Counter Sales
Counter Sales are for shakes, meal preps, and any items prepared and served at the counter. Unlike regular sales, counter sales are built around Meal Plans (ingredient formulas) and automatically manage stock.
How it works
- You define Meal Plans — recipes that list each ingredient and how many scoops are used per serving
- When a counter sale is created, you pick a meal plan and set the number of servings
- Stock is automatically deducted from inventory based on the formula × servings
- The sale appears in the Prep Queue so your team knows what to prepare
Two preparation modes
Counter Sales work in one of two modes, configured in Settings → Organization:
Simple mode
Stock is deducted immediately when the sale is saved. The prep queue is not used — this mode suits counters where the shake is made on the spot and handed over immediately.
Deferred mode
Stock is deducted only when the order is marked as Prepared in the prep queue. This suits counters where orders are taken in advance, queued, and prepared in batches. A blue banner on the create page reminds you that orders go into the queue.
Sale types
Every counter sale has one of three sale types:
| Type | Description |
|---|---|
| Member (Profile) | Linked to an existing member. Can pay by wallet or any payment method. |
| Walk-in Customer | No member profile. Name and phone optional. Cash/UPI/bank payment only. |
| Personal Use | Staff consumption or testing. No charge — no payment recorded. |
Counter Sales vs Regular Sales
| Counter Sales | Regular Sales | |
|---|---|---|
| Products | Meal plans (ingredient formulas) | Products from catalogue |
| Stock | Auto-deducted via formula | Managed per product |
| Extras | Add-on items paid separately | All items in one invoice |
| Prep queue | Yes (Deferred mode) | No |
| Wallet payment | Yes (members only) | Yes (members only) |
| GST invoice | Simplified receipt | Full GST invoice |
Add-on items (Extras)
Counter sales support Extra Items — products sold alongside the main shake (e.g. a protein bar, a bottle of water). Extras are charged separately from the main items. If the main payment is by wallet, extras use a different payment method (cash, UPI, etc.).
Scoop variants (flavour selection)
Each ingredient in a meal plan uses a specific number of scoops. When creating a sale, you choose which variant (flavour) to use for each scoop — for example, Scoop 1 = Chocolate, Scoop 2 = Vanilla. This controls which variant's stock is deducted.
If a product has only one variant, all scoops are auto-selected. If you change one scoop, the remaining unselected scoops auto-fill with the same choice.
Stock and open packs
Counter sales deduct from open packs — tubs, bags, or containers that have been opened and are actively in use. Before stock can be deducted, a pack must be opened.
If there is not enough open stock when you try to save a sale, the system shows a Stock Resolution dialog with options to resolve the shortfall. See Creating a Counter Sale for full details.
Cancelling a counter sale
Open the sale → click Cancel. This:
- Marks the sale as Cancelled
- Reverses the stock deduction (or removes it if not yet deducted in Deferred mode)
- Voids any wallet deduction
Cancelled sales are hidden from the list by default — toggle Show Cancelled to see them.
In this section
- Meal Plans — setting up recipes and scoop defaults
- Creating a Counter Sale — recording a shake or prep order
- Prep Queue — tracking preparation status and resolving stock issues