How to Create a Sale
Follow these steps to create a sale, ensuring all required details are set up for a smooth sales transaction.
Prerequisites
Complete these setup steps for efficient sales management:
Create Unit: Define units of measurement for your products.
Create Bank: Set up bank details to manage payments.
Create Product Category: Organize products into relevant categories.
Create Brand: Specify the product brand for accurate tracking.
Create Customer: Add customer details for tracking and managing sales.
Step-by-Step Guide to Creating a Sale
1. Select Product
Navigate: Go to the product search panel.
Select: Choose the product from the list that you wish to sell.
2. Input Sale Details
Quantity: Enter the quantity of the product to be sold, using the selected unit of measurement.
Adjustments: Make necessary adjustments with price, discounts, or other applicable details.
Note: Adjustments allow for additions or subtractions to the total; they are not just balancing figures.
3. Payment Process
Select Bank: Choose the bank account where the payment will be deposited.
Complete Payment: Follow the steps to complete the payment process.
4. Finalize the Sale
Options: After entering details and processing payment, you can:
Print the sales receipt for records.
View the sale summary.
Submit to finalize and save the sale record.
This organized guide to creating a sale helps you maintain accuracy and efficiency, enhancing the overall sales workflow within your inventory management system.