Sale

A Sales document refers to a record of transactions where goods or services are sold to customers. This can include invoices, receipts, and sales orders. It’s a vital part of business operations, providing evidence of revenue generation and helping track customer purchases.

To access the Sales, go to: > Home > Application > Point Of Sale > Operations > Sale

How can I get Benefit ?

• Revenue Tracking : Helps businesses track their income and monitor how much revenue is being generated from customer sales.
• Tax Compliance : Sales documents provide the necessary information for calculating taxes, such as sales tax or VAT, ensuring compliance with tax regulations.
• Inventory Management : By recording each sale, businesses can track the movement of goods and adjust inventory levels accordingly.
• Customer Relationship Management : Sales records help businesses maintain a clear history of customer transactions, which can be useful for customer service, returns, and follow-ups.
• Financial Planning : Accurate sales records help businesses forecast future sales trends, aiding in budget planning and cash flow management.

Properties

Primary Properties

Property	Description
SM	Enter the salesman's code
Scan tag	You can scan the barcode here
Bill No	Bill No will generate default
Date	Date will generate according to current date
Location	Location will generate default
User	User name will generate default
SM Name	Salesman name will generate according to SM code
Mobile Number	Enter the Mobile Number for Walk-In Customer
Customer Name	Enter the Customer Name for Walk-In Customer
Customer code	Enter the customer code or mobile number for existing customers
Applicable Promotions	By Clicking we can see the List of promotions which are currently active
Discount%	You can enter the percentage value to reduce the price
Amount	You can enter the amount to reduce the price
Other Charges	You can enter details for any additional charges
Voucher Number	Enter the voucher number to apply the discount or offer

Point of Sale features

You likely have sections for Items, Options, and Queue to organize and manage transactions. Here’s how you can define and describe these sections.

Items

This section displays the products or services available for sale. You can add or search for items here to include them in the customer’s purchase. Each item typically includes a name, price, description,stock quantity etc.

• Clicking on the Items section, displays a list of all products.
• When you click on a category, such as "Biscuits," it will display a list of products related to that category.
• Products contain information such as the EAN code/unique barcode, product name, MRP, sale price, etc

Adding a Product to the Cart

• Enter the SM(SalesMan) code in the SM Field.

tip

In the SM Field( placed at the top of the Sale Page) if we press the F2 button, a list of salesmen will be displayed.

• You can either scan the EAN code/unique barcode in the Scan tag Field or click on the products in the item section to select a product.

tip

In the Scan tag Field( placed at the top of the Sale Page) if we press the F2 button, a list of products will be displayed.

• The selected/scanned products will be displayed as a list.
• Users can double click on an products in the list to edit its quantity by directly entering number or clicking on + or – buttons.
• Users can apply discount to non-promotional products in the discount field.
• Click on save symbol to save the changes.
• Click the Delete button to remove the selected product from the list.

Options

This section allows you to capture customer details, apply discounts and promotions, and process voucher codes.

Add Customer details

• Go to Options section.
• Select the customer details tab.
• Enter the customer Mobile number and name for walk-in customer.
• For existing customer enter the customer mobile number.
• If we want to add a new customer click on + button.

• Click on this Customer link to learn how to add a new customer.

Apply Discounts and Promotions

• Go to Options section.
• Click on Applicable Promotions link to see the List of promotions which are currently active.
• Enter the percentage value to apply the discount to the overall bill.
• Enter the discount amount to apply the discount to the overall bill.
• Enter details for any additional charges in the Other charges area.
• Click on this Promotions link to learn more about the promotions.

Voucher Details

• Go to Options section.
• Enter the voucher number to apply the discount or offer.

Queue

This section is where transactions or orders are processed and queued before being finalized. It often includes items that have been added to the cart, along with any pending actions (such as payment, discounts, or other adjustments).

• Go to Queue section.
• Click on Add to Queue button to add the selected items to the queue.
• To retrive the items in the queue click on load button.
• If we want remove the queue click on delete button.

warning

If you close the Sales screen, the list saved in the Queue section will be removed.

Proceed to Pay

• Before proceed to pay, you can review and adjust the items, apply any discounts or promotions, gross amount and Total amount etc.

• By clicking on the Discount link, you can view the overall promotions, discounts applied to the items.
• Click on the Proceed to Pay button to complete the transaction.

See Also

• Promotions