How to create a sale

Step 1.

Go to Sales and purchases, and click New sale, or click New sale in the Sales screen.

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Step 2.

Select the Customer by typing in a few characters, or by using the search function. If you are entering a sale for a new Customer, then first navigate to the Customers section using the plus icon. Here, you can Quick Add a customer.

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Step 3.

Select the Customer Contact if desired. Also override the Sale Number, Location, and Delivery Address if needed.

In the More Settings section, you can also add a description (for internal use), and an invoice note, and customer reference. You can also override the Currency and Customer's default pricing level, if you have enabled pricing levelsfor your organisation, and the sale date.

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Step 4.

When entering Material items, after you type the first few letters of an item, a set of choices for items containing those letters is displayed.

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Step 5.

Click the search icon, you can instead bring up a dialog to display a filtered set of material items, and select from the list. The icon will open a pop-up box that allows you to Quick Add a material item for the sale.

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Step 6.

The Unit Price used for the item is calculated based on the Pricing Level as it applies to the Customer, combined with the Quantity Break defined for the item (if any) in the material items screen.

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Step 7.

To add a new line item, click New item. As you build up the sale items, the Total Margin for the sale is shown at the bottom of the screen. Selecting show breakdown displays the line item breakdown next to each line of the sale form. When you add an item the Average Unit Cost is used at the Cost Price when calculating the margin, displayed at the bottom of the screen.

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Step 8.

When you have finished, you can then perform one of the following actions:

• Save as draft: You can later modify (or cancel) the sale before invoicing.
• Save as quote: If the Customer accepts the quote, then the sale can be invoiced.
• Save as order: This can be used for indent orders, back orders or as a sales order that may need to be approved or converted to a sale later.
• Save and invoice: If you have insufficient stock of all material items, you will have the option to either save the sale as a draft, or as On Order, which will be completed when all of the material items are available. If only certain material items have insufficient stock, you also have the option to Sell the available items and put the remaining items on backorder.

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Step 9.

You will also have the option to Discard the unavailable items, which will limit the sale to only the items which are available.

Once you perform one of these actions, the Sales List is displayed, including the sale you just entered.

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