**SALES** ============== ============== **To Create a Sale** ------------------------------- 1. Click **Sales** on the navigation bar 2. Click the **Add Sale** |Add_Sale.png| button - Search by Item SKU. Description, or Code - Search by Catergory - Search by Alternate Name - **Apply Filters** button to search for items - **Reset Filters** button to remove all Filters - Click the green plus button to add an item to the Catergory - Click the red minus button to remove an item from the cart - Click the **Create Sale** |Create_Sale.png| button to create the transaction |Create_Sale_Order.png| 4. Once on the Sale edit page, users can: - Change Date Target - Select a customer (must be previously created in the manage tab) - Select a Customer Type - Enter Markup% - Select Payment Terms - Upload a file - Enter Quantity sold - Enter Discount amount in dollars - Select the VAT or No VAT option - **Update** to save the sale transaction - **Cancel** to cancel the sale transaction - **Mark for Delivery** to change the status from Open - **Process** to complete the transaction - **Actions** button to Copy Items to Sales cart - **Sale List** to return to the list page |Edit_Sale.png|