Cash SaleEnglishالعربيةfrançaisTagalogहिन्दी

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Overview

A Cash Sale is a transaction in ERP that combines an Invoice and a Payment in one form. The Customer may make the payment with Cash, Cheque, Credit Card, EFT, Voucher, BPay etc. Within the Cash Sale transaction the sale of items and the receipt of payment take place at the same time. All the products in a Cash Sale are shipped automatically, and the full payment is received at the time of purchase.

How To Create a New Cash Sale

· Select the 'Cash Sale' button displayed within the Sales Tab

· Select a 'Customer' from the drop-down list

You will notice that the Customer's Bill To address will flow through from the Customer's Card into the Cash Sale

The following fields in the Cash Sale form will be populated from the Customer's Card:

- Sold To (bill to address) - Department

NB: You can manually change any of the above fields if you wish (see FAQ in this section for more details)

· If necessary, change the Department using the drop-down list. The income earned with this Cash Sale will flow through to this Department. · If necessary, change the employee responsible to this Invoice using the 'Employee' drop-down list

· Select a Product using the 'Name' drop-down field.

When you select a product, its details populate from the Product Card.

· Select the unit type from the 'Unit' drop-down list. · Type in the quantity the customer is buying in the 'Qty' field.

· Press the down arrow in your keyboard ( ) to add more products to the Cash Sale · Choose a payment method from the 'Payment Method' drop-down box · Your Cash Sale is done. You can now save it by clicking on 'Save', print it by clicking on 'Print', or preview it before printing by clicking on 'Preview'.

Saved Cash Sales will be listed on the Invoice List. Cash Sales can also be created by converting a Quote to a Cash Sale and by converting a Sales Order to a Cash Sale.