HOW IT WORKS
Start a clear sales record in three practical steps
三个实际步骤，完成一笔清楚的销售记录
The workflow follows what already happens at the counter: prepare the product list, record the current transaction, then review the resulting sales and collection records.
操作流程按照柜台真实工作方式设计：先准备商品，再记录本次交易，最后查看销售与收款结果。
1. Prepare products and customers
1. 准备商品和客户资料
Add products one at a time or import a bilingual Excel sheet. Include only the details the shop uses, such as SKU, barcode, unit, price, cost and stock.
可以逐个添加商品，也可以导入中英文 Excel。只填写店里实际需要的货号、条码、单位、售价、成本和库存。
2. Record the current sale
2. 记录本次销售
Pick or scan products, confirm the quantity and price, select a customer when relevant, and record how the order was paid.
选择或扫描商品，确认数量与价格，需要时选择客户，再记录订单的付款方式。
3. Review records and follow up
3. 查看记录并继续跟进
Saved orders update shared stock. Authorized users can review order history, outstanding balances, checks, returns and owner-level dashboard totals.
保存订单后会更新共用库存。有权限的用户可以查看订单历史、待收欠账、支票、退单和老板看板汇总。