Making Store Sales Transaction

 

Registering a sale transaction in the Store is easy and based on the web check-out model.  This means a user selects the store item to buy, change the quantity to buy, checks out then provides payment for the goods or services.

 

How to register a sales transaction

 

Stage 1 - Selecting Items and Customer

1. Open the Store object.  

 

 

2. Find the store item you want to sell

 

 

3. Double click on the store item to add into the shopping cart.  Each double-click increases the quantity purchased by

4. If the quantity purchased is large, then you can click on the quantity numerical value in the left side of the Store and override with a new numerical value.

 

 

5. Similarly, to add a discount onto a store item, then click on the left side under the "Disct." column, a drop down menu will appear to select the pre-set discount item that will apply to the selected store item.

6. Repeat step 2 to 4 until done selecting the items to sell.

7. Search for the customer who will be buying.  This is done on the bottom left area in the "customer" field.  Enter the name, phone number or email address of the customer and hit Enter.  A list of matching customers will be listed and one can then be selected.  Select the one you want.

8. Right-click the sales item on the left side and select Delete if you erroneously chose the item.  

9. Click on the Checkout button located on the bottom left to go to the payment screen.

 

Stage 2 - Payment Term and Method

 

Note:  The Store can process transactions for $0.00 dollars.  It will still keep a record of the transaction.

 

 

10. Choose the Pay Now or Pay Later tab

11. Choose the payment method and amount.  Repeat if each payment is partial until the Balance is $0.00.

12. If Pay Later, then also select the Payment Pattern and Payment date.

13. Click on Complete to finalize the sales transaction.

 

Note:  The Till button can be used to open the cash drawer manually, if required.

 

Multi-Location Organizations and Items

If your organization has more than one Location, the location has to be specified for each item.  By default it is usually the same as the primary location of the user who is entering the item.

 

Users with more than one profile can select and filter which locations they want to see, so a user with profiles in locations A and B could choose to see all items from A and B together, or just items from A or just items from B.