How To Add Sales

Michael Nwuzor

Last Update a year ago

Follow these steps to record a new sales transaction in the system:

  1. Locate the Sales Menu
    From the main menu, click on “Sales.”

  2. Go to “Add Sales”
    Select the “Add Sales” option to open the sales entry form.

  3. Enter Sales Details:

    • Customer Phone Number: Select or enter the customer's phone number.

    • Sales Reference Number: This is auto-generated by the system.

    • Date Sold: Choose the date the sale occurred.

    • Payment Status: Select the payment status (Paid, Partially Paid, or Unpaid).

  4. Add Product Details:

    • Search Product or Scan Barcode: Use the product search field or scan the product barcode.

    • Quantity: Enter the number of units sold.

    • Price: This auto-populates based on the pre-set product price.

    • Total: Automatically calculated (Price × Quantity).

  5. Add More Items (Optional):

    • Click “Add New Row” to include additional products in the same sale.

  6. Process the Sale:

    • Once all items and details are filled, click “Process Sale” to complete the transaction.



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