> ## Documentation Index
> Fetch the complete documentation index at: https://ombamanual.ombaerp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales & POS: what you can do in OMBA's sales module

> OMBA Sales covers point of sale, invoicing, proforma quotes, refunds, compliance tracking, order management, promotions, and client pricing.

The Sales & POS module is the commercial heart of OMBA. It covers everything from ringing up a walk-in customer at a POS terminal to generating formal delivery invoices, processing refunds, diverting product to a different client, tracking regulatory certificates, and configuring time-bound promotions. Whether you run a single outlet or a multi-location network, all sales activity flows through this module and feeds the Sales Dashboard in real time.

## What's in this module

| Feature                 | What it does                                                                                                                 |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Point of Sale (POS)** | Touch-friendly terminal for quick retail sales with basket management, accompaniments, discounts, and multiple payment types |
| **Sales Dashboard**     | Live KPIs — total revenue, pending orders, refunds, and margin — with charts by location, category, and product              |
| **Invoicing**           | Formal sales invoices with delivery logistics (transporter, vehicle, driver, destination, compartments)                      |
| **Proforma Invoice**    | Draft invoice sent to a client before a final sale is confirmed                                                              |
| **Refunds**             | Credit-note workflow that moves line items from an existing invoice into a refund basket                                     |
| **Compliance**          | Per-client tracker for regulatory certificates (EPA, NPA, GSA, Fire, etc.) with expiry status                                |
| **Order Modifier**      | Amend line items on a placed order before it is invoiced                                                                     |
| **Diversions**          | Re-route an existing invoice allocation to a different client or destination                                                 |
| **Station Expenses**    | Capture shift-level expense allocations and reconcile debit vs. credit at close                                              |
| **Promotions**          | Configure time-scoped, role- and location-restricted discounts (flat amount or percentage)                                   |
| **Client Prices**       | Maintain per-client commission and discount overrides on individual products                                                 |

## Explore the guides

<CardGroup cols={2}>
  <Card title="Point of sale" icon="cash-register" href="/sales/point-of-sale">
    Open a sale, build a basket, apply promotions and discounts, collect payment, and close the shift.
  </Card>

  <Card title="Invoicing" icon="file-invoice" href="/sales/invoicing">
    Create sales invoices and proforma quotes, process refunds, and manage order modifications.
  </Card>
</CardGroup>

## Sales Dashboard at a glance

The Sales Dashboard auto-refreshes every five minutes and shows:

* **Total Revenue** with period-over-period growth indicator
* **Pending Orders** count and trend
* **Refunds** value and growth direction
* **Margin** amount and movement

Below the KPI cards you'll find charts for revenue by location, item type, and category, plus a trend chart and an **Item Performance** table you can sort by quantity sold, sales value, average daily revenue, average daily quantity, stock days, or stock balance.

<Tip>
  Use the **Outlet** filter at the top of the dashboard to scope all charts and metrics to a single location.
</Tip>

## How the sales documents relate

```
Customer enquiry
      │
      ▼
 Proforma Invoice  ──► confirmed ──► Sales Invoice / Delivery Note
                                           │
                              ┌────────────┼────────────┐
                              ▼            ▼            ▼
                          Refund      Diversion    Station Expense
                        (credit note) (re-route)  (shift close)
```

A **proforma** is a non-binding quote. Once the customer confirms, you convert it to a **sales invoice**, which also acts as the delivery note. If product needs to be re-directed after invoicing, use **Diversion**. If goods are returned, use **Refund** to generate a credit note against the original invoice.

## Role and access notes

<Info>
  Promotions can be restricted by user role (Admin, Cashier, Waiter, User) and by outlet location. Only users with the correct role assigned to a promotion will see it applied at the POS.
</Info>

<Warning>
  Compliance certificate expiry dates are colour-coded: green indicates a valid certificate, orange means approaching expiry, and red means the certificate has already expired. Expired certificates do not block sales but should be renewed promptly to meet regulatory requirements.
</Warning>