Entering sales

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 (on page ).

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:

• Search for a customer. See Searching for a customer (on page ).
• Process a regular sale. See Processing a regular sale (on page ).
• Edit a previous sale. See Editing a previous sale (on page ).
• Resume a sale previously put on hold. See Resuming a held sale (on page ).
• Process returned goods. See Processing customer returns (on page ).
• Handle invalid payments. See Handling invalid payments (on page ).
• Perform a price enquiry while processing a sale. See Performing a price enquiry (on page ).
• Process a general ledger or "own use" sale. See Processing a general ledger or "own use" sale (on page ).
• Create sale charges. See Closing off sales (on page ).
• Print off a daily sales report. See Key sales reports (on page ).

What you can do: