Use Sales when a product is not rented but sold. A sale is permanently deducted from inventory and stays in a history with its ticket.
Before selling
A product only appears in a sale if you marked it as available for Sale and gave it a sale price (in the product form, in Products and inventory). If you track its inventory, it also needs stock.
Record a sale
A sale has two steps: Selection and Payment & Confirmation.
- Click New Sale (in Sales or in the quick actions of the sidebar). If you have several branches, choose which one the sale is for.
- Choose the customer. You can create a new one on the spot.
- Add the products. Search by name or SKU. Serialized products ask you to choose the specific unit and are sold one at a time. The cart shows the subtotal, tax and total.
- Click Continue to payment.
- Review the order details, apply a discount if needed, choose the payment method (cash, card, transfer or other) and add notes if you want.
- Turn on Print ticket on create if you want the ticket right away, and confirm with Complete Sale.
When it finishes you see the recorded sale with the total charged, and you can open it with View sale.
Review your sales
In Sales you see Sales today, Today total and Average ticket on top, and the history below. Search by sale number or customer, and filter by payment method.
Each sale has one of these statuses:
| Status | What it means |
|---|---|
| Completed | The sale was paid. |
| Cancelled | The sale was voided. |
| Refunded | The money was returned. |
Open a sale to see its products with quantity and unit price, the totals (subtotal, tax, discount and total), the payment method and status, the customer and the notes. From there you can Print the ticket.
Quote before selling
If the customer wants a proposal first, create a Sale quote and convert it once it is accepted. See Quotes.