Edit Sale Cart Lines, Discounts, Notes and Charges

Before Clicking PAY

Most sale mistakes are cheapest before the sale is saved. The cashier should stop at the cart and check the bill like a receipt draft.

• Confirm every physical item is present in the cart.
• Confirm quantity, price, tax and discount before payment.
• Confirm customer name if the sale is not Walk-in.
• Use sale notes and payment notes while the context is fresh.
• Use Discount note when a discount needs a reason.
• Use Add charge only for explainable additions such as parcel, delivery or service charge.
• Use Hold or Quote when the customer is not ready to pay.
• Use Clear only when the cashier is intentionally abandoning the current bill.

Open the Whole-Line Editor

The current app uses a line edit pencil instead of separate double-click edits. It opens one modal with price, quantity, discount and tax together.

1. Find the line that needs correction.
2. Click the pencil/action control on that cart row.
3. Edit price, quantity, discount mode/value or tax as allowed.
4. Choose Only this sale when the correction belongs only to the current customer.
5. Choose Sale + update item when the product record itself is wrong and future sales should use the new value.
6. If manager approval appears, a manager should approve the action instead of sharing an admin login.

Change Quantity

1. Find the line in the sale cart.
2. Use the quantity control or editable quantity field available for that line.
3. Recheck subtotal and total after the change.
4. If stock warning appears, stop and confirm physical stock.
5. Do not use quantity changes to hide a missing or extra product.
6. For weighted or measured products, confirm the unit and weight workflow before editing by hand.

Use Notes Correctly

Add Discount

The Add discount action can be protected by POS permission and manager approval. Use it deliberately because it changes revenue and margin.

• Choose amount or percentage according to the visible discount control.
• Enter a discount note when shop policy requires a reason.
• Do not give a discount to correct a wrong item price; fix the item or line price path instead.
• Large or unusual discounts should be checked in Sales Reports and Day-End Summary.
• If a role cannot discount, use manager approval instead of sharing an admin login.
• Coupons and redeemed loyalty points are bill-level discounts and come off the payable total before Save.

Add Manual Charges

The current sales code supports manual charge entry with a charge name and amount. Use it for explainable additions such as parcel, delivery or service charge when the shop enables this behavior.

• Use a short charge name that will make sense on review.
• Use charges for added value, not to hide product price errors.
• Check whether the charge is taxable according to the visible tax control.
• The charge tax rate uses the shop default tax when tax is enabled.
• Review charge totals during day close when the shop uses them.

Coupon, Loyalty and Tip Controls

The cart calculation path subtracts coupon discount and redeemed loyalty points before the final payable total. Tips can be recorded for staff, and can optionally be added to the bill.