Sales helps you efficiently manage all customer transactions within your system. From creating and editing sales to handling cancellations and adding custom details, this section gives you full control over your sales process.
Create a Sale
Sales feature lets you process customer purchases. To create a sale follow the steps below:
From Dashboard, click the Sales tab.
To add a sale add the following details below.
Complete the four main sections:Item Queue.
Add the products or services the customer is purchasing.Customer Information.
Enter customer details. If you’re using a loyalty program, make sure to attach the customer before applying discounts.Price Section.
Apply manual discounts or adjust taxes if necessary.Payment Selection.
Record how the customer is paying. You can use a single payment method or split between multiple methods.
When everything is correct, click Complete Sale.
Note: If your location has multiple registers, select the correct register.
Edit a Sale
You can edit both recent and older sales if changes are needed after a transaction is completed by following the steps below:
From Dashboard, click the Sales tab.
On the Sales screen, click the three-dots in the Customer Information section.
Select Show Last Sale Receipt for a recent sale, or Lookup Receipt for an older one.Click Edit in the top left corner.
Confirm the warning message that the current sale will be replaced.
Make the necessary changes.
Click Complete Sale again to save your edits.
Cancel or Delete a Sale
You can remove a sale from your records at any stage to keep your inventory and reports accurate.
Both options ensure your records and inventory remain accurate:
Cancel a Sale.
Used before the sale is completed.Delete (Void) a Sale.
Used after the sale has been completed.
Cancel a Sale Before Completion
If you’ve started a sale but need to stop the transaction before it’s finalized, you can cancel it. This removes the sale from your queue without affecting your inventory by following the step below:
From Dashboard, click the Sales tab.
Add items to the Sale.
Click Cancel Sale above the Customer Information section.
The sale will be removed, and all items will remain in your inventory.
When prompted for confirmation, click OK to proceed.
Delete (Void) a Completed Sale
If a sale was already completed by mistake or needs to be reversed, you can delete (void) it. Follow the steps below:
From Dashboard, click the Sales tab.
Click the three-dots button. Select Lookup Receipt if you’re going to edit or delete (void) a sale.
After selecting Lookup Receipt, enter the Sale ID.
On the edit screen, click Void/Delete above the Customer Information section.
When prompted for confirmation, click OK to proceed. The sale will be removed from your records.
Note:
Use Show Last Sale Receipt for the most recent sale, or
Use Lookup Receipt for an older sale.
Deleted sales automatically update and correct any related inventory adjustments.
Sales Custom Fields
Custom fields let you record extra details for each sale. They appear across Sales, Returns, and Estimates, and are optional unless marked as required. You can create up to 10 custom fields per store. Follow the steps below:
From Dashboard, click the Sales tab.
Click the three-dots in the top-right corner.
Select Custom Field Configuration.Enter a label for the field. This label appears on the sales record.
Select the type of field from the dropdown list.
For details, see the Field Type Index below.You can choose on how you display the receipts. Display Options:
Show on Receipt.
Check this box to include the field and its value on printed receipts.Hide Field Label.
Hides the field name on the receipt but still displays its value dropdown selection or image.Required.
To make a field mandatory for all new and existing records, check the Required box.
Click Save in the bottom-right corner to create the field.
Field Type Index
Fields can be edited anytime, update the information and click Save again.
Field Type:
Text.
Freeform notes or general information.Dropdown.
Selectable options. Enter values below and click Add New Value to populate the dropdown. Multiple options can be added.Checkbox.
For yes/no questions.E-Mail.
Adds an additional email address field.Website.
Allows entry of a website URL for a business.Phone Number.
Adds an additional phone number field.Date.
Attach a date to the sale record.Image.
Upload an image file.File.
Upload a file like image, PDF, or other formats.