Fast basket
Items, options, discounts, and customer context stay close to the sale.
Order workflow
Sales keeps every order traceable after the basket starts.
Track where an order came from, what was sold, who it belongs to, which documents are attached, and how it contributes to daily review.
Order sourcePayment stateDaily close
Checkout operation
Orders, payment state, receipt context, and close review stay traceable.
Sales is the order record after checkout begins: source, customer, payment state, receipt context, and daily review.
Checkout lane
Order board and active basket
CounterOnline
BasketPOS order
1Latte2 x option
2Breakfast settable 4
3Gift cardcustomer
Payment state
Recorded with order context
Receipt context
Prepared for customer handoff
Close review
Sales and payment review
Payment state
Payment and receipt context can be reviewed from the same order path.
Daily close
Sales and payment review lead into end-of-day operating context.
Counter-ready Receipt context Close review
Capability workflow
Turn selling activity into an order record the business can use.
Sales is separate from checkout: it carries the order story into customer history, documents, reporting, and review.
Capture the source
Keep counter, online, reservation, or service orders clear from the beginning.
Attach the business context
Connect the customer, payment state, receipt or invoice context, and fulfillment notes to the order.
Review the selling day
Use the same order record for daily close, reports, and follow-up without rebuilding the story manually.
Connected capabilities
Sales connects checkout, customers, documents, and reports.
The Sales page stays focused on the order record while showing the adjacent capabilities that complete the workflow.
POS / Checkout
Counter checkout, order entry, payment state, receipts, and close rhythm.
Shipping and Payments
Payment state, fulfilment context, and customer-facing checkout readiness.
Customers
Customer profiles, order context, bookings, and engagement history.
Reports
Operational reporting, daily close, and decision signals.
Common industry fit
Where Sales usually matters most.
Different industries use this capability in different operating models.
Restaurants & Cafes
Service-day rhythm for reservations, menus, counter/table selling, gift cards, inventory, and close review.
Service focus
Prepare reservations, menu choices, and staff rhythm before service.
Retail Stores
Product-first retail workflow for checkout, stock, customers, campaigns, and online presentation.
Retail floor focus
Sell from the floor while product and customer context stay visible.
Supermarkets
High-throughput checkout and stock-depth workflow for barcode lanes, replenishment, invoices, reports, and accounting context.
Checkout and stock focus
Keep fast checkout connected to product depth and barcode flow.
Clothing Stores
Catalog-rich retail for collections, sizes, colors, seasonal stock, customers, campaigns, and online presentation.
Catalog focus
Represent products through collections, sizes, colors, and variants.
Counter devices that support the sales flow.
Review current POS terminals and receipt printers from the catalog.
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Availability
Use Pricing for the full plan comparison.
Sales scope depends on selected plan, selected channels, and rollout setup.
Plan scope varies
Use Pricing to compare subscription scope, selected modules, and rollout timing for this workflow.
Related sales and marketing posts.
This block uses the sales and marketing blog category ID for related published guidance.
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Related guides will appear here when matching content is available.
Sales planning
Design the sales flow before adding more channels.
Map order sources, payment state, customer context, and daily close needs before choosing the rollout path.
Sales
Track where an order came from, what was sold, who it belongs to, which documents are attached, and how it contributes to daily review.
Industry fit
Restaurants & Cafes, Retail Stores, Supermarkets, Clothing Stores
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