Sales & Sales Return

Make sure you have completed the basic setups before trying to create a sale / invoice.

Sales

The Invoice section allows you to create a new invoice.

• Select a customer by searching on the customer search bar, or create a new customer by pressing the + Add button.

• Add Products by clicking on them from the right section.

• Add Materials by clicking on the Add Materials In Invoice button.

• Pressing checkout brings a popup window where you can add payments and then save the invoice or print it.

Shortcuts

• CTRL + C => Focus on the customer search bar.

• CTRL + A => Brings up the customer create modal.

• CTRL + F => Search on the products tab.

• CTRL + M => Add Material.

• CTRL + D => Focus on discount.

• CTRL + S => Save Invoice.

Sales Return

Sales Return can be used in case of a return , or accidentally creating an invoice.

• Select a customer.

• Select the customer's invoice.

• Search for a product or type in @ in the search product bar to list all the products.

• Pick the products you want to refund to add it back to the stock.

• Select Cash Returned if the cash was also returned by the customer. This can also be done by viewing the sales return and clicking on cash returned button.

• Then click on submit.

Status Screen

• You can change the status of your orders using this section.

• Change status by dragging the order cards to each section.

• Use mark as delivered to hide the order from the status screen and mark the order as complete.