Selling is one of the main activities of every business. Selling is a transaction where the products or service is being exchanged for money. At its essence, selling is handling something (products or services) in exchange for money or other valuable items.

You can follow the steps below to create a transaction using the Sell menu on DealPOS :

Step 1. Input the Product(s) into the cart using manual add, barcode scanner, or click on your quick-key

Input Products

On the product search bar, you can manually search the product using the product name, variant name, or Variant code.

Step 2. Input the customer name in the customer form

Input Customer

On the customer input form, if the customer's contact has been saved in the Contact menu, you have to click on the drop-down list and choose the customers.

You can also create new customer contact by clicking the (+) button on the right side. This button will only appear if your user's group has been given the access to create new customer contact. To give access to the user's group to be able to create new customers, you can read this article : User Role Description

Step 3. Add Discounts

When doing sales transactions, you can use 2 types of discounts. These are percentages discounts and amounts discounts. You can add the discounts for each product or discounts per invoice

Discount per Invoice:

Discount per invoice

To add the discount per invoice, you can click on the discount button

Discount Per Invoices

Discount for each product :

Discount for each product

To add the discount on each product, you can select a product to be discounted by clicking on the product's name in the cart.

You can choose the type of discount either with percentage and/or amount for each product based on your need.

Step 4. Use Loyalty Point

Loyalty Point

Loyalty Point

When doing sales transactions, you can use Loyalty Point which comes from the accumulated points on the customer contact to make a discount. To see more detailed information about Loyalty Point, you can read this article : Member Point (Loyalty Program)

Step 5. Input the Invoice Note

Invoice Note

Invoice Note

An invoice note is an optional requirement when creating sales transactions. It will help you to make a note like when there's additional information from that sales transaction that you want to insert into the invoice. To create invoice notes you can click on the Notes button.

Step 6. Pay the Sales Transaction

Pay

Pay

When trying to input the payment for the sales transaction, you can choose the payment Now, or Later.


How to Sell Tutorial Video


You might like to read these related articles below:

  • If you want to create a sales transaction in which the payment is later, you can read this article : Create Sell with Payment Later

  • If you have multiple products that you want to be sold at once, you can upload multiple products data into the selling cart by using CSV file. To upload multiple products on sell, you can read this article : Upload Multiple Products using Excel/CSV when Selling (create invoice)

  • When doing sales transactions, you can still make transactions when your connection is suddenly disconnected. To make offline transactions, you can read this article : Offline Mode Features on the Website Version

  • If your customers want to return the products that they already bought, you can make a return sales transaction. To make return sales transactions, you can read this article : Sales Return


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