How to Use the Counter Sales Tool in 10X ERP

The Counter Sales tool in 10X ERP allows users to quickly create and process sales orders for walk-in or account customers directly at the counter. Unlike a standard sales order, there is no separate create-shipment step—in-stock items ship automatically as soon as the order is published, and the system immediately prompts for payment and printed or emailed documentation based on the customer's preference.

Set Up Counter Stations under Admin > Devices > Stations to represent registers, set default printers, and make end-of-day reconciliation easier.
(Optional) Set Up a Signature Station on a tablet or touch device via Tools > Signature Station to capture customer signatures at the counter.
Navigate to Tools > Counter Sales to access the dashboard and view all open or closed counter sale orders.
Select Your Station to filter the list and default new orders to that register.
Click the Plus (+) Icon to start a new counter sale order.
Select or Search for the Customer Account (walk-in/cash or any existing account).
PO Number Defaults to “Counter” but can be edited.
Confirm Header Info—populated from customer defaults and still editable.
Location Is Locked since the customer is picking up in person.
Choose a Shipping Method—only counter-sale-flagged methods are shown.
Add Items to the Order, with tax/non-tax based on the customer's settings.
Include Add-Ons, Attachments, or Notes as needed.
Click the Check Mark to Publish—in-stock items ship automatically and the payment prompt appears.
Choose the Payment Method (Terms, Cash, Check, or Credit Card; Terms only if the account supports it).
Capture the Customer Signature via the signature station or on-screen.
Print or Email the Invoice, with an optional Stripe receipt for credit card payments made through Stripe.
Order Closes Automatically when paid; terms orders stay open with a draft invoice in the billing Send Invoices section.
Reconcile Registers via Counter Station Reconciliation to confirm cash, check, and credit card totals per station.
Manual Returns are also available from the Counter Sales area (covered in a separate video).

For further assistance, contact the 10X support team.