Sales

💳 Merbeli Sales Module (POS)

The Merbeli Sales module functions as an agile Point of Sale (POS) for beauty salons, hairdressers, barbershops, and aesthetic centers. It allows you to charge for products and services in seconds, record payments, monitor the status of each sale, and maintain a clear history by customer, center, and date.

Ideal for counter sales, quick payments, and daily income tracking, with filtering tools, reports, and payment transaction records.

📌 Main Sales View

Access the general sales list and manage daily operations from a clear table, with indicators and quick actions.

✅ Quick Indicators

• Total Orders (number of recorded sales).
• Completed (finished sales).
• Pending (sales awaiting completion or not finalized).
• Total Income (total amount accumulated according to applied filters).

🔎 Search and Filters

• Text search to quickly find orders.
• Filter by sale status.
• Filter by payment status (e.g., paid / pending).
• Filter by time range (period).
• Filter by center (useful if your business has more than one branch).
• Quick actions: Filter and Clear.

🧾 Sales Table

The list shows key information to control the operation:

• Order Number (e.g., #INV-2025-00053).
• Customer (with option for sale without customer when applicable).
• Date and Time of the sale.
• Associated Center.
• Items (number of included items).
• Total of the sale.
• Tips (if applicable).
• Status (e.g., completed).
• Payment (e.g., paid).
• Actions to manage each sale.

➕ Create a New Sale (POS)

The New Sale screen is designed for quick charging: you enter the customer, add products/services, select the payment, and finalize in a few steps.

👤 Customer Data

• Customer Name (required).
• Customer Email (optional, useful for sending receipts).
• Allows quick sales registration even if the customer is not previously loaded.

🧴 Sale Items (products and services)

• Selector to choose a product or service.
• Quantity field.
• Add Item button.
• Table with:
  • Product / Service
  • Quantity
  • Unit Price
  • Subtotal
  • Action (remove/edit according to system configuration)
• Total calculated automatically.

💰 Payment

• Payment Method (e.g., cash, card, transfer, or other configured methods).
• Payment Status (e.g., paid / pending).
• Notes field for internal clarifications (payment details, reference, observations).

✅ Closing Actions

• Save as Draft: pauses the sale to resume later.
• Complete Sale: finalizes the sale and records it in the history.
• Return button: go back to sales to continue operating without wasting time.

🧠 Sales Control and Tracking

Merbeli helps you maintain control of what has been sold and collected, so you can make decisions and manage the cash without relying on spreadsheets.

• Sales history by date, center, and customer.
• Identification of completed and pending sales.
• Identification of the payment status to avoid uncollected accounts.
• Visibility of total and items per sale.

💸 Payment Transactions

The Payment Transactions section shows an organized record of money movements associated with sales (income) and other movements according to the business configuration.

📌 Indicators

• Total Transactions.
• Total Amount.
• Income Transactions.
• Expense Transactions (if applicable).

📋 Transactions Table

• Payment Date and time.
• Reference (e.g., linked to a service sale).
• Center.
• Customer.
• Team Member (who registered/performed the operation, if applicable).
• Type (e.g., income).
• Payment Method (e.g., cash).
• Amount.
• Actions to view details.

This view is key to controlling cash, reviewing income by method, and auditing daily movements.

📈 Sales Summary

The Sales Summary provides a quick view of performance over a period, with totals, counts, and readings to understand how the business is functioning.

• Total sales and transaction volume.
• Sales status (completed / pending).
• Income readings for daily tracking or by ranges.
• Base for analyzing demand peaks and performance by center.

🎁 Tips and Gift Cards

Within the Sales menu, Merbeli includes related accesses to enhance customer experience and team control:

• Tips: recording and tracking of tips (according to your salon's flow).
• Gift Cards: support for gift cards / balance in favor (if your business offers it).

🧾 Invoices and Estimates (linked accesses)

In the same section, you will find accesses for administrative tasks that usually complement the sale:

• Create Invoice and Invoice List: to manage documents and follow-up.
• Create Estimate and Estimate List: for quotes and proposals before charging.

This allows the team to work from a unified flow, without jumping between menus.

🚀 Key Benefits

• Faster sales with a simple POS flow.
• Cash control with transactions and payment statuses.
• Fewer errors by centralizing totals, payment methods, and notes.
• Organized history by customer, date, and center.
• Better management with reports and summary views.

Merbeli turns your daily sales into a simple, controlled process ready to grow with your salon.