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Record your first sale

Choose the customer and product, confirm the payment method, and record your first sale.

In this guide
  1. Choose the customer and product
  2. Confirm the payment method and save
  3. Confirm the first sale

1. Choose the customer and product

Open Transactions, tap Register, and choose Sale. Select the customer, then use Add Product to choose the product you are selling.

The selected product shows its quantity, unit price, total, and expected stock. Adjust the quantity and confirm that the sale amount is correct.

Selecting the customer and product fills the sale total and payment amount.

2. Confirm the payment method and save

Choose Cash, Card, Credit, or a custom account based on how the customer actually pays. Cash or card payments reduce the remaining amount immediately; Credit records the amount as a receivable.

Check Payment amount and Remaining, then tap Save. Use Split payment when one sale is settled through more than one account.

Confirm the payment method and amount before saving the sale.

3. Confirm the first sale

After saving, SalesDocks confirms that the first transaction was recorded. The sale is reflected in the home dashboard, product stock, customer balance, and transaction history.

Tap View details to open the saved transaction and review its items, payment history, and remaining amount.

After the sale is recorded, open View details to review the saved transaction.
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