This could be a bank card, cash, or another accepted form of payment.
Employee - If payment method is payroll deduction, select the employee to deduct from.
Memo - A field for adding any additional details or special notes about the sale.
A signature filed will pop-up. The customer should sign and save.
Once payment done, you can also view payment receipt. To view payment receipt, click view payment receipt.
You will the see payment receipt information.
