Using the Mobile application you can add sales in two different ways.

To create an order using the Sales Module, you need to follow the steps below:

  1. In the Menu on the left side click on Sales.

  2. Click on "+" in the top right corner.

  3. Fill in the Sale's date and the customer's information.

  4. Add the sold product to the Sale.

  5. If you are going to make a discount on the Sale's total amount specify it in the bottom of the page.

  6. Click on Save in the bottom right.

To create an order during the customer visit, you must follow the steps below:

  1. Start the customer's visit.

  2. Click on "Related Sales"

  3. Click on the "+" button in the top right corner.

  4. Fill in the Sale's Date and Sale's Status.

  5. Add the sold product to the Sale by clicking on Add New Product.

  6. If you are going to make a discount on the Sale's total amount specify it in the bottom of the page.

  7. Click on Finish your visit.

Using the Web application you can add sales in two different ways.

To add sales using the Sales module:

  1. In the Menu on the left side click on Sales.

  2. Click on "+New Sale" in the top right corner.

  3. Fill in the Sale's date and the customer's information.

  4. Add the sold product to the Sale.

  5. If you are going to make a discount on the Sale's total amount specify it in the bottom of the page.

  6. Click on Save in the bottom right.

To add sales by going to the customer's card:

  1. In the Menu on the left side click on Customers.

  2. Select the customer for whom you will enter sales information.

  3. Scroll down to the Sales section in the customer's card and click on Add Sale.

  4. Add the sold product to the Sale.

  5. If you are going to make a discount on the Sale's total amount specify it in the bottom of the page.

  6. Click on Save in the bottom right.


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