Help Center
Official websiteTalk to us
  • Shopkeeper Help Center: Your Guide to Success
  • Activate Business (Select a plan)
  • Getting Started
    • Creating Your Shopkeeper Account
    • Setting Up Your Business Profile (Business Details and Location)
    • Setting up Bigmerchant Shopkeeper Apps
  • Product Management
    • Adding New Products (Name, Description, Images, Price, Categories, Variants)
    • Editing Existing Products
    • Deleting Products
    • Managing Product Stock Levels
  • Inventory Management
    • Generating Inventory Reports
    • Setting Low Stock Alerts
    • Tracking Inventory Levels in Real-Time
  • Sales and Customers
    • Searching and Viewing Customer Information
    • Creating Customer Profiles
    • Recording Sales Transactions (Adding Items, Quantities, Discounts)
    • Cancelling Sales
    • Refunding Sales
  • Manage business preferences
    • Manage members
    • Manage locations
  • Reports and Analytics
    • Understanding Sales Performance Data
    • Generating Inventory Reports (Stock Levels, Value)
  • Troubleshooting
    • Contacting Support
    • Error Messages and Troubleshooting Steps
    • Common Issues and Solutions (e.g., Login Problems, Syncing Errors)
  • Additional Resources
    • Glossary of Terms
    • Bigmerchant Blog Articles and Tutorials
    • FAQs (Frequently Asked Questions)
  • Advanced Features
    • Using Barcode Scanners with Bigmerchant Shopkeeper
    • Integrating Bigmerchant with Payment Gateways
    • Managing User Permissions
    • Offline Functionality
  • Security
    • Bigmerchant's Security Measures
    • Data Privacy and Security Practices
    • Keeping Your Bigmerchant Account Secure
  • Other
    • Subscription plans
    • Contact
Powered by GitBook
On this page
  • Getting Started
  • Adding Items
  • Selecting Customer
  • Discounts
  1. Sales and Customers

Recording Sales Transactions (Adding Items, Quantities, Discounts)

PreviousCreating Customer ProfilesNextCancelling Sales

Last updated 1 year ago

This feature facilitates the process of capturing and documenting sales transactions within the system. Users can input details such as the items sold, quantities purchased, and any applicable discounts. By recording sales transactions, businesses can maintain accurate records of all sales activities, including the products sold and revenue generated. Users can add items to a sales transaction, specifying quantities and applying any applicable discounts or promotions. This feature facilitates accurate recording of sales activities, allowing businesses to maintain comprehensive records of transactions.

Getting Started

First, Click on the Record sales Button which is located on the navbar as shown below.

After that you'll be redirected to a page like so.

Adding Items

Simply click on an item or items from the list of products(s) by the left side of the page below, you wish to record.

On the left hand side of the page, you'll see the details of the list of items you selected. with other buttons for various operations which includes:

  • Delete (Red button): This button is used to remove the existing item on the purchase list.

  • Editing Button: If you desire to raise the quantity of the chosen product, this button is at your disposal.

Selecting Customer

The customer input is set to General customer by default. But if you wish to select a specific customer that has a profile already in the system, Click on the input field and select the customer.

Discounts

Discounts allows users to apply discounts to individual items or entire transactions during the sales process.

How to include discounts

Click on the radio button with the label Give discount!

After doing that, a drop down will be shown

After inputting the desired percentage, click on the button Record Transaction to save.

figure 1.1
figure 1.1 Record sales
figure 2.1 Select
figure 3.1
figure 3.2
figure 1.5
figure 1.6