Sales & checkout

What this does

Handles carting, customer assignment, taxes/fees, and payment capture in the Sales flow.

Why it matters operationally

Checkout is where stock, customer balance, and revenue all change at once. Errors here cause the most shift pain.

Proof from live product behavior

  • Cart supports quantity updates, removal, and customer linking.
  • Supported payment methods: Cash, Card, Credit, Zelle, and Mixed.
  • Sale detail route supports payment updates and customer assignment with role constraints.
  • Delivery options and additional fee handling are present in current flow.

What's in beta / current limitations

  • Certain reassignment actions are restricted for credit sales.
  • Workflow behavior can change as beta hardening continues.