Mwingi POS App – Sales Process Guide
The core function of the Mwingi POS App is to facilitate smooth and efficient sales transactions. This guide outlines the steps required to make a sale, edit receipts (tickets), and manage customer information during the sales process.
Make a sale
Step 1: Add Products to Receipt
- On the checkout page, tap on a product to add it to the receipt.
- The product quantity and total cost will appear at the bottom of the screen, indicating that it has been added successfully.
- Tap the summary section at the bottom (which shows the item count and total charge) to open and view your receipt.
Step 2: Review and Edit Receipt
- Review the list of selected products in the receipt.
- If the customer is satisfied, you may proceed to payment.
- Note: If changes are needed (e.g., quantity adjustments, discounts), refer to the Editing Ticket Guide below for detailed steps.
Step 3: Select Payment Method
- Choose the customer’s payment method (e.g., Cash, MPESA).
- For Cash payments, enter the amount received in the input field.
- For MPESA or exact cash payments, no changes to the amount are needed.
Step 4: Finalize the Sale
- Once the payment amount is confirmed, tap “Charge” to complete the transaction.
- A confirmation screen will appear. You can then choose to start a new sale or view the completed receipt.
Note: Your cash received is the payment amount the customer has handed over. If it is MPESA, the cash received doesnt have to change since the customer pays the exact amount. If it is in Cash, the amount should be same as that of the customer’s cash.
Editing Ticket Guide
1. Changing the product’s quantity
- Tap on the product listed in the receipt.
- Use the “+” or “–” buttons, or tap the quantity number to edit manually.
- After adjusting the quantity, tap “Save” to confirm.
- Products eligible for discounts will display the discount option on this screen (see Discount Guide for details).
2. Remove a product
To remove a product, tap on the item in the receipt and select the delete or remove option.
3. Clear ticket
If the ticket is incorrect or you want to serve a different customer:
- Tap the three vertical dots in the top-right corner of the receipt.
- Select “Clear Ticket” to remove all items.
Adding customer to ticket
Step 1: Open the Add Customer Icon
- In the receipt screen, tap the person icon at the top.
Step 2: Select an Existing Customer
- A list of registered customers will appear.
- Tap on the appropriate customer to add them to the receipt.
Note: Customers must have both a village name and cluster assigned. Otherwise, they cannot be added.
Step 3: Confirmation
- After selection, the icon will change, indicating the customer has been successfully linked to the sale.
Step 4: To Remove a Customer
- Tap the same customer icon, then select “Remove” to unlink the customer from the receipt.
Adding customer to ticket
If the customer does not already exist in the system:
Option 1: From Sidebar
- Tap “Customers” from the side menu to view the customer list.
- Tap the “+” button to open the add-customer form.
Option 2: From the Receipt Page
- While adding a customer, tap the “+” icon on the customer selection screen.
Step 3: Fill the Customer Form
Complete the form with:
- Full name
- Phone number (must be unique)
- Village name (mandatory)
- Cluster (mandatory)
Tap “Create” to save the new customer. They will now appear in the customer list and can be linked to the receipt.
Note: Duplicate phone numbers are not allowed. All new entries must include a valid village name and cluster to be accepted.