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Documentation Index

Fetch the complete documentation index at: https://docs.openbook.to/llms.txt

Use this file to discover all available pages before exploring further.

Service DAOs: Skip this step!If you’re running a SaaS, subscription, or consulting business (like Zenland DAO), use Record Income to record subscription/service income instead.
πŸŽ‰ Congratulations! You’ve completed all the setup. Now let’s record your first sale and see how OpenBook handles the complete accounting flow.

What Happens in a Sale

When a customer buys a Cappuccino for $5.00 (with 12% tax):

Recording a Sale

1

Open POS

Navigate to Sales β†’ POS or use the POS shortcut
2

Select Products

Tap products from the menu to add them to the cart:
  • 2Γ— Cappuccino @ $5.00
  • 1Γ— Croissant @ $3.50
3

Review Cart

2Γ— Cappuccino        $10.00
1Γ— Croissant          $3.50
─────────────────────────────
Subtotal             $13.50
Tax (12%)             $1.62
─────────────────────────────
Total                $15.12
4

Select Payment Method

Choose how the customer paid:
  • Cash
  • Card
  • Mobile payment
  • Split payment (multiple methods)
5

Complete Sale

Click Complete Sale to process
6

Receipt Generated

A receipt number is generated (e.g., RCP-20250106-0001)

The Complete Accounting Trail

1. Transaction Record

FieldValue
Transaction #TXN-20250106-0001
TypeSALE
Date2025-01-06
Total$15.12
DescriptionPOS Sale #RCP-20250106-0001

2. Ledger Entries (Double-Entry)

AccountDebitCredit
Cash on Hand$15.12
Sales Revenue$13.50
Sales Tax Payable$1.62
Cost of Goods Sold$1.76
Inventory - Coffee Beans$0.86
Inventory - Milk$0.60
Inventory - Cups$0.22
Inventory - Lids$0.10
Debits = Credits: 16.90=16.90 = 16.90 βœ“

3. Stock Movements

ResourceChangeNew Balance
Coffee Beans-36g4,964g
Whole Milk-300ml19,700ml
Paper Cup (Small)-2198 pcs
Plastic Lid-2398 pcs

For Token Holders: Verification

As a token holder, you can verify:
  • Total sales match receipt count
  • Tax collected matches tax rate Γ— sales
  • No unexplained discounts
  • Stock movements match sales volume
  • COGS aligns with product recipes
  • Waste/adjustment movements are documented
  • Cash account balance matches physical count
  • Deposits to bank are recorded
  • Timing differences are explained

What’s Next?

You’ve successfully:
  • βœ… Registered your DAO
  • βœ… Set up your business structure
  • βœ… Added inventory
  • βœ… Created products and recipes
  • βœ… Recorded your first sale

Daily Operations

Learn about end-of-day reports, shift management, and more

Financial Reports

Generate Trial Balance, P&L, and transparency dashboards

Summary: The Full Flow

Every sale in OpenBook creates a complete, auditable, double-entry accounting record that token holders can verify at any time.