Selling is one of the main activities of every business. Selling is a transaction where products or services 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 sales transaction using the Sell menu on DealPOS:
Step 1. Go to Sell to Make Transaction
Input the Product(s) into the cart using manual add, barcode scanner, or click on your quick-key.
On the product search bar, you can manually search the product using the product name, variant name, or Variant code.
Step 2. Input Customer Name (Optional)
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 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 (Optional)
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/all products or discounts per invoice.
Discount per Invoice :
To add the discount per invoice, you can click on the discount button.
Discount for each/all products:
Click on the price of the product, then fill in the discount tab
For the discount amount per product scenario, in the image above we set the discount amount as 10.000, then if the quantity of the product is 2, the discount will be multiplied by 2 if you tick the *quantity button. As a result, the discount will be 20.000 for the product
If you untick the *quantity button, the discount will be set as the final discount for the total quantity of that product
Step 4. Use Loyalty Point to Pay Transaction (Optional)
For using the loyalty point, you can click on the loyalty button in the customer's name
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 Invoice Note (Optional)
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 Sales Transaction
When trying to input the payment for the sales transaction, you can choose the payment Now, or Later. You can also choose the payment method on the payment tab
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 product data into the selling cart by using a CSV file. To upload multiple products on sale, you can read this article : Upload Multiple Products using Excel/CSV when Selling (create an 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