Documentation

Everything you need to integrate, use, and get the most out of MOMO LENS.

Sales Management Guide

MOMO LENS provides a complete Point of Sale (POS) system for recording sales, managing customers, generating receipts, and tracking sales history with comprehensive analytics.

Overview

The sales system is the core of your business operations. It handles everything from creating sales transactions to generating receipts, managing customers, and providing detailed sales analytics.

Key Features

  • Complete POS workflow with line items
  • Multiple payment methods (cash, mobile money)
  • Barcode scanning for quick product lookup
  • Customer management and tracking
  • Discount and promotion management
  • Instant receipt generation
  • Comprehensive sales history and analytics
  • Integration with inventory and refunds

Creating a Sale

Follow these steps to process a sale:

  1. Start New Sale

    Open the POS screen and tap "New Sale" to begin. You can also scan a barcode to quickly start with a product.

  2. Add Products

    Search for products by name, scan barcodes, or browse by category. Add items to the cart with quantities. The system calculates totals automatically.

  3. Apply Discounts (Optional)

    Apply percentage or fixed amount discounts to individual items or the entire sale. Discounts are tracked for reporting.

  4. Select Customer (Optional)

    Link the sale to a customer for tracking purchase history and generating customer reports.

  5. Select Payment Method at Checkout

    In the checkout screen, select the payment method from the available options (Cash, MTN MoMo, Airtel Money, Zamtel Kwacha, etc.). The payment method you select determines how the sale is categorized for reconciliation. Important: Select the correct payment method - this is what gets used in cash-up to match expected vs actual amounts.

  6. Enter Customer Phone (Mobile Money Only)

    If you selected a mobile money provider, you must enter the customer's phone number. This phone number is saved with the sale for payment tracking and confirmation. The system uses this to help verify payments were received from the correct customer.

  7. Complete Sale

    Review the sale summary and complete the transaction. Stock levels update automatically, and a receipt is generated.

  8. Generate Receipt

    The system generates a receipt automatically. You can print, email, or share via WhatsApp.

Payment Methods

MOMO LENS supports multiple payment methods. The payment method you select during checkout is automatically saved with the sale and used for reconciliation:

Cash Payments

Select "Cash" in checkout to record cash payments. The system automatically categorizes the sale as a cash transaction, which contributes to the expected cash amount in cash-up reconciliation.

Note: Cash sales are grouped together in cash-up to calculate expected cash amounts.

Mobile Money

Select a mobile money provider (MTN MoMo, Airtel Money, Zamtel Kwacha, etc.) in checkout. You must enter the customer's phone number - this is saved with the sale for tracking. The sale is automatically categorized under that provider for reconciliation.

Important: Each provider is tracked separately in cash-up. If you select "MTN MoMo", the sale contributes to expected MTN MoMo amount. Select the correct provider!

How Payment Method Selection Works

  1. Select in Checkout: Choose the payment method from the grid (Cash, MTN MoMo, Airtel Money, etc.)
  2. For Mobile Money: Enter customer phone number (required) - this is saved with the sale
  3. Sale Created: Sale is created with the selected payment method stored
  4. Automatic Categorization: The payment method determines which "bucket" the sale goes into for cash-up
  5. Cash-Up Matching: System groups all sales by payment method to calculate expected amounts

Example: If you select "MTN MoMo" for a sale, that sale contributes to the expected MTN MoMo amount in cash-up. If you select "Airtel Money", it goes to Airtel Money expected amount. This is why selecting the correct payment method is crucial!

Customer Management

Track customer information and purchase history:

Customer Information

  • Customer name and contact details
  • Phone number and email
  • Purchase history
  • Total spending
  • Last purchase date

Benefits of Customer Tracking

  • Build customer relationships
  • Generate customer reports
  • Track repeat customers
  • Send receipts via WhatsApp or email
  • Analyze customer buying patterns

Discount Management

Apply discounts to sales for promotions and special offers:

Percentage Discounts

Apply a percentage discount (e.g., 10% off). The system calculates the discount amount automatically.

Fixed Amount Discounts

Apply a fixed amount discount (e.g., $5 off). Useful for dollar-off promotions or coupons.

Receipts

Generate professional receipts for every sale:

Receipt Information

  • Sale number and date
  • Line items with quantities and prices
  • Subtotal, discounts, and total
  • Payment method
  • Customer information (if linked)
  • Business details and contact info

Receipt Sharing

  • Print receipts directly
  • Email receipts to customers
  • Share via WhatsApp
  • Save as PDF
  • View receipt history

Sales History

Access comprehensive sales history and analytics:

Sales List

  • View all sales chronologically
  • Filter by date, payment method
  • Search by sale number or customer
  • View sale details and receipts

Analytics

  • Daily, weekly, monthly summaries
  • Sales by payment method
  • Top-selling products
  • Customer purchase patterns

Export

  • Export sales to CSV
  • Generate PDF reports
  • Share reports via email
  • Archive for accounting

Integration with Refunds

Sales integrate seamlessly with the refund system:

Refund Processing

From any sale receipt, you can process refunds. The system tracks refunded amounts, shows refund status on sales, and automatically restores inventory. See the Refunds Guide for detailed information.

Barcode Scanning

Speed up sales with barcode scanning:

Quick Product Lookup

Use your device camera to scan product barcodes during sales. This quickly adds items to the cart, reduces errors, and speeds up checkout.

Best Practices

Always Generate Receipts

Generate receipts for every sale, even for cash transactions. This provides proof of purchase, helps with returns, and maintains accurate records.

Link Customers When Possible

Link sales to customers to build purchase history. This enables customer analytics, repeat purchase tracking, and better customer service.

Record Payment Methods Accurately

Always select the correct payment method. This ensures accurate cash-up reconciliation and mobile money matching.

Review Sales Regularly

Regularly review sales history and analytics to understand trends, identify top products, and make informed business decisions.

Troubleshooting

Product Not Found

If a product doesn't appear in search, check that it exists in inventory and is not deleted. Verify spelling or try scanning the barcode.

Stock Issues

If you can't add a product due to stock, check inventory levels. The system prevents selling out-of-stock items. Adjust stock if needed.

Receipt Not Generated

If receipt generation fails, check that the sale was completed successfully. You can regenerate receipts from the sales history.

API Integration

For programmatic access to sales data:

POST /api/v1/merchants/{merchantId}/sales
Authorization: Bearer YOUR_TOKEN

{
  "items": [
    {
      "productId": "product-id",
      "quantity": 2,
      "price": 50.00
    }
  ],
  "paymentMethod": "CASH",
  "customerId": "customer-id"
}

GET /api/v1/merchants/{merchantId}/sales
Authorization: Bearer YOUR_TOKEN

Next Steps