How to Create a Sale in ResaleOS

Create a point-of-sale sale in ResaleOS

This guide walks you through creating a sale from the Sales tab, adding items, customers, taxes, shipping, taking payment, and booking the shipment. Follow the steps in order. Simple and fast.

Step 1: Start a new sale

1. Open the Sales tab in ResaleOS.
2. Click the New Sale button.

Step 2: Add products to the cart

1. Browse your catalog and select one or more products to add to the sale. Click a product to add it.
2. Or click Add custom item to create a one-off line item (handy for things not in your catalog).

Step 3: Add a customer (optional)

1. Click the customer field to choose an existing customer or click Add new to create one.
2. You can leave this blank and still complete the sale. It’s not required.

Note: You’ll need a destination address to book shipping. If you leave the customer off now, you can add or edit it before you ship.

Step 4: Set taxes

1. By default, ResaleOS can auto-calculate sales tax for you.
2. To override, enter a custom tax percentage. The sale total updates instantly.

Step 5: Add shipping and compare rates

1. Click Add shipping to open the built-in shipping calculator.
2. Review the live rates. ResaleOS compares options across carriers (availability varies by route and package specs). Integrated solutions include FedEx, UShip, and GoShare.
3. Select your carrier and choose a service level (for example, ground vs. express).
4. Click Update Sale to add the shipping charge to the order total. This lets you charge the buyer the exact amount.

Tip: Accurate weight and dimensions matter. Even small changes can affect which services are available and the price you see.

Step 6: Collect payment

1. Click Continue to go to payment.
2. If you have a POS terminal connected (e.g., Square or Stripe), take the card payment right from your terminal.
3. No terminal? Choose another method, like Cash.
4. Need to split tender? You can split the total (for example, part cash and part card).
5. Click Complete Sale.

Step 7: Send or print the receipt

1. When the sale completes, ResaleOS automatically emails a receipt to the customer on file.
2. Click Print to generate a printable receipt with your logo.

Step 8: Book and track the shipment

1. From the sale page, click Book shipment to purchase a label directly in ResaleOS.
2. After booking, you’ll receive the shipping label immediately, and the customer gets a tracking link.
3. Track delivery status from the sale in ResaleOS—everything stays in one place.

Important: You are charged when you book a label. Only click Book shipment when the order is packed and ready to go.

Tips and notes

• Customer optional, shipping not: You can complete a sale without a customer, but you’ll need a ship-to address to book a label.
• Rates vary: Carrier options change by destination, package size/weight, and service level. If you don’t see a carrier, try adjusting dimensions or service speed.
• Double-check details: Confirm the address, item dimensions, and weight before booking to avoid surcharges or delays.
• Save time later: Add frequently used customers now so receipts, shipping, and follow-ups are one click next time.
• Keep it organized: After you complete a sale, use the Sales tab to view the order, print the receipt, and manage shipping from the same place.