Step-by-step guide to processing a sale through the Aurelia Hub POS system.
Step 1: Select a Customer (Optional)
Use the Customer dropdown to search and select. This links the sale to their history, updates spending stats, and enables account payment usage. Leave blank for walk-in customers.
Step 2: Add Products to Cart
Search by name, SKU, or description. Filter by category. Click a product to add to cart. Adjust quantities with +/- controls. You can also add custom service items (repairs, engravings) without a product record.
Step 3: Apply Discounts (Optional)
Per-Item: Set discount type (percentage or fixed) and value for individual items.
Order-Level: Apply a discount to the entire order.
Step 4: Apply Gift Cards (Optional)
Enter the gift card code, click Apply. The system validates (active, has balance, not expired). Multiple cards can be applied. The amount is deducted from the total.
Step 5: Apply Account Payments (Optional)
When a customer is selected, available account payments are shown. Select which to apply. The system checks validity (active, has balance, product compatibility for product-specific credits).
Step 6: Select Payment Method
Choose Cash, Card, or other configured methods for the remaining balance.
Step 7: Choose Sale Type
Order — Complete immediately. Reservation — Hold items with expiry date.
Step 8: Complete the Sale
Click Complete Sale. The system:
- Creates a Sale record with unique number (SALE-YYYYMMDD-XXXX)
- Creates SaleItem records for each cart item
- Reduces stock and logs stock movements
- Updates gift card and account payment balances
- Updates customer statistics (total_spent, total_orders, last_purchase_at)
- Calculates tax (item-level or order-level rates)
- Displays sale summary
Tax Calculation
Two modes: item-level tax (each item has its own tax_rate and is_net_price flag) or order-level tax (flat rate applied to subtotal).