Making a product sale and the Sales page
Record a retail product sale; set the stock, discount and VAT details, then take the payment from the sales card the sale is written to. Follow the sales breakdown on the Sales page.
Last updated: 7 October 2026
The Sales page in the left menu (page title Product Sales) gives you the breakdown of the products sold at your business. The New Product Sale button at the top right, or Create → Product Sale in the top bar, opens the sale window. To make a sale, your role needs the permission to create sales.
Recording a sale
- 1Enter the details
The Customer and the Sales Consultant are not mandatory. Search for the customer by name or phone number and pick them. In Sales Consultant pick the staff member who made the sale; for a counter sale you can select Cash Register or leave the field empty. Sale Date is required and starts with the current time.
- 2Add the products
Search for the product by its name or its barcode in the "Search and add a product..." box; the list shows the price and the stock. Products you have starred as favourites under My Business → Settings → Products come first, then the most recently added ones. A product you pick drops out of the list; to sell more than one of it, raise the quantity on its line.
- 3Adjust the lines
On each line set the Unit Price (it starts with the price in the product definition), the Quantity with plus/minus (at least 1; the remaining stock is shown next to it), Disc. % and the VAT rate, and add a note with + Add Note. The line's VAT rate comes from your business's default rate, and the included/excluded choice from the "Prices include VAT" setting on the Taxes screen; the Included/Excluded switch cannot be used until a rate is selected. A sale price is required in the product definition; for a product you give away for free you can set the unit price to 0 here. Subtotal, Discount, VAT and Total are shown at the bottom.
- 4Save
"Save Sale" completes the sale. The "Sale created" window that opens tells you that no payment was taken and which sales card the sale was written to; with Yes, go to the sales card you switch to the sales card and take the payment.
On the web a sale is always recorded without a payment; the payment is taken from the Collections card of the sales card page. In the mobile app, by contrast, a payment plan (a collection or a receivable) is required when you save a sale.
Which sales card does the sale go to?
If the customer has an open sales card (Not set, Pending or Arrived) on the sale date, the sale is added to it. Otherwise a new sales card is opened for the sale and it starts as Completed: Completed means the sale was delivered, not that it was paid. If no payment was taken, the sales card list shows Completed together with Debtor; the unpaid amount is tracked in the Remaining column, and hovering over the badge shows this explanation. The window that opens after the sale also tells you that no payment was taken. Every sale without a customer opens a new sales card without a customer.
Adding products inside a sales card
When you click Add Product on the Product Sales card of a sales card page, the window that opens is similar to this sale window, with these differences:
Salesperson is required and there is no Cash Register option; if you leave it empty, the message "Please select a salesperson." appears. For a counter sale without a staff member, use Sales → New Product Sale.
No customer is asked; the product is written straight to that sales card (even if it is Completed). The save button is Complete.
You edit a sold product with its pencil icon there: Salesperson, Quantity and Unit Price (it must be above 0) are required; change the Discount, VAT and Notes and click Update. The bin icon deletes the sale after a confirmation.
Discount
The Disc. % on a line applies only to that product. If an overall percentage (%) discount is set on the sales card's Discount card, it also covers products added to the sales card later; an amount (₺) discount stays fixed.
Stock behaviour
When the sale is recorded the product is deducted from stock automatically; when the sale is deleted the stock is restored, and when the quantity is changed it is updated by the difference.
If you try to add a product that is out of stock, the system gives a "Stock Alert"; you can still add it with Yes, Add.
If the remaining stock on the line goes negative, it is shown in red.
The sales list
The Sale Date filter offers these options: All (the page opens with it), Today, Yesterday, This Week, This Month, Last Month, Last 3 Months and Custom Date. Each page shows 10 sales.
The table has these columns: Date, Product (with its note if there is one), Customer (Misafir, "guest", for a sale without a customer), Sales Consultant, Qty, Unit Price, Total (with the discount percentage if there is one), Resource and Actions. Because sales are written to a sales card, the Resource column shows the Sales Card badge. The eye icon at the end of the row (Go to Sales Card) takes you to the sales card the sale belongs to — editing, deleting and payment happen there.
The Total Sales and Total Quantity cards at the top of the page only add up the records on the page you are viewing; Units Sold, on the other hand, is the number of all sale records in the selected date range. Use the Reports menu for the turnover of the whole period.
On mobile, tap the menu icon at the top left and choose Sales; the Product Sales screen opens. Sales appear as a card list with a date filter at the top; tapping a sale opens the sales card it belongs to. For a new sale, tap New Sale at the top right (you need the permission to create sales).
The Products tab
Customer and Sales Consultant are optional; for a counter sale, leave Sales Consultant empty. Sale Date is required and starts with the current time. Add Product lists your products with their price and stock, your favourite products first. On each line set the Unit Price, the Quantity, Disc. % and the VAT, and add a note with + Add Note. The VAT rate of a line comes from your business's default rate, and the included/excluded choice from the "Prices include VAT" setting on the Taxes screen on the web; you can change it on the line.
The payment plan is required on mobile
Unlike the web, the mobile sale window has two tabs: Products and Payment Plan. A sale cannot be saved without a payment plan: the plan needs at least one line, the lines must add up to the sale total (otherwise you see "The payment plan total (… TL) does not match the total amount (… TL)"), and every line needs an amount above 0 and a payment method.
Add Collection: a payment taken now.
Add Receivable: a payment to be taken later. It is due one month after the sale date (each further one a month after the previous); tap the date to change it. A warning appears if the due date is today or in the past.
Split into Instalments: choose the Number of Instalments, the First Payment Date and the Payment Method, then tap Create. If the first payment is today it is recorded as a collection; if it is dated in the future, every instalment is recorded as a receivable.
Distribute Evenly: splits the total equally across the lines in the plan.
The payment method is not filled in for you; choose it on each line. If no payment was taken at all, record the whole amount with Add Receivable.
On the web a sale is always recorded without a payment and the payment is taken from the sales card; on mobile you enter the payment at the moment of sale. Both routes post to the same sales card.
If the customer has no open sales card for that day, the sale opens a new one that starts as Completed — the sale was delivered. An amount you recorded as a receivable is tracked as debt; the success message and the sales card detail (under the status) explain this.