Inventory

Example: sell two units and check stock

Follow a two-unit sale and check stock and receipt. Before Mark paid, verify you actually received payment: the button records the sale and deducts stock; it does not charge or check the bank.

Step by step

1. Open “Calendar” from the sidebar.
2. Fictional COP case: a care cream has 10 units in stock and a selling price of $ 20.000. The customer buys two during their visit; the agreed service charge is $ 60.000, with no other sales or adjustments. These details illustrate the calculation: use your actual product, price, count and appointment without creating records to copy the example.
3. As owner, check the location and open the product in Inventory. Check it is active and that displayed stock matches the units you hold. This example uses COP; in another currency follow your business’s price and format. Changing display currency does not automatically convert amounts.
4. Open the correct appointment in Calendar → “Products sold” → “Add sale”. Select the product and quantity 2. Leave “Unit price (optional)” empty to use the catalog price: the preview shows 2 × $ 20.000 = $ 40.000. If another price was agreed, enter the price per unit, not the $ 40.000 line total.
5. Check the agreed sale and press “Apply” once. This records a completed sale; the button does not process a bank payment. After success, reopen the appointment: it should show two units for $ 40.000 and, under the example’s assumptions, an appointment total of $ 100.000. In Inventory check stock 8 and the movement removing 2 units.
6. Check the receipt separately. In this example, with tax disabled, its total would be $ 100.000. If the business has tax enabled, the document adds the configured tax: check the saved subtotal, tax and total. Do not use the $ 40.000 product sale as evidence of the receipt total or calculate commissions from that sale.
7. Another case: the customer reserves two units in the Élite public shop. “Reserved · to charge” is unpaid and does not deduct or guarantee stock; it remains 10 if no other movements occurred. First verify payment was actually received through the agreed method, then use “Mark paid” and confirm. The button records; it does not charge or check the bank. Only a correct saved outcome completes the sale; verify stock 8 if no other movements occurred.
8. If a receipt has already been issued, void it through its own action before adding a sale, marking it paid or voiding a completed sale. After correcting, reissue and check the document. Respect stock and appointment blocks; do not change the count or cancel the whole appointment to bypass them.
9. If the two units of a completed sale should return to available inventory, use × beside that sale in the appointment and confirm “Void”. Check the voided sale, return of 2 and stock changing from 8 to 10, assuming no other movements. An unpaid reservation is cancelled from Product sales on Maestro or Élite; that cancellation adds no units. Voiding a sale does not automatically refund money.
10. If stock is insufficient, another block appears or the result is uncertain, review the sale row, total and movements before repeating. An attempt does not prove a completed sale. In-person selling is available on every plan; the Product sales report requires Maestro or Élite and the public shop requires Élite.

Feature availability depends on your plan and permissions.