Authentic Venture Sdn Bhd

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:

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