Creating Orders (New Sale)

Opening the Sale Screen

There are several ways to start a sale:

• Click the New Sale button, which is always pinned in the sidebar.
• Use the New Sale quick action on the Dashboard.
• On mobile, tap the round New Sale button in the center of the bottom bar.
• If you installed Cashvio as an app, long-press the app icon and choose New Sale to jump straight to the register.

The sale screen opens in full-screen mode, designed for fast, touch-friendly selling at the counter.

From the top bar you can also open Today at this store for a quick look at today's revenue, orders, and cash vs non-cash for the store you are selling from. See Today at This Store. Sales lists today's sales at this store, where you can reprint a receipt or sell the same items again (Today's Sales).

The Catalogue Panel

The main area of the screen shows your products as tiles, or as a compact list (name, options or stock, price) when you switch with the grid/list toggle (in the catalogue toolbar on desktop, next to the search field on phones). The choice is remembered on this device.

1. Pick a view: All shows the whole catalogue, Favorites the products you pinned, and Recent the last items added on this register. See Favorites, Recent, and Remembered Defaults.
2. Browse by category: Use the category chips (All categories or one category) to filter products. On desktop they also filter Favorites and Recent; on phones they appear in All.
3. Search: Find products by name using the search field. With a keyboard, use the arrow keys and Enter to pick a result (see POS Cashier Shortcuts).
4. Tap a product to add it to the cart. If the product has multiple variants (size, color, etc.), a variant picker opens so you can choose the right one.
5. Out-of-stock products are indicated on the tile, products with five or fewer tracked units show n left, and stock limits are enforced when adding to the cart. A product already on the ticket shows its count and a highlighted border.
6. When a search finds nothing, the empty state offers One-time custom item so you can still ring it up.

Display options at the end of the catalogue toolbar let each register choose the Sort order, the Tile size (Comfortable or Compact), whether to Hide out-of-stock products, and whether to play Sound and vibration when items are added. See Display options.

To add items with a USB or Bluetooth scanner or your device camera, or to add several units of one product at once, see Barcode Scanning on New Sale.

The Cart (Ticket)

The cart panel shows everything about the current sale: customer, fulfillment method, line items, and the running total. On mobile, the cart appears as a bar at the bottom of the screen. Tap it to open the full cart drawer.

From the cart you can attach a customer, apply coupons and manual discounts, add service or delivery fees, and sell custom items that are not in your catalogue. See Cart, Discounts, and Fees for the full walkthrough.

See what was just added

Every item you add gets a short confirmation, whether you tap it, scan it, pick it from Favorites or Recent, ring it up as a custom item or use Duplicate:

• On phones, the cart bar at the bottom shows + and the item name for a moment and pulses once.
• When the ticket is shown beside the catalogue, it scrolls to the added line and highlights it briefly.

If the device is set to reduce motion, the pulse and highlight are off and the ticket moves to the line without animating.

Change a line

Each line shows the item, its price and the quantity. Use + and − to change the quantity, or tap the number to type one (see Type a quantity). At quantity 1 the minus button turns into a bin that removes the line.

Tap a line (its name or price) to open the line sheet. With a mouse you can also right-click the line. With a keyboard, move to the line with Tab and press the menu key. The sheet shows the item with its quantity and price, then these actions and the line's note:

If the extras can't be loaded, a message tells you and the line stays as it is. A line resumed from an older held ticket may not show Change extras: remove it and add the item again to pick different extras.

Swipe to remove (touch screens)

On a phone or tablet, swipe a line to the left to remove it (to the right when the screen is in Arabic). A red Remove label shows behind the line as it slides. Let go once the line has moved far enough and it is removed; let go earlier and it springs back. Scrolling the ticket up and down works as usual. With a mouse or trackpad, lines don't swipe.

Clear the ticket

When the ticket has items, a row above the lines shows the item count and Clear.

1. Tap Clear.
2. Clear this ticket? lists what goes and what stays. Tap Clear ticket to confirm, or Cancel to keep everything.

Clearing removes every item, the discount, the coupon, the order note, any fee changes and a quantity multiplier you set (such as ×6). The customer, fulfillment method, delivery address, table number and sales channel stay on the ticket, so you can ring up the right items for the same customer straight away.

Undo a removal

When you remove an item (with the bin button, by typing 0, by swiping, or with Remove in the line sheet), an Item removed message appears with Undo for about 6 seconds. After Clear, the message reads Ticket cleared. Tap Undo to put back exactly what was removed: the line in its old place with its quantity, extras and note, or, after Clear, every line with the discount, coupon, order note and fee changes. A quantity multiplier does not come back.

• Only the last removal can be undone. Removing another item replaces the earlier Undo.
• Undo goes away as soon as the ticket changes in another way: adding an item, changing a quantity, extras or a note, duplicating a line, New Sale, Hold, resuming a held ticket or an unfinished sale, tapping Charge, or switching store.

Taking Payment

When the cart is ready, tap Charge / Checkout to open the payment dialog. Choose cash, online, receipt, or store credit, take partial or scheduled payments, or skip payment for pickup and delivery orders that will be paid later.

See Taking Payment and After the Sale for payment methods, store credit, partial payments, and what happens on the success screen.

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