Recording a Sale

Recording a sale is the single most-used flow in Traders Till. Most days you’ll record between three and three hundred of them. The Quick Sale Pad is built for the busy farmers market table, the porch stand, and the kitchen counter at end of day. This guide walks the canonical path.

How do I open the Quick Sale Pad?

Two paths on mobile:

1. From the home dashboard, tap the Log a Sale button at the top right of the day header, next to the date.
2. From the bottom navigation, tap the Sales icon. The Pad is the default view on the Sales page.

On desktop, navigate to Sales from the main navigation.

The Pad opens with the cursor in the product picker, your current channel selected at the top, and the cart empty.

How do I pick the products and channel?

At the top of the Pad, tap the channel name to switch. Only Farm Stand is seeded by default. Add more channels (Farmers Market, Online, Wholesale, CSA, Donation, Gift, or any custom name) in Settings → Sales → Channels.

Below the channel, start typing in the product picker. The picker matches product names and variant names. Tap a result to add it to the cart at the default price and quantity 1.

Two things worth knowing about the picker:

• Low-stock items show a small “low” label next to the product name, along with the quantity still in stock. You can still sell them. The label is a heads-up that you’re at or below the low-stock threshold you set in the catalog.
• Untracked products show no stock info and never warn. Made-to-order items and anything you’ve set to not-tracked behave this way.

Each line in the cart has a quantity stepper and a price field. Tap the quantity to bump it up. Tap the price to override it (you’ll be asked for a reason: discount, package deal, market special, gift, or other). You can also add per-line notes.

How do I record the payment?

Tap Take Payment at the bottom of the cart. The payment-method sheet slides up. Pick one of: Cash, Card, Check, Venmo, Zelle, Cash App, or Other. Tap Save Sale.

If you charge sales tax, the tax line auto-fills based on the channel’s tax rate (set up in Settings → Sales → Sales Tax) and the per-product taxability flag. You can override the tax amount on a per-sale basis if a customer is tax-exempt or the situation calls for it.

What happens when I save the sale?

The sale posts immediately. Three things change in the next few seconds:

• The day total on the home dashboard ticks up by the cart total.
• The inventory for each tracked product decrements by the quantity sold. If you sell the last unit, the catalog Polaroid flips to “Out of stock” on next refresh.
• The venture totals on the home dashboard update so you can see which venture the day’s sales rolled up to.

The sale also shows up at the top of the Sales feed at /sales. From there you can tap any sale to view its details, edit it (within the 24-hour window), refund it, or void it.

If you record a sale that would exceed your monthly free-tier limit, the Pad blocks you with a banner pointing at the upgrade flow. The banner appears as a soft warning at 40 sales for the month, then blocks at 51. The Pad shows a running count so you always know where you stand.

What if I made a mistake?

Three paths if a sale needs correcting:

• Edit. Within 24 hours of saving, you can change anything on the sale: products, quantities, channel, payment method, or notes. Useful for fixing the most common entry errors.
• Refund. Return some or all of the money to the customer. The original sale stays on the books for audit purposes. The refund posts as a separate negative entry tied to the original.
• Void. For sales recorded in error (you accidentally tapped Save twice, or the customer changed their mind before walking away). The void reverses everything: inventory restores, the day total drops, the venture rollup adjusts.

Most days you won’t touch any of these. The Quick Sale Pad is built to make the happy path fast enough that mistakes are rare. When they happen, the audit trail keeps your numbers honest.