Sales Menu

Purpose

The Sales page shows the list of POS transactions. It helps you search quickly, filter results, view transaction details, add payments, and print or share receipts.

Main sections

1. Header

   • Checkbox: select all transactions on the page for a total summary.
   • Filter: open filter modal (payment status, sale status, created by).
   • Calendar: filter by date range.
   • Theme: toggle light/dark.
   • Plus: go to POS for a new transaction.

2. Search Bar

   • Type keywords (reference number or customer).
   • Voice search is supported.

3. Sales List

   • Each card shows:
     • Customer name.
     • Payment status badge (PAID/PARTIAL/DUE/PENDING/OVERDUE).
     • Sale status badge (COM/RET/PEN).
     • Date and reference number.
     • Biller and created by user.
     • Summary: Grand Total, Paid, Balance.

4. Ringkasan Ceklis

   • Appears when one or more transactions are selected.
   • Shows totals (grand total, paid, balance) for selected transactions.

Buttons on each transaction card

• Print (printer icon): opens receipt preview for print/share.
• R: process a return (Return Sale).
• E: edit transaction (Edit Sale).
• Tap Grand Total / Balance: open transaction details.
• Tap Paid: open Add Payment modal.

Filtering

You can filter in two ways:

• Filter icon (funnel): open the detailed filter modal.
• Calendar icon: select a date range.

Filter modal fields:

• Payment Status: all, paid, partial, due, pending, overdue.
• Sale Status: all, completed, returned, partial.
• Created By: search and select a user.

Buttons in the filter modal:

• Reset: clears all filters.
• Apply Filters: applies filters.

Sale details (modal)

Shows full transaction details:

• Summary and status.
• Product list (name, qty, price, discount, subtotal).
• Staff notes (if any).
• Payment details, including change or remaining balance.
• Edit button on each payment (if available).

Receipt preview (modal)

Shown when tapping Print. Buttons inside the modal:

• Print: print the receipt.
• Share: share the receipt.
• Close: back to the list.

Add payment (modal)

Shown when tapping Paid on the transaction card. Modal contains:

• Summary (grand total, paid, balance).
• Previous payment history.
• New payment form:
  • Amount.
  • Method: cash, bri, bni, bca, mandiri.
  • Note (optional).
• Save payment button.

Jika kasir belum dibuka:

• You will see an option to open the register or open via web.

Edit payment (modal)

Accessed from transaction details (Edit button on a payment). You can:

• Change amount, method, reference, or notes.
• Save changes.

Quick usage flow

1. Use search or filters to find transactions.
2. Tap a transaction for details, or tap Paid to add a payment.
3. Use Print to preview, share, or print the receipt.
4. Use R to return, or E to edit.

Tips

• Use date filters for daily/weekly reporting.
• Select multiple transactions to show a quick totals summary.
• If the list is empty or outdated, pull down to refresh.