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Creating a Counter Sale

Steps​

  1. Go to Counter Sales in the sidebar
  2. Click New Counter Sale
  3. Select the customer (member or walk-in)
  4. Add the items ordered
  5. Record payment
  6. Click Save

Customer selection​

  • Member — search and select an existing member. The sale links to their profile.
  • Walk-in — leave the member field blank. The customer is recorded as a walk-in.

Adding items​

  1. Click Add Item
  2. Search and select a Meal Plan (e.g. "Protein Shake")
  3. Set the quantity (how many servings)
  4. The price auto-fills from the meal plan — you can override it
  5. Add a discount if needed

Repeat for each item ordered.

Stock deduction​

When the sale is saved, ingredients are automatically deducted from inventory based on the meal plan formula × quantity ordered. No manual stock adjustment needed.

Recording payment​

Same as regular sales:

  • Full payment — enter the full amount, select method and account
  • Partial payment — enter what's paid now, collect the rest later
  • Pending — leave amount blank, full amount becomes a due

After saving​

  • The sale appears in the Counter Sales list
  • It enters the Prep Queue so your team can see what to prepare
  • If linked to a member, it appears in their profile

Cancelling a counter sale​

Open the sale → click Cancel. This:

  • Marks the sale as Cancelled
  • Reverses the stock deduction
  • Voids any payment recorded (if the amount needs to be refunded manually)
note

Cancelled sales are hidden from the list by default. Toggle Show Cancelled to see them.