Sales are transactions where you sell your products to customers.
Adding a New Sale
You can add a sale in three ways:
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Click the “Add” button to create a sale from scratch.
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Create a sale by copying an existing one. Open any sale and click “Copy.”
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On the Products page, select the desired products and click “Create sale” in the bottom pop-up menu.
To edit a sale, open it by clicking its number in the main list, then click the “Edit” button.
Sale Details
Date
Date placed
Date Placed and Date Shipped
If you've enabled the “Show shipped date for sales” option in settings, you'll see two date fields instead of one:
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Date placed
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Date shipped
This allows you to track when you received the order from the customer and when it was shipped. As you gather statistics, you'll be able to see the average processing time for each customer.
Number
The number will be assigned automatically, or you can specify it yourself.
Customer
Select a customer from the list of existing ones, or create a new one by clicking the “plus” icon on the right.
Fulfillment
Two options are available:
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From Inventory
In this case, products for the sale will be deducted from your inventory. This option is convenient when you maintain a stock of manufactured products. Production runs will replenish your product inventory, and sales will reduce stock levels.
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Made to Order
With this option, a dedicated production run will be created for the sale. Manufactured products won't be added to inventory but will be immediately allocated to this sale. This method is ideal for businesses that don't keep products in stock, but manufacture to order. You'll only need to create sales, and the production runs for these sales will be generated automatically.
For more details about fulfillment methods, read our article on make-to-stock and make-to-order processes.
Ordered Products
Specify the ordered products and their quantities.
Specifying product prices is optional. If you don't want to track revenue or profit margins for sales, you can leave prices blank.
Delivery and Discount
You can specify delivery costs and discount amounts if needed.
Notes
Use notes to record any information that might be useful to you.
Files
You can attach images and other files to a sale. This is convenient for storing invoices, packing slips, and other sale-related documents.