How to Process a Sale
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Initiate New Sales Order
Navigate to the "Sales Order" tab in the sidebar menu.
Click on the "New Sales Order" button to open the sales order interface.
Select Customer
Search for an existing customer or click "Add New" to create a new customer profile.
Verify customer details and check their order history if necessary.
Add Products
Click "Browse Product Catalog" to select items for the order.
If looking for inventory that was migrated from a previous system, be sure to add the "Discontinued" filter.
Add the item using the "+" button on the right-hand side.
For each item, specify whether it is from inventory or a special order.
Adjust quantities as needed; note that price adjustments will be made later.
Set Delivery Information
Choose a fulfillment method for all items (e.g., pickup, delivery, immediate fulfillment).
If different methods are required for specific items, select the option to customize fulfillment for those items.
Review and Confirm Order
Click on the "Review and Confirm" button to access the pricing page.
Make any necessary adjustments to pricing, apply discounts, and set product names if needed.
Ensure the quantity set on the previous page is correct, as it cannot be edited here.
Calculate Tax
Click the "Calculate Tax" button to apply the appropriate taxes to the order.
Do not skip this step as it is essential for accurate invoicing.
Assign Inventory
After confirming the order details, assign inventory to the order items as necessary.
Generate Invoice
Preview the invoice to ensure all details are correct.
Proceed to the payment section.
Process Payment
Select the payment method (e.g., cash, credit).
Complete the sale and generate the receipt.
Finalize and Exit
Save the order and exit to return to the sales order detail page.
Manage fulfillment of any items the customer took with them on the fulfillment tab of the Sales Order page.
Place any POs for Direct to Customer items.
Place other POs as appropriate.
Ensure all customer and product information is accurate before proceeding to the next steps.
Do not skip the tax calculation step, as it may lead to incorrect invoicing.
Double-check the fulfillment methods to avoid delivery issues.
Initiate New Sales Order
Navigate to the "Sales Order" tab in the sidebar menu.
Click on the "New Sales Order" button to open the sales order interface.
Select Customer
Search for an existing customer or click "Add New" to create a new customer profile.
Verify customer details and check their order history if necessary.
Add Products
Click "Browse Product Catalog" to select items for the order.
If looking for inventory that was migrated from a previous system, be sure to add the "Discontinued" filter.
Add the item using the "+" button on the right-hand side.
For each item, specify whether it is from inventory or a special order.
Adjust quantities as needed; note that price adjustments will be made later.
Set Delivery Information
Choose a fulfillment method for all items (e.g., pickup, delivery, immediate fulfillment).
If different methods are required for specific items, select the option to customize fulfillment for those items.
Review and Confirm Order
Click on the "Review and Confirm" button to access the pricing page.
Make any necessary adjustments to pricing, apply discounts, and set product names if needed.
Ensure the quantity set on the previous page is correct, as it cannot be edited here.
Calculate Tax
Click the "Calculate Tax" button to apply the appropriate taxes to the order.
Do not skip this step as it is essential for accurate invoicing.
Assign Inventory
After confirming the order details, assign inventory to the order items as necessary.
Generate Invoice
Preview the invoice to ensure all details are correct.
Proceed to the payment section.
Process Payment
Select the payment method (e.g., cash, credit).
Complete the sale and generate the receipt.
Finalize and Exit
Save the order and exit to return to the sales order detail page.
Manage fulfillment of any items the customer took with them on the fulfillment tab of the Sales Order page.
Place any POs for Direct to Customer items.
Place other POs as appropriate.
Cautionary Notes
Ensure all customer and product information is accurate before proceeding to the next steps.
Do not skip the tax calculation step, as it may lead to incorrect invoicing.
Double-check the fulfillment methods to avoid delivery issues.
Updated on: 05/04/2025
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