Guides
Completing a sale
How a sale in Pulse updates inventory, the customer record, and your revenue in one motion.
01
Start a new sale
From Sales, choose New sale and add the products or services being sold. Pulse checks stock as you go, so you always see what's actually on hand.
02
Attach a customer
Search for an existing customer or add a new one. Returning customers show their order history right away, so you have context before you finalize anything.
03
Finalize
Confirming the sale records payment, decrements inventory once (not per line item), and links the order to the customer's history — no separate steps to keep those in sync.
04
What happens next
The sale immediately shows up in Analytics, and a receipt is ready to send from the order's detail page.