Checkout & sales

PorThorOS checks the patient, active PT33 allowance, sellable stock, price, payment, and open shift before recording the sale.

1. Use Search customer and select the patient.
2. Confirm the patient panel shows an active PT33 allowance.
3. Choose the product and review quantity, price, tax, discount, and remaining allowance in Current sale.
4. Choose Cash under Pay by, then choose Take payment.
5. Enter Cash received, confirm Change due, and choose Complete Cash sale.
6. From Sale complete, choose Print receipt if needed.

Holding saves the cart without taking payment or changing stock and PT33 allowance.

1. From Current sale, choose Hold.
2. Choose a reason, then choose Hold sale.
3. To resume, choose Open in Current sale.
4. Find the patient in Open sales and choose Resume.
5. Review the patient, lines, price, and allowance before payment.

Use the message in Current sale to correct the source record instead of creating a second transaction.

1. Confirm the shift is open.
2. Open the patient profile and check PT33 status and remaining allowance.
3. Review the product quantity, batch availability, price, and payment method.
4. Correct the source record in Patients, Compliance, Inventory, Pricing, or Settings.
5. Return to checkout and wait for the quote to refresh.

PorThorOS reuses the same payment command so a safe retry does not create a second sale.

1. Keep the payment dialog open when it shows a connection error.
2. Confirm the payment method and Cash received value have not changed.
3. Choose Complete sale again after the connection returns.
4. Before starting a new cart, check Sales for the completed receipt.

Use Sales to inspect the recorded transaction before printing a copy.

1. Open Sales and use the date range or Search sales list.
2. Choose Open receipt on the matching row.
3. Review the patient, items, payment, PT33, tax, and totals.
4. Choose Reprint, then choose Print copy.

Refunds begin from the original receipt and require the configured permission and manager approval.

1. Open the receipt in Sales and choose Start refund.
2. Select the refundable lines and enter the reason and note.
3. Choose Submit for approval.
4. From Pending refunds, choose Review.
5. Enter the Refund approval manager PIN and choose Approve & refund.

Record the movement before changing the physical drawer balance.

1. Open Current shift and choose Cash in/out.
2. Choose the Cash movement reason.
3. Enter the amount and reference.
4. Choose Record movement.

Closing compares counted cash with the recorded drawer and creates an immutable report.

1. Open Current shift and choose Close shift.
2. Enter Counted cash and a Variance reason when required.
3. Choose Close shift.
4. Review the Shift close report, then choose Back to shifts.