Edit and Reconcile a Saved Sale

Before You Edit

• Prefer correcting the cart before the original sale is saved.
• Use Edit only for a genuine correction to the same transaction; create a return or exchange when goods came back after completion.
• Locate the exact Bill # in Sales History and open its invoice pane.
• Verify customer, item lines, quantities, total, payment mode and status before selecting the pencil icon.
• Record the reason and obtain manager authorization according to shop policy, especially after money or goods have changed hands.
• Capture the original receipt or values when your audit policy requires before-and-after evidence.

Open the Edit Workspace

1. Open Home, then Sales History.
2. Search for the exact Bill # and select its row.
3. Read the invoice pane and confirm it is not merely a similar total or customer.
4. Select the Edit pencil. Sales Write permission is required.
5. Wait for the customer and every saved item line to load.
6. Confirm the heading says Edit Sale and the displayed total still matches the source bill before changing anything.

What You Can Change

Update the Sale

1. Make the smallest required correction.
2. Recheck each line's quantity, unit, price, discount, tax and total.
3. Confirm customer and note fields.
4. Select PAY and reconcile the complete tender state, even when the correction appears item-only.
5. If Posnic requests manager approval for a discount, provide an authorized PIN or card; the browser retries the update once with that approval token.
6. Complete Update and wait for a success response.
7. Posnic clears its item cache and returns a normal saved-sale edit to Sales History.
8. Reopen the same Bill # and verify the corrected invoice.

Stock Consequences

Financial and Record Consequences

• The existing sale document is updated in place; the human-readable Bill # is retained.
• The sale process becomes Edit for a normal completed sale. A held sale is converted to Add, while dedicated KOT edit paths follow separate KOT rules.
• Server-side totals are recalculated from normalized submitted items, with payload totals used only as fallback when server values are unavailable.
• The linked register_sales entry is updated with the corrected total, discount, tax and payment information when a register ID is supplied.
• Customer partial-payment or wallet transaction data can also be updated when the sale belongs to that flow.
• The edit payload sets return totals, return tax, return discount and returned-item arrays back to empty or zero. Do not use Edit as a substitute for changing a completed return record.
• The update emits sync activity after the sale is saved so offline/cloud copies can receive the corrected transaction.

Permissions, Approval and Audit

Verify After Update

1. Search the same Bill # in Sales History and open it.
2. Compare customer, every line, subtotal, discount, tax, total and payment with the intended correction.
3. Open Inventory Logs and verify one Explainable Edit Sale delta for every tracked item changed.
4. Check the current register and payment reports for the corrected tender and amount.
5. Check customer dues or wallet when partial payment or customer balance was involved.
6. Check price-change and discount audit records when those values changed.
7. Print or share a replacement receipt only after the corrected bill passes these checks.

Troubleshooting