> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bumara.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Point of sale

> Selling over the counter — building a cart, taking payment, printing a receipt, and how stock is deducted.

The till handles counter sales. Build a cart, take payment, print a receipt — and stock is deducted
automatically as part of completing the sale.

## Making a sale

<Steps>
  <Step title="Select the location">
    Which shop or store you are selling from. Stock is deducted from here.
  </Step>

  <Step title="Add items to the cart">
    Three ways:

    | Method           | Use when                                 |
    | ---------------- | ---------------------------------------- |
    | **Search**       | Type the item name or code               |
    | **Barcode scan** | The item has a barcode. Fastest by far   |
    | **Visual scan**  | No barcode, but a reference photo exists |

    See [Scanning](/inventory/scanning).
  </Step>

  <Step title="Adjust quantities and prices">
    Quantities default to one. Prices come from the item, and can be overridden per line where your
    policy allows.
  </Step>

  <Step title="Apply a discount if there is one">
    Either a percentage of the cart total, or a fixed amount off.
  </Step>

  <Step title="Select the payment method">
    Cash, card or mobile money.
  </Step>

  <Step title="For cash, enter the amount tendered">
    The change due is calculated and displayed.
  </Step>

  <Step title="Complete the sale">
    Stock is deducted and the sale is recorded.
  </Step>

  <Step title="Print the receipt">
    Optional, and formatted for a standard thermal printer.
  </Step>
</Steps>

## Items with no stock

Items with zero on-hand quantity are hidden from the till by default, so staff cannot sell what is
not there.

If an item that should be available is not showing:

| Cause                            | Fix                                      |
| -------------------------------- | ---------------------------------------- |
| Stock genuinely at zero          | Receive or transfer stock in             |
| Goods received but not entered   | Post the receiving adjustment            |
| Stock is at a different location | Transfer it, or switch the till location |
| Item is archived                 | Reactivate it                            |

## Tax

Prices at the till are **tax inclusive** — the price shown already contains the tax.

| Code    | Meaning              | Rate |
| ------- | -------------------- | ---- |
| **A**   | Standard rated VAT   | 16%  |
| **TOT** | Turnover tax         | 4%   |
| —       | Exempt or zero rated | 0%   |

The tax portion is extracted from the inclusive price and shown separately on the receipt, which is
what customers and ZRA expect to see.

## Discounts

A single discount applies to the whole cart, as either a percentage or a fixed amount.

<Warning>
  Decide who is allowed to discount and by how much, and make it a policy rather than a judgement
  call at the counter. Discounts applied at the till are the easiest margin leak to miss, because
  each one individually looks small.
</Warning>

## The receipt

Formatted for an 80mm thermal printer, and includes:

* Your business name and the location
* Date and time
* Each line: item, quantity, unit price, line total
* Subtotal, discount, tax breakdown, grand total
* Payment method, and change given for cash

## How stock is deducted

A cash sale is recorded as a stock adjustment with the reason **sale**, created and posted
immediately. This means counter sales go through exactly the same audited path as every other stock
movement — they appear in the item's movement history alongside adjustments, transfers and counts.

<Note>
  If a sale fails to complete, it leaves a draft adjustment behind rather than silently
  disappearing. If you suspect a sale did not register, check the adjustments list for an unposted
  draft.
</Note>

## Sales history

Open **Inventory → Sales → Cash sales** to see every transaction.

| Filter         | Use                          |
| -------------- | ---------------------------- |
| **Date range** | A day's takings, or a period |
| **Location**   | One shop's performance       |

Export the list to CSV or PDF for reconciliation or reporting.

## End of day

<Steps>
  <Step title="Run the day's sales list">
    Filtered to today and to your location.
  </Step>

  <Step title="Count the cash in the till">
    Physically.
  </Step>

  <Step title="Reconcile">
    Cash sales, less any cash-outs, plus the opening float, should equal what is in the drawer.
  </Step>

  <Step title="Investigate differences">
    A shortfall usually means a sale rung up wrongly, change given incorrectly, or a cash-out not
    recorded.
  </Step>

  <Step title="Record cash-outs">
    Any money taken from the till — float, petty cash, a refund. See
    [Sales and expenses](/inventory/sales-and-expenses).
  </Step>
</Steps>

## Refunds

The till does not process refunds directly. Record one as a stock adjustment bringing the goods
back in, with a note, and a cash-out for the money returned.

For goods sold on an invoice rather than at the till, issue a
[credit note](/invoicing/credit-and-debit-notes) instead.

## Good practice

* **Scan rather than search.** Faster, and it eliminates picking the wrong item.
* **Confirm the total before taking money.** Reading it aloud catches errors.
* **Give receipts.** Every sale, without being asked.
* **Reconcile the till daily.** Small differences found daily are manageable; a month of them is not.
* **Record cash-outs immediately.** Not at the end of the day from memory.
* **Set a discount policy.** And enforce it.

<Note>
  Related: [Scanning](/inventory/scanning) and
  [Sales and expenses](/inventory/sales-and-expenses).
</Note>