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Sales

The Sales tab is used to input records of sales made or orders taken during a visit to a customer’s outlet.

Using the Sales Tab

  1. Tap the sales tile
  2. Tap the “ADD A SALE” button at the bottom of the screen
  3. Select an option from the sales options available, which are “Invoice”(Ready stock) or “Orders“(Pre-selling).
    • Ready stock is the category of sales you make at the outlet where you supply your customer with products and they pay you instantly.
    • Pre-selling is the category of sales where your customer places orders for products and they do not pay instantly.
  4. Once you have selected the sales option, you will be led to a page that displays the product(s) you have been assigned to sell.
  5. Tap on any product to input the number of cases or units sold, and discounts applicable, if any.
  6. Tap the tick icon at the top right of the screen to save.
  7. Tap the the tick icon at the top right of the select category page to return to the sales page
  8. Tap the the tick icon at the top right of the sales page to return to exit the page

Note

  1. The total is automatically calculated once this is saved which you can see in your Sales tab. The total amount of sales made will then be recorded in the Invoice tab.Click the tick icon to return to the actions menu.