{
  "product": "Quikpair",
  "module": {
    "slug": "sales",
    "title": "Sales & invoices"
  },
  "task": {
    "slug": "create",
    "title": "Create a sale",
    "question": "How to create a sale in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/sales/create/",
  "summary": "Ring up a customer at the counter and take the money in one go.",
  "steps": [
    {
      "n": 1,
      "instruction": "Open Sales and tap New — or long-press Sales in the bottom bar to jump straight in."
    },
    {
      "n": 2,
      "instruction": "Tap Select customer and pick one — or Walk-in Customer for a passing trade. A customer is required: Complete Sale stays disabled until the sale has one and at least one product.",
      "controls": [
        "Select customer",
        "Scan Barcode"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/sales/create-flow-1-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/sales/create-flow-1-mobile.webp"
      }
    },
    {
      "n": 3,
      "instruction": "Add products: tap one from the grid, search by name or SKU, or tap Scan Barcode."
    },
    {
      "n": 4,
      "instruction": "Narrow the grid with the category buttons above it if you would rather browse than search."
    },
    {
      "n": 5,
      "instruction": "Adjust each line if you need to — quantity, unit price, discount and tax are all editable per line."
    },
    {
      "n": 6,
      "instruction": "For a serialised product, pick which units are going out. You cannot finish until every serialised line has its units chosen."
    },
    {
      "n": 7,
      "instruction": "Open the cart to set an order-level discount — the % and ₹ buttons switch between a percentage and a fixed amount — and add a note."
    },
    {
      "n": 8,
      "instruction": "Tap Complete Sale. The payment collector opens so you can take the money now.",
      "controls": [
        "Save Draft",
        "Complete Sale"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/sales/create-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/sales/create-flow-2-mobile.webp"
      }
    },
    {
      "n": 9,
      "instruction": "Print a thermal receipt or an A4 invoice, or share the invoice link by WhatsApp or SMS."
    }
  ],
  "notes": [
    "Not ready to finish? Save Draft parks the cart under Drafts — see Save a sale as a draft.",
    "If the sale would put the customer past their credit limit, Quikpair shows Credit limit exceeded. It is a warning, not a block — you can still complete the sale.",
    "Current dues on the side panel shows what they already owe before this sale, which is the number to look at before extending more credit.",
    "On a desktop keyboard, F8 saves a draft and F9 completes the sale.",
    "For a cash sale to someone you are not putting on file, tap Walk-in Customer at the top of the picker. It selects a shared Walk-in Customer record, so the sale still has a customer without you typing one in."
  ],
  "related": [
    {
      "module": "sales",
      "task": "save-draft",
      "title": "Save a sale as a draft",
      "url": "https://www.quikpair.com/how-to-use/sales/save-draft/"
    }
  ]
}