Make Sales (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.

Make Sales (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.

Selling Products, Changing Product Prices, Tax & Discount, Lot number & Expiry #

Go to – Sell -> POS

POS Screen

1. You can see today’s Date and time and POS Keyboard shortcuts ( you can change the shortcut key  )
2. Add expenses from POS Screen, click on the popup  ( Add Expense )
3. once you suspend the sales you can see all the suspended sales here
4. Click to Fullscreen the window
5. Instant sales return – Type the Invoice number then click to send, automatically redirect the sales return page after you can enter the return qty
6. Quick Calculator
7. Live POS register Details History
8.  Close the Daily register, once you click close register you can see today’s total sales, Refund, credit sales, most sold products, expenses, brands, etc.. and  Total cash Payment, Cheque payment, Card Slips, etc…
9. Click to Back, Dashboard
10. By default, there is a “Walk-In Customer”. You can search for your customer by name/customer id or phone number 
11. add a new customer by clicking the plus (+) button “Add Customer”.
12. Enter the Product Name Or scan the barcode to search for the product. If multiple products are matched then it displays the dropdown of products and selects the product from it. Or if there is a single product then it directly gets added to the cart.
13. add a new Product by clicking the plus (+) button “Add Product”.
14. Product added to the cart, Clicking on the product name will open a popup where you can change the unit price, tax, and discount of a product, and add notes. More Details
15. you can enter the qty or use the “- ” or “+” buttons to increase and decrease qty
16. automatically show the price and if you need to change the price just type the price
17. automatically show the product’s total amount 
18. if you selected multiple products and you need to remove a single product just click the “X” Button
19.  choose the Unit based on your product, Pcs, Cartoon, Dozen, etc.
20. Choose the product category to show only the selected categories’ products 
21. Choose the product Brand to show only the selected Brand products 
22. If you need to save the invoice without making any sales click the Draft,
23. this option for making a quotation
24. Click suspend your sale temporarily after suspend you can see the suspended sales in the Icon mark Top Number “3”
25. If you need to make credit sales this is the option
26. If the payment is made by Card choose this option and No need to enter the Card number just click Finalize button
27. If the customer paying the amount multiple methods Eg: the customer’s Total Amount is $100 and the customer is Given Cash $30 balance of $70 given Card, in this card you need to choose the option More Detail Click here 
28. Cash sales click here to cash payment 
29. If the Invoice needs to be cleared or reset just click To cancel the sales click on the cancel button. Cancel invoices are not saved in the system, so no stock will de be deducted.
30. Total Invoice amount need to pay the customer 
31. You can see the recent 10 Sales and the recent 10 Quotations, Draft here, also you can delete, edit and Print options are also available 


Selecting the Lot number for a product #

  •  If lot number is enabled then it will show the option to select lot number. (Enabling Lot number)

Selecting Expiry for a product #

  • Expiry Date: If the expiry date is enabled then it will show the option to select the lot number.  (Enabling expiry)



Changing Product Price, Tax & Discount for a product #

  • After the products get added, click on the product name to modify product price, tax & discounts.
    NOTE: Option for different tax in products will be shown only if 
  • Inline tax is enabled. You can enable it from Business Settings -> Tax -> Enable Inline Tax in the purchase and sell
Product popup
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  1. Product Unit Price before Tax you can change the price if you need from here
  2. Select the product discount type Fixed or Percentage 
  3. after you can decide the discount amount.
  4. if the product has Taxed you can select the tax, which is Inline Tax, if you are using Order Tax don’t select here because if you select inline tax and order tax invoice will show both taxes, so please make sure which tax your business
  5. If you need to add any notes like IMEI, Serial Numbers, or Any other information you can type them here, and you need to enable show description when you create this product ( Option 9 ) and invoice setting both ticks you need to enable otherwise this note will not appear in the invoice.



To finalize the invoice click on Finalize – Add the payment options and save it.

On save it will display an invoice printing option.

NOTE: For the invoice to print correctly – The Margins options should be set to “Default”.

The list of sales can be viewed from Sell -> List Sales.

A list of drafts can be viewed from Sell -> Drafts.

Both Sell & Drafts can be edited to make any changes.

Express Checkout: Express Checkout means the sale will be marked as Paid and the payment method will be cash. No separate payment screen will be displayed. Printing of invoices depends on the business location settings.

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100% Credit Sales #

  • To sell on credit to the customer you first need to enable this button by going to Settings -> Business Settings -> POS -> Show Credit Sale Button
  • Then on the POS screen, you will be able to see a button “Credit Sale”, simply click this button to make sales on credit.

Half Credit & half payment Sales: #

Suppose the invoice amount is $1000, the customer pays $700 cash, and $300 is credited amount on him, then follow these steps:

  1. Click on the multiple pay button
  2. Select the payment method and enter the amount paid by the customer. ($700 in our example)
  3. Click finalize payment.
  4. Now, the pending amount is automatically added as a credit amount on him (or an amount to be taken from the customer)

Previous sale amount in Sales: #

If a sale is made for the customer for a subsequent time for the same product, the previous amount in which the product is sold will be shown for reference in add sale screen.

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This feature can also be used for the purchase of the same products from a supplier.

Draft & Quotation #

This is useful if you want to create a quotation before sales.

Marking a sale as Draft or Quotations will not deduct the available stock.

You can view all Quotations & Drafts from List Quotation or List Draft respectively. The existing draft/Quotation can be edited to make it a final sale.

Convert Draft/Quotation to Sale invoice #

To convert a draft/quotation to a sale invoice, follow the steps below

Go to List draft / List quotation. Click on the action button.

Select edit in the dropdown.

Change the status from draft/Quotation to Final and save it.

Suspended Sales #

Suspend Sales means unfinished sale or hold Sale.
Suspended sales stock gets deducted from available stock. You can view all suspended sales by clicking on the Yellow Color button present at the very top right of the screen (above the date).

Some Use Cases of Suspended sales #

  1. In a grocery store, if you have a suspended button, you can suspend a particular customer’s sales and entertain another customer, when he comes back you can proceed with his sale.
  2. In Restaurant, you can suspend the order of customers if not yet paid, and finish it when they finish eating and paid their order, so you can proceed to final sales. You can put Table 1, Table 2, Table 3… so when they finish it’s easy to identify table 3 going to pay.
  3. In the hotel, lots of customers check in to stay for 2 nights and order some foods and customers say, just charge to room 024. So you can suspend their orders and edit if there is some additional order and suspend again. Finally, it is when they pay their bills. on Hotel, on Reference Number: Room 009, Room 012

Card / Multiple Pay / Cash #

  • Multiple Pay: Used when the customer wants to pay with different payment methods like some amount by card, some by cash, and some other payment methods. This option is also used when the customer doesn’t pay the exact tender amount and you need to calculate the Return Change.
  • Card: Used when the customer wants to pay the complete invoice by card.
  • Cash: Used when the customer pays the exact amount of the invoice in cash. If the customer pays less or more amount than the invoice amount then use Multiple Pay to get a change return.
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Adding payments from Contact #

Go to contact -> Suppliers. Click on actions for the supplier and it will show “Pay Due amount”, click on it and pay the amount. The “Pay Due amount” this option is not displayed if there is no payment due.

Adding/Editing Payment Method or Pay-Via #

Follow Add/Edit Pay-Via / payment method.

Rounding Mechanism for total Sales amount or total payable #

Rounding helps to round the total payable to the nearest currency exchange available.

To enable rounding go to Settings -> Business Settings -> Sales and choose the Amount rounding method

Amount rounding method

  1. Round to nearest whole number: It will round the payable value to the nearest whole number. For example, 1.49 will be rounded to 1.00, and 1.51will be rounded to 2.00
  2. Round to nearest decimal (multiple of 0.05): It will round the payable value to the nearest decimal number which is a multiple of 0.05. For example, 1.49 will be rounded to 1.50, 1.51 will be rounded to 1.50,  1.59 will be rounded to 1.60, 1.54 will be rounded to 1.55
    Similarly, all other rounds to the nearest decimal number work as per the multiplier.