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.
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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