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How to complete an order as a sale

After creating an order and reserving products for your customer, see how to complete that order as a sale.

Important

This feature is available for subscribers of the Nex Premium plan. Learn more about our subscription plans.
An order, also known as a counter sale, is a sales process where payment is processed after entering the products. This method is widely used in stores with counter sales (such as pharmacies and building material stores) where payment is made at the checkout register at the end. To see how to create an order, click here.
Any product added to an order will have its stock reserved, waiting for payment completion to deduct the stock and record the incoming cash in Nex.

Let's learn how to complete an order as a sale?

1. On the Sales screen, access the Open orders tab.

‍2. Identify the order you want to complete and then click on Open - F2.

3. Review the information and then click on Pay/Complete - F2.

4. Select the payment method and then click on F2 Complete.

Done! Your order has been completed and will appear on the sales screen.

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1. How to Start

Sales, stock control, customer registration, register...

2. Next Steps

Backup, Parked Sales, loyalty system, change currency and more...

3. Everything

Print templates, printing labels, commission report and more...

Quotation

Peripherals

Online Catalog

Online Order

Nex app

Customer

Nex Sales App

Accounts Payable

Nex on the web

Sales

Products / Inventory

Cash Register

DB / setup

Reports

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Loyalty System

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See how to calculate the selling weight based on the product price.

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See how simple and practical it is to cancel a sale made at the current cash register!

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How to apply discounts on products

See how simple it is to edit and apply a discount to just one product in a transaction.

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Customize Nex according to your local tax regulations or create and apply fees to individual orders or products during a transaction.

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See how to set the maximum amount of change that can be returned to the customer at the end of a payment transaction in your system.

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See how to configure and choose the printing template for a receipt in Nex. Additionally, see how to register or update your store's name, address, and other business details on the receipt.

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See how to register a sale on Nex, selecting the products and registering the payment.

How to create an order

See how to work with orders in Nex and operate with counter sales or product reservations for your customers.

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You can configure a default limit for all customers or define a personalized limit for a specific customer. Additionally, it is possible to configure it so that a customer cannot register a debt.

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See how to select the selasperson during a sale.