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Making Your First Sale

Now that your inventory is set up, let's process your first transaction! This guide will walk you through the complete sales process step by step.

📹 Video Tutorial​

Watch this quick walkthrough of processing your first sale:

Watch on YouTube ↗

:::tip Prefer Reading? Scroll down for detailed step-by-step written instructions. :::

Understanding the Sales Process​

The complete sales flow in Lemat Stock:

Browse Stock → Add to Cart → Review Cart → Choose Payment → Complete Sale
  1. Browse Stock - Find items to sell
  2. Add to Cart - Build the customer's order
  3. Review Cart - Adjust quantities, prices, and VAT
  4. Choose Payment Type - Cash or Credit/Loan
  5. Complete Sale - Process payment and update inventory

Step 1: Access Your Stock for Selling​

There are two ways to find items to sell:

Method 1: Browse Through Stock Page​

  1. Tap the "Stock" tab at the bottom
  2. Browse your categories and find an item to sell
  3. Tap on any category to see the items inside
  4. Tap on an item to see its variants

Method 2: Quick Search from Home Page​

Using QR Scanner:

  1. Go to the "Home" tab
  2. Tap the QR code scanner icon
  3. Scan the QR code on your product (if you've printed QR labels)
  4. The item opens directly

Search by ID:

  1. If the QR scanner doesn't work, tap "Search by ID"
  2. Enter the item ID manually
  3. Tap search to find the item

:::tip Pro Tip The QR scanner method is fastest when you have QR labels on your products. If you haven't set up QR codes yet, use the Stock page browsing method. :::

Step 2: Add Items to Cart​

From the item details page:

  1. Find the variant you want to sell
  2. Check stock availability (ensure quantity > 0)
  3. Tap the 3-dot menu next to the variant
  4. Select "Add to Cart"
  5. The item is now added to your shopping cart

:::info Multi-Item Orders You can add multiple variants of the same item, or items from different categories, as long as they're all from the same branch. :::

Step 3: Access Your Cart​

  1. Tap the "Cart" icon in the top navigation
    • You'll see a number badge showing items in cart
  2. Or go to "Home" → "Cart"

Step 4: Review Your Cart​

In the cart, you'll see:

Cart Items Display:​

  • Item details - Name, variant info, and image
  • Quantity - How many of each item
  • Unit Price - Price per item
  • Total Price - Quantity × Unit Price
  • Cart Summary - Subtotal, VAT (if enabled), and total

Managing Cart Items:​

Change Quantity:

  1. Tap the quantity number on any cart item
  2. Enter new quantity in the popup
  3. Confirm to update
  4. Total price updates automatically

Change Price (for discounts):

  1. Tap the unit price on any cart item
  2. Enter new price in the popup
  3. Confirm to apply
  4. Useful for customer discounts, bulk pricing, or damaged items

Remove Item:

  • Swipe left on the item, or
  • Use the delete option in the menu

Clear All Items:

  • Use the "Clear All" button to empty cart

Step 5: Enable VAT (Optional)​

If your business charges VAT:

  1. Tap the VAT toggle in the cart summary
  2. Adjust VAT percentage if needed (default is 15%)
  3. The total will automatically update to include VAT

Step 6: Proceed to Sell​

  1. Review your cart totals carefully
  2. Tap "Sell" button at the bottom
  3. The Sell Modal will open

Step 7: Complete a Cash Sale​

In the Sell Modal, you'll see payment options.

For Full Payment (Cash Sale):​

  1. Select "Full Payment"

  2. Choose Customer (optional):

    • Select "Walk-in" for anonymous customers
    • Or choose an existing customer from the dropdown
    • Or tap "Add Customer" to create a new one

  3. Select Payment Method:

    • Choose from your configured payment methods
    • Examples: "Cash", "CBE - Main Account", "Tele Birr"
    • Or tap "Add Payment Method" to create a new one

  4. Add Description (optional):

    • Note any special details about the sale
    • Examples: "Bulk discount applied", "Customer referral"

  5. Complete the Sale:

    • Review all details one final time
    • Tap "Complete Sale"
    • Wait for confirmation

🎉 Success! Your first sale is complete!

What Happens After Sale?​

When you complete a sale:

  • ✅ Inventory is automatically reduced - Stock quantities update
  • ✅ Sale appears in Sales history - View in the Sales tab
  • ✅ Analytics are updated - Revenue and profit metrics reflect the sale
  • ✅ Customer record updated - Purchase is linked to customer profile (if selected)

Sales Confirmation​

After completing the sale, you'll see a success message. You can:

  • View the sale details
  • Print or share a receipt
  • Process another sale
  • Return to home screen

First Sale Checklist​

Before making your first sale, ensure:

  • ✅ You have products with variants created
  • ✅ Variants have stock quantity > 0
  • ✅ Selling prices are set correctly
  • ✅ At least one payment method is configured
  • ✅ You understand the cart interface

Common First Sale Issues​

"Out of Stock" Error​

Solution: Go to the variant and adjust quantity to add stock.

"No Payment Method" Error​

Solution: Add at least one payment method in More → Base Data → Payment Methods.

Can't Find Product​

Solution: Ensure you created both the base item AND a variant with stock.

Cart is Empty​

Solution: Make sure you successfully added items to cart - check the cart icon badge.

Practice Tips​

Before making real sales:

  1. Test Transaction - Try a practice sale with a low-value item
  2. Check Stock - Verify that stock reduces correctly after sale
  3. View in Sales - Confirm the sale appears in your Sales history
  4. Understand Flow - Practice until you're comfortable with each step

What's Next?​

Now that you've made your first sale, learn about:

:::tip Keep Learning Sales is at the heart of Lemat Stock. The more comfortable you are with the process, the faster you can serve customers! :::

Next: Understanding the Sales Interface →