Recording Sales Transactions (Adding Items, Quantities, Discounts)
Last updated
Last updated
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.
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.
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.
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 allows users to apply discounts to individual items or entire transactions during the sales process.
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.