BillBook’s Point of Sale (POS) system allows businesses to handle sales transactions, credit sales, quotations, drafts, and multiple payment methods seamlessly. 🚀💳

📌 Selling Products, Price Adjustments, Discounts, Lot Numbers & Expiry #

✅ Go to → Sell → POS
✅ Selecting Customer:

• By default, it selects “Walk-In Customer”.
• Search by Name, Customer ID, or Phone Number.
• Click the “+” button to add a new customer.

✅ Searching & Adding Products:

• Enter Product Name or scan the barcode to find the product.
• If multiple matches appear, select the correct product from the dropdown list.
• The product will be added to the cart automatically.

✅ Modifying Price, Tax & Discount:

• Click on the Product Name to edit the Price, Tax, or Discount.
• Inline Tax must be enabled in Business Settings → Tax → Enable Inline Tax.

✅ Selecting Lot Number & Expiry Date:

• If Lot Number is enabled, it will show an option to select the lot number.
• If Expiry Date is enabled, it will show the expiry selection field.

✅ Canceling Sales:

• Click “Cancel” to discard the sale. Canceled invoices are NOT saved, and stock is NOT deducted.
• Click “Finalize” to complete the sale, add payment, and print the invoice.

📌 Invoice Printing: Set browser margin settings to “Default” for correct invoice printing.

✅ Viewing Past Sales & Drafts:

• Sell → List Sales to view completed sales.
• Sell → Drafts to view saved drafts.
• Both Drafts & Sales can be edited before finalizing.

✅ Express Checkout:

• Marks sale as Paid in Cash instantly with no separate payment screen.
• Invoice printing depends on Business Location Settings.

💳 Credit Sales & Partial Payments #

📝 100% Credit Sales #

✅ Go to → Settings → Business Settings → POS
✅ Enable “Show Credit Sale Button” ✅
✅ On the POS screen, click “Credit Sale” to mark the sale as credit.

📝 Half Credit & Half Payment Sales #

Example: If the invoice is $1000, and the customer pays $700 in cash and $300 on credit, follow these steps:

✅ Click “Multiple Pay”
✅ Select Cash and enter $700
✅ Click “Finalize Payment”
✅ The remaining $300 is automatically recorded as a credit balance for the customer.

📋 Previous Sale Amount in Sales #

✅ If the same customer buys the same product again, the previous sale price is shown as a reference.
✅ Useful for tracking previous sales & consistent pricing.

📌 Available in BillBook version 4.7.8 and above.

📝 Draft & Quotation in BillBook #

✅ Creating a Draft or Quotation:

• Drafts & Quotations are useful when sales are not finalized yet.
• Stock is NOT deducted for Drafts/Quotations.

✅ Convert Draft/Quotation to Final Sales Invoice:

• Go to → Sell → List Drafts/List Quotations
• Click Actions → Edit
• Change the status from Draft/Quotation to Final Sale and Save.

✅ Copy a Quotation:

• Go to → Sell → List Quotations → Actions → Copy Quotation
• This creates a duplicate quotation that can be modified.

⏸️ Suspended Sales #

Suspended Sales means a temporary hold on a sale without canceling it.

✅ Stock IS deducted for suspended sales.
✅ View Suspended Sales → Click the Yellow Button at the top-right corner.

📌 Common Use Cases for Suspended Sales #

1️⃣ Grocery Stores:

• Customer forgets their wallet but will return shortly.
• Cashier can suspend the sale and process another customer.

2️⃣ Restaurants:

• Orders can be suspended for customers dining in.
• When they finish eating and are ready to pay, the sale is finalized.
• Example: Tables Table 1, Table 2, etc. can be suspended & resumed.

3️⃣ Hotels:

• Guests staying multiple nights can add items to their bill (Room Service, Meals).
• When they check out, the bill is finalized and paid under their room number.

💵 Payment Methods: Cash, Card & Multiple Pay #

✅ Cash Payment: Customer pays the exact invoice amount.
✅ Card Payment: Customer pays entire invoice by card.
✅ Multiple Pay:

• Used when a customer pays with multiple payment methods (e.g., $50 by cash, $30 by card).
• Also used to calculate return change when a customer overpays.

📥 Adding Payments from Contact (Supplier Dues) #

✅ Go to → Contacts → Suppliers
✅ Click Actions → Pay Due Amount
✅ Enter payment details and Save.
📌 If no payment is due, this option is not displayed.

🔢 Rounding Mechanism for Total Sales Amount #

To round the total payable amount, follow these steps:

✅ Go to → Settings → Business Settings → Sales
✅ Choose Amount Rounding Method:

📌 Rounding Options:
1️⃣ Round to the nearest whole number (e.g., $1.49 → $1.00, $1.51 → $2.00).
2️⃣ Round to the nearest decimal multiple of 0.05 (e.g., $1.49 → $1.50, $1.54 → $1.55).

🚀 Why Use BillBook’s POS & Sales Features? #

✅ Seamless sales processing with barcode scanning 🛒
✅ Flexible payment methods (Cash, Card, Multiple Pay) 💳
✅ Manage suspended sales & draft quotations efficiently ⏸️
✅ Track customer credit sales & past sale amounts 📊
✅ Auto-apply taxes, discounts, lot numbers & expiry dates 📦

With BillBook’s POS and Sales Features, handling sales transactions is fast, accurate, and user-friendly! 🚀💰

Let me know if you need any refinements! 😊

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