How to read this pageEach field explains what it is for, what to enter and an example. If your company does not use a feature, that field may not appear for your profile.
1. What Sales, POS and Cash are for
Sales records the commercial order. POS speeds up checkout at the counter. Cash controls the operator's cash session and payment movements.
Customer→Items→Price / discount / freight→Payment→Receipt
2. Sales order: field by field
Use this flow when it is important to record customer, seller, freight, items and commercial notes.
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Customer Required | Person/company making the purchase. | Search and select the correct customer record. | Required for a sales order. |
| Seller Optional | Person responsible for the sale. | Select when the operation uses seller attribution/commission. | May be empty depending on policy. |
| Commercial catalog When applicable | Set of prices/commercial rules available to the sale. | Use the catalog defined for the operation. | May vary by company/customer. |
| Additional discount Optional | Reduction beyond the normal item prices. | Enter only when authorized. | Non-negative amount. |
| Surcharge Optional | Additional amount applied to the sale. | Use only when authorized. | Non-negative amount. |
| Freight charged to customer Optional | Amount of freight billed to the customer. | Enter the amount passed on to the customer. | May differ from actual freight cost. |
| Estimated freight cost Optional | Amount the company expects to pay for transport. | Enter the estimate when known. | Used for margin analysis. |
| Quote source Optional | Indicates where the freight quote came from. | Choose Manual, Table or API. | Supports auditability. |
| Carrier Optional | Carrier reference. | Enter when there is delivery. | May come from the quote. |
| Freight service Optional | Service level purchased from the carrier. | Enter when available. | Example: Express. |
| Delivery mode Optional | Logistics mode for the sale. | Enter according to the operation. | Example: Delivery / pickup. |
| Quote reference Optional | Identifier of the freight quote used. | Enter when the quote came from a system/table. | Helps trace the price. |
| Quote expiry Optional | Date until which the freight price remains valid. | Enter when there is an expiration. | Must not precede the quote date. |
| Notes Optional | Useful information about the sale. | Use for operational instructions. | Do not store passwords or unnecessary sensitive data. |
3. POS: field by field
Use POS when the sale is completed directly at the counter/checkout.
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Barcode, SKU or internal code When applicable | Locates the item quickly at the checkout. | Scan or type the code. | Item must exist in the catalog. |
| Search by description When applicable | Finds an item by name when a code is unavailable. | Type part of the name. | Example: 1 TB SSD. |
| Customer When applicable | Identifies the buyer when required. | Select a customer or use unidentified consumer when allowed. | Depends on the operation. |
| Seller When applicable | Identifies who made the sale. | Select when commission or management requires it. | May be required by policy. |
| Discount type When applicable | Defines whether the discount is an amount or a percentage. | Choose the type before entering the number. | Amount / Percentage. |
| Discount value When applicable | Size of the discount. | Enter a number compatible with the selected type. | Example: 10.00 or 5%. |
| Reason When applicable | Explains why the discount was granted. | Enter when company policy requires it. | Example: approved campaign. |
| Payment method Required | Indicates how the customer will pay. | Choose a registered payment method. | Example: PIX, card, cash. |
| Cash received When applicable | Amount of cash physically received. | Enter it to calculate change when applicable. | Cash payments only. |
- Start a new operation.
- Scan or search items.
- Review quantity and price.
- Select customer and seller when required.
- Apply a discount only when authorized.
- Choose payment.
- Review the total and complete the transaction.
4. What Cash records
Cash tracks the session, movements, payment methods, closing and events linked to the operator.
| Information | What it is for |
|---|---|
| Session | Separates the work period of that register/operator. |
| Movements | Show entries, exits and facts recorded during the session. |
| Closing by payment method | Helps reconcile cash, card, PIX and other methods. |
| Events | Keep relevant checkout occurrences. |
| Transfers | Record authorized movements between cash drawers/destinations. |
5. Common sales and payment errors
Repeating an operation without checking its current state can duplicate effects or make reconciliation harder.
Payment with an uncertain resultCheck the payment status first. Do not click repeatedly to try to make it work.
Wrong customerCorrect it before completion whenever possible. After completion, use the company correction/cancellation flow.