Making A Sale

Home > Sales > Create Order

Creating an order from the Sales tab is the same thing as 'making a sale'

  • In the Create Order section, you will be able to create a new order from a default Group of products list already uploaded and also those that you scanned.
  • To complete a sale transaction, there are other functionalities that facilitates this: 1. Void 2. Park 3. Layaway 4. Discount 5. Free 6. Notes 7. Pay 8. Cash Out

 

How to void a sale

The Void functionality will enable to cancelled the selected sale transaction

Home > Sales > Create Order

To void a sale transaction

  1. On the already selected or an on going Sale transaction
  2. Click Void
  3. A pop up window will then appear where you can add your notes for later reference
  4. You can then Click 'Back' to Sale screen or 'Void' button to cancel the sale.

 

Park

The Park functionality will enable you Park the selected Sale transaction to be completed at a later date or time.

Home > Sales > Create Order

To Park a sale transaction

  1. On the already selected or on going Sale transaction
  2. Click on the void button
  3. A pop up window will then appear into which you can Search for a specific Customer and add your notes for later reference
  4. You can then Click 'Back' to go to the Sale screen
  5. Click the 'Park' button. 


Layaway

Layaway enables you to complete a sale an a later date. You may take a deposit for the layaway sale and select an agreed later date when the customer will take delivery of the products and make the outstanding payment.

Home > Sales > Create Order

To Layaway a Sale transaction

  1. On the already selected or on going Sale transaction
  2. Click on the Layaway button
  3. A pop up window will then appear into which you can Search for a specific Customer whose sale transaction is to be Layaway and add your notes for later reference
  4. Enter the Amount Tendered
  5. Select the Save until Date
  6. Click the Layaway

 

Discount

The Discount functionality will enable you apply either an absolute amount or a percentage rate to a sale transaction

Home > Sales > Create Order

To apply a Discount to a Sale transaction

  1. On the already selected or on going Sale transaction
  2. Click on the Discount button
  3. A pop up window will appear that allows you select either the absolute or the % rate
  4. Based on the selected option above, fill in the Amount box
  5. You can then select Back to Sale or Apply button

 

Free

The Free functionality will enable you complete the sales transaction without having collected payment for it.

Home > Sales > Create Order

To complete a Sale transaction with the free button

  1. On the already selected or on going Sale transaction
  2. Click on the Free button
  3. A pop up window will appear that allows you search for a customer, adds Note for later references.
  4. You can then select Back to Sale or Free button


Notes

The Notes functionality will enable you add general useful notes for later reference

Home > Sales > Create Order

To use the Notes functionality

  1. On the already selected or on going Sale transaction
  2. Click Notes
  3. A pop up window will appear that allows you add the necessary Notes for later reference.
  4. Click Submit A Note


Pay

The Pay functionality will enable the completion of sale transaction through payment in the following methods:

  • Cash
  • Credit Card
  • Voucher
  • Authorised.Net
  • PayPal

Home > Sales > Create Order

To use the Pay functionality

  1. On the already selected or on going Sale transaction
  2. Click Pay button
  3. A pop up window will appear that allows you select the appropriate payment method based on list above
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