CDX Sales in SpotPro Reports

Paid Coin Dealer X orders record in pos_sales for Transactions and P&L.

Open P.O.S. Reports → Opens your members area in a new tab

Step-by-step instructions

1 When revenue records
CDX records wholesale revenue in SpotPro when you mark an order paid on Coin Dealer X (or when a buyer pays by card and the order moves to paid). Checkout alone does not count as revenue — unpaid orders can still cancel.
Seller marks paid after confirming wire/Zelle/card.
2 What gets written
Each paid order line inserts into pos_sales with source = CDX and sale_type = wholesale. Notes include CDX order {order_key} for idempotency — marking paid twice does not double-count.
3 View in Transactions
Open Point of Sale → Transactions. Filter by date. CDX lines appear alongside floor and web sales. Source breakdown groups CDX separately from In-Store and Online.
4 P.O.S. Reports & dashboard
Run Sales Summary on P.O.S. Reports for the period — CDX wholesale totals are included. The POS dashboard morning cards reflect paid CDX revenue after you mark orders paid.
Dashboard — today's sales include CDX when recorded.
5 Inventory was already decremented
Stock decrements at CDX checkout (when the buyer places the order). Marking paid only records revenue — it does not decrement quantity again.
6 Cancelled orders
Cancelling a CDX order restores POS-linked inventory through the unified stock helper. No pos_sales row is created for unpaid cancelled orders.