Create Sale

Learn how to create and process a new sale transaction.

1 min read

This guide walks through the complete process of creating a sale in MediFlux, from initiating the transaction to finalizing payment. Whether you're processing a simple over-the-counter purchase or a complex prescription order with insurance billing, the workflow follows the same fundamental steps.

Creating a Sale via the Dashboard

The MediFlux POS interface is accessible from the main dashboard. Click New Sale or press F2 to start a new transaction.

Add Items to the Sale

Add products to the sale by scanning their barcode, searching by name, or entering the product code directly. Each item appears in the transaction list with its price, quantity, and applicable tax.

Example: Add items via API

const sale = await fetch("https://api.mediflux.io/v1/sales", {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    Authorization: "Bearer your-api-key",
  },
  body: JSON.stringify({
    location_id: "loc_xyz789",
    cashier_id: "usr_jane_doe",
    items: [
      {
        product_id: "prod_amoxicillin_500",
        quantity: 1,
        prescription_id: "rx_20240115_001",
      },
      {
        product_id: "prod_bandages_medium",
        quantity: 2,
      },
      {
        product_id: "prod_vitamin_d3_1000",
        quantity: 1,
      },
    ],
  }),
});

const saleData = await sale.json();
console.log("Sale created:", saleData.id);
// Output: Sale created: sale_2024_00456

MediFlux automatically checks inventory availability when items are added. If an item is out of stock or below the reserved quantity threshold, you'll receive an immediate warning.

Verify Prescriptions

For prescription medications, MediFlux prompts the pharmacist to verify the prescription before the sale can proceed. The verification step captures the prescription number, prescriber information, and the pharmacist's digital signature.

Example: Attach prescription verification

await fetch(`https://api.mediflux.io/v1/sales/${saleData.id}/verify`, {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    Authorization: "Bearer pharmacist-api-key",
  },
  body: JSON.stringify({
    item_id: "item_001",
    prescription: {
      rx_number: "RX-2024-78901",
      prescriber: "Dr. Sarah Mitchell",
      prescriber_npi: "1234567890",
      date_written: "2024-01-10",
      refills_authorized: 3,
      refills_used: 0,
    },
    pharmacist_id: "usr_pharmacist_01",
    verification_method: "digital_signature",
  }),
});

Sales containing unverified prescription items cannot be finalized. A licensed pharmacist must complete the verification step before payment can be processed.

Apply Discounts and Insurance

Apply any applicable discounts, loyalty program benefits, or insurance coverage. MediFlux supports stacking multiple discount types and will automatically calculate the correct amount.

Example: Apply insurance and discount

await fetch(`https://api.mediflux.io/v1/sales/${saleData.id}/adjustments`, {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    Authorization: "Bearer your-api-key",
  },
  body: JSON.stringify({
    adjustments: [
      {
        type: "insurance",
        provider: "BlueCross BlueShield",
        policy_number: "BCB-9876543",
        coverage_amount: 45.0,
        copay: 10.0,
      },
      {
        type: "loyalty_discount",
        program: "HealthFirst Rewards",
        points_redeemed: 500,
        discount_amount: 5.0,
      },
    ],
  }),
});

Process Payment

Finalize the sale by processing payment. MediFlux supports single and split payment methods.

Example: Process payment

const payment = await fetch(
  `https://api.mediflux.io/v1/sales/${saleData.id}/pay`,
  {
    method: "POST",
    headers: {
      "Content-Type": "application/json",
      Authorization: "Bearer your-api-key",
    },
    body: JSON.stringify({
      payments: [
        {
          method: "credit_card",
          amount: 22.5,
          reference: "txn_stripe_abc123",
        },
      ],
    }),
  }
);

const result = await payment.json();
console.log("Sale completed:", result.status);
// Output: Sale completed: completed

Once payment is processed, MediFlux automatically updates inventory quantities, posts the revenue and COGS entries to your accounting ledger, and generates a receipt.

Sale Response Object

A completed sale returns a comprehensive response object:

Sale response

{
  "id": "sale_2024_00456",
  "status": "completed",
  "location_id": "loc_xyz789",
  "cashier_id": "usr_jane_doe",
  "items": [
    {
      "product_id": "prod_amoxicillin_500",
      "name": "Amoxicillin 500mg Capsules",
      "quantity": 1,
      "unit_price": 55.00,
      "prescription_verified": true
    },
    {
      "product_id": "prod_bandages_medium",
      "name": "Sterile Bandages (Medium)",
      "quantity": 2,
      "unit_price": 4.99
    },
    {
      "product_id": "prod_vitamin_d3_1000",
      "name": "Vitamin D3 1000 IU",
      "quantity": 1,
      "unit_price": 12.50
    }
  ],
  "subtotal": 77.48,
  "tax": 1.40,
  "insurance_coverage": 45.00,
  "loyalty_discount": 5.00,
  "total": 28.88,
  "payments": [
    {
      "method": "credit_card",
      "amount": 28.88
    }
  ],
  "created_at": "2024-01-15T14:30:00Z",
  "receipt_url": "https://api.mediflux.io/v1/receipts/rcpt_2024_00456"
}

Keyboard Shortcuts

The MediFlux POS interface supports keyboard shortcuts for faster transaction processing:

Shortcut	Action
`F2`	New Sale
`F4`	Search Products
`F6`	Apply Discount
`F8`	Process Payment
`F10`	Void Current Sale
`F12`	Open Cash Drawer
`Esc`	Cancel / Go Back

Once payment is processed, MediFlux automatically updates inventory quantities, posts the revenue and COGS entries to your accounting ledger, and generates a receipt.

Sales

Returns