Skip to end of banner
Go to start of banner

Entering sales

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

Use the Sales Entry function to process sales of stock items to customers of your organisation and handle the common exceptions.
Sales can be either:

  • cash sales or debtor sales to community members including:
  • students
  • future students
  • parents
  • debtors
  • staff.
  • "own use" sales to internal departments whose charges are allocated to a general ledger account
  • cash sales to non-community members
  • cash sales without knowledge of who the customer is.

Common stock items include books and uniforms. When stock is sold, the quantity of each item sold is automatically reduced from the stock on hand. See Managing stock.

General ledger transfers

Stock items can be transferred internally to departments in your organisation. This is done using a general ledger sale. The staff member responsible for receiving the stock item is nominated when processing the sale.

How to:

What you can do:

What you can do…

See…

You can:

  • select a customer
  • search for a previous sale
  • search for a sale on hold
  • open the cash draw
  • reprint a docket.

Using the New Sale window

You can:

  • select stock items for sale
  • search for a customer
  • process a regular sale
  • apply discounts to individual items
  • edit a previous sale
  • place a sale on hold
  • resume a held sale
  • process a customer return
  • handle invalid payments
  • perform a price enquiry
  • process a general ledger or "own use" sale.

Using the Sales Entry window

At the conclusion of the sales process:

  • apply discounts off the entire invoice amount
  • accept cash, cheque or credit card payments
  • find and allocate charges to the debtor
  • find and allocate charges to the general ledger, which are transferred internally to another department.

Selecting payment methods

  • No labels