Point of Sale (POS)

The POS (Point of Sale) screen is where you record sales when customers buy from your shop.

Starting a New Sale

1. Tap “New Sale” in the bottom navigation (or the “New Sale” quick action on the Dashboard)
2. The POS screen opens with:
   • Product search bar at the top (with barcode scanner)
   • Product grid showing your products
   • Cart panel on the right (desktop) or below (mobile)

Adding Products to the Cart

There are several ways to add products:

Search by Name

1. Tap the search bar and type the product name
2. Products matching your search appear below
3. Tap a product to add one to the cart
4. Tap again to add more of the same product

Scan Barcode

1. Tap the barcode icon next to the search bar
2. Point your camera at the product barcode
3. The product is found and added to the cart automatically
4. If the barcode is not recognised, it becomes a search query

Browse Products

1. Scroll through the product grid
2. Tap any product card to add it to the cart

Tip

For faster checkout, set up barcodes on your products so you can scan instead of searching.

Managing the Cart

Once products are in the cart, you can:

Adjust Quantity:

• Use the + and − buttons next to each item to change the quantity
• The item subtotal updates automatically

Remove an Item:

• Tap the remove (trash/X) button on the item
• It is removed from the cart immediately

View Cart Summary:

Line	Description
Subtotal	Total before any discount
Discount	Any discount applied
Total	Final amount the customer pays

Tip

The total at the bottom updates in real-time as you add or remove items. Always confirm the total with your customer before completing the sale.

Selecting a Customer

You can optionally attach a customer to a sale. This is required for credit sales and useful for tracking purchase history.

1. In the cart area, tap the Customer button (person icon)
2. A modal opens showing your customer list
3. Search for the customer by name or phone number
4. Tap the customer to select them
5. Their name appears next to the Customer button

Caution

For credit sales, you must select a customer. SabiBooks needs to know who is taking the credit.

Applying Discounts

To give a customer a discount on their purchase:

1. In the cart summary area, tap the discount option
2. Choose the discount type:
   • Percentage — e.g., 10% off the total
   • Fixed Amount — e.g., ₦500 off the total
3. Enter the discount value
4. Optionally add a reason (e.g., “Loyal customer”, “Bulk purchase”)
5. The discount is applied and the total updates

Tip

Example: Alhaji Musa gives a 5% discount to customers who buy more than ₦50,000 worth of goods. He applies a 5% percentage discount at checkout.

Payment Methods

For a detailed guide on each payment method, setup, and troubleshooting, see the dedicated Payment Methods page.

SabiBooks supports four payment methods:

Cash

Customer pays with physical Naira notes and coins.

POS Terminal

Customer taps or inserts their bank card into your POS machine.

Bank Transfer

Customer transfers money directly to your bank account.

Credit

Customer takes goods now and pays later.

Cash

1. Select Cash

   Select “Cash” as the payment method.

2. Tap Charge

   Tap the “Charge” button (shows the total amount).

3. Enter amount received

   A modal opens asking how much cash the customer gave you. Enter the amount (e.g., if the total is ₦2,350 and the customer gives ₦2,500, enter 2500).

4. Confirm the sale

   SabiBooks calculates the change to give back (₦150 in this example). Tap “Confirm” to complete the sale.

POS Terminal

1. Select POS Terminal

   Select “POS Terminal” as the payment method.

2. Tap Charge

   Tap the “Charge” button.

3. Choose your POS provider

   A modal opens asking you to select your POS provider: Moniepoint, Opay, Palmpay, Kuda, or Other.

4. Complete the card payment

   The payment amount is pushed to your POS terminal. The customer taps/inserts their card and enters their PIN. Wait for the terminal to show “Approved”.

5. Sale recorded

   SabiBooks records the sale automatically.

Tip

If the POS payment fails (e.g., “Insufficient Funds” or “Network Error”), you can cancel and try again, or ask the customer to use a different payment method.

Bank Transfer

1. Select Transfer

   Select “Transfer” as the payment method.

2. Tap Charge

   Tap the “Charge” button. SabiBooks records the sale.

3. Verify the transfer

   Confirm with your bank notification that the transfer was received.

Caution

Always verify that the transfer has arrived in your bank account before releasing the goods.

Credit

1. Select a customer

   First, select a customer (required for credit sales).

2. Select Credit

   Select “Credit” as the payment method.

3. Tap Charge

   Tap the “Charge” button. The sale amount is added to the customer’s credit balance.

Caution

If no customer is selected, the Credit option is disabled. You must link every credit sale to a customer so you know who owes you.

Tip

Mama Chidi says: “Always save the customer phone number when they buy on credit. That way you can send reminders later.”

Split Payments

Sometimes customers want to pay using more than one method. For example, ₦3,000 in cash and ₦2,000 by transfer.

1. Open split payment

   After adding items to the cart, tap the Split Payment button (icon with horizontal lines, next to the Charge button).

2. Add payment entries

   A modal opens where you can add multiple payment entries. For each payment:

   • Select the payment method (Cash, POS, Transfer, Credit)
   • Enter the amount for that method

3. Complete the split payment

   The total of all entries must equal the sale total. Tap “Complete” when the amounts balance.

Tip

Example: A customer’s order is ₦5,000. They pay ₦3,000 cash and ₦2,000 by bank transfer. You add two entries:

• Cash: ₦3,000
• Bank Transfer: ₦2,000
• Total: ₦5,000 (matches the sale total)

Completing a Sale

After selecting the payment method and confirming payment:

1. SabiBooks processes the sale
2. The screen shows “Sale Complete” with a receipt preview
3. Stock quantities are automatically reduced for all sold items
4. The sale appears in your sales history and reports

Receipts

After completing a sale, you can share the receipt with your customer.

What the Receipt Shows

• Your business name, address, and phone number
• Receipt number (unique for every sale)
• Date and time
• Customer name (if a customer was selected)
• Cashier name
• List of items with quantities and prices
• Subtotal, discount (if any), and total
• Amount paid and change given
• Payment method(s) used
• Thank-you message

Sharing a Receipt

After completing a sale, tap “Share Receipt” and choose how to share:

Method	How It Works
WhatsApp	Opens WhatsApp with the receipt message pre-filled. Send to the customer’s number.
SMS	Sends a text message with receipt details to the customer’s phone.
Print	Opens a print-friendly version for a receipt printer or regular printer.
Copy Link	Copies a web link to the receipt. You can paste it anywhere. The customer can view it in any browser.

Tip

Emeka says: “Corporate customers always ask for receipts. I send via WhatsApp — it looks professional and they love it.”

Public Receipt Links

SabiBooks generates a unique web link for every receipt. Anyone with the link can view the receipt in their browser — no SabiBooks account needed. This is useful for sharing with accountants or for customer records.

Holding and Resuming Carts

If a customer needs to step away or you need to serve another customer first, you can hold the current cart and come back to it later.

Holding a Cart

1. While a sale is in progress, tap the “Hold” button (pause icon) in the cart area
2. The current cart items, customer, and discount are saved
3. Your cart is cleared so you can start a new sale

Resuming a Held Cart

1. Tap the “Held” button (pause icon) in the top right of the POS screen
2. A panel slides open showing all held carts
3. Each held cart shows:
   • Number of items
   • Total amount
   • Customer name (if set)
   • When it was held
4. Tap “Resume” to restore the cart
5. Or tap “Delete” to discard the held cart

Note

Held carts are saved on your device. They persist even if you close SabiBooks. However, they will be lost if you clear your browser data.

Voiding a Sale

If you made a mistake or a customer returns everything immediately after purchase, you can void the sale.

1. Find the sale

   Find the sale in your recent sales list or reports, and open the sale details.

2. Tap Void Sale

   Tap “Void Sale”.

3. Enter a reason

   Enter a reason for voiding (e.g., “Customer changed mind”, “Wrong items entered”).

4. Confirm the void

   Confirm the void action.

When a sale is voided:

• The sale is marked as “VOIDED” (not deleted)
• Stock quantities are restored for all items in the sale
• The sale amount is removed from your daily totals
• The void appears in your sales history with the reason

Caution

Try to void sales on the same day if possible. Voiding is for correcting mistakes, not for returns days later. For returns, consider recording a separate stock adjustment in Products.