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Getting Started
Business Setup
Products & Menu
- Products & Services
- Categories
  - Organize products with categories
- Variants
  - Create product variants
- Modifiers
  - Create a modifier group
  - Add modifiers to a product
Sales & Orders
Payments & Receipts
Inventory & Purchasing
- Inventory by Location
  - Understand inventory by location
- Stock Levels
  - Add a product to FreshlyCart Inventory
- Low-Stock Alerts
  - Set a low-stock level
- Physical Inventory
  - Complete a physical inventory count
- Suppliers
  - Add a supplier
- Purchase Orders
  - Create a purchase order
  - Receive a purchase order
- Inventory Waste
  - Record inventory waste
Employees & Permissions
- Employee Profiles
  - Add an employee
- Roles & Permissions
  - Set employee roles and permissions
- PINs & Sign-in
  - Sign in with an employee PIN
- Time Clock & Timesheets
  - Clock in and review time worked
Customers & Loyalty
- Customer Profiles
  - Add or update a customer
- House Accounts
  - Take payment with a customer house account
Restaurant Operations
- Restaurant Sales
  - Choose an order type
- Table Management
  - Set up restaurant tables
- Kitchen Display
  - Complete and recall orders in FreshlyCart KDS
Hardware & Devices
- Printers
- Printer Profiles & Routing
  - Configure printer profiles and routing
Reports & Analytics
- Sales Summary
  - View the sales summary
- Product & Category Sales
  - View product and category sales
- Tax Reports
  - View the tax report
Account & Billing
- Plans & Subscription
  - Manage your plan and subscription
- Billing Invoices
  - View and download billing invoices
Country Requirements
- Colombia
  - Prepare your account for DIAN electronic invoicing
  - Add customer fiscal information for Colombia

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On this page

Overview
Build and manage a sale
Complete a sale

On this page

Overview
Build and manage a sale
Complete a sale

Orders & Sales

Use these guides for the sale workflow in FreshlyCart POS, from adding products to completing or refunding a sale.

Build and manage a sale

Section titled “Build and manage a sale”

Add or update products in a sale
Apply a discount
Hold and reopen a sale
Choose an order type

Complete a sale

Section titled “Complete a sale”

Make your first sale
Take payment for a sale
Refund a sale
Find and reprint a receipt

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