Sales
Sales invoices, quotations, customer returns, price lists and the point of sale.
20 articles
Getting started
Sales invoices
Create a sales invoice
Issue an invoice to a customer. Saving it takes the goods out of stock and posts revenue, tax and cost of sales in one step.Find, view and print a sales invoice
Search the invoice list, open an invoice as a document, print it on A4 or A5, or save it as a PDF titled as an invoice or as a sales offer.Delete a sales invoice entered by mistake
Deleting a sales invoice reverses its accounting entries and returns the goods to stock. It is blocked once a return has been recorded against the invoice.Why a sales invoice will not save
The messages that stop a sales invoice or a POS sale from saving, what each one means, and how to fix it.
Quotations
Create and send a quotation
Prepare a priced offer for a customer with an expiry date, then print it or save it as a PDF from your browser. A quotation moves no stock and posts nothing.Turn an accepted quotation into a sales invoice
Convert a quotation into a sales invoice with its customer, lines and prices already filled in. Each quotation converts once, and stock and accounting move only at this point.
Customer returns
Record a customer return
Take goods back from a customer against the invoice they were sold on, line by line or the whole invoice. Stock goes back to the original warehouse and the customer's balance is credited.How a return affects the customer's balance, and how to refund
A customer return credits the customer's balance and never moves cash by itself. Review the return document, then pay the customer back as a separate step if needed.
Pricing and price lists
How prices and discounts are set on a sale
The price list sets the base price, the customer's price-list cascade can discount it or fix it, and the system checks the result again when you save.Create a price list and set item prices
Keep separate sale prices for retail, wholesale or key accounts. Create a price list, add items with their sale price, and edit or remove them later.Reprice a whole price list at once
Raise or cut prices by a percentage or an amount, or set one price, for all items, one category or one item. Preview the result before you apply it.Set one item's price on every price list
Pick an item and see its sale price on every price list side by side. Change any of them and save them together.Choose which price lists each user can sell from
A user only sees the price lists assigned to them on invoices, quotations and the POS. Assign lists to a user, or remove an assignment.Update price list prices from an Excel file
Prepare item prices in Excel and load them into one price list in a single upload. Rows that fail are listed so you can fix and re-upload just those.
Point of sale
Set up POS terminals and cashiers
Create a terminal for each till, choose the payment methods it accepts, and link each cashier to a terminal and a cash box so the register can take payment.Sell at the POS register
Ring up a counter sale with tiles, search or a barcode scanner, take payment, give change and print an 80 mm receipt. Every sale posts like a cash sales invoice.Hold sales and keep selling while offline
Put a basket on hold to serve the next customer, resume it later, and keep the till running when the internet drops. Offline sales post automatically when the connection returns.Review, reprint and void POS sales
See every sale made at your registers, filter by terminal and date, reprint a sale as a full invoice, and void a sale entered by mistake.
Sales analysis
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