SALES¶
To Create a Sale¶
Click Sales on the navigation bar
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
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