New Sale
Create sales orders, quotes, returns, and scrap entries from one unified screen.
Screen layout
| Section | Purpose |
|---|---|
| Tabs | Sell / Quote-Scrap / Returns |
| Customer | Select existing or add new customer |
| Items | Add products/services, set quantities |
| Tax | Item-level or overall tax rate |
| Payments | Single or split (up to 3 methods) |
| Summary | Totals, discounts, balance |
Quick guide: Create a sale
1. Go to Sales → New
2. Add customer (or proceed as guest)
3. Select order location
4. Add items (search or scan barcode)
5. Apply discounts if needed
6. Take payment
7. Send receipt
Order types
| Tab | Purpose | Inventory impact |
|---|---|---|
| Sell | Standard sales | Decreases stock |
| Quote | Price estimate | No change |
| Scrap | Write off damaged stock | Decreases stock |
| Return | Process refunds | Increases stock |
Payment options
| Method | Description |
|---|---|
| Single payment | One method covers the total |
| Split payment | Up to 3 methods (cash + card, etc.) |
| Deposit | Partial payment; balance tracked |
Split payments
Enable "Split Payments" toggle, then add up to 3 payment lines with different methods.
Tax settings
| Option | When to use |
|---|---|
| Overall rate | Same tax applies to all items |
| Item-level tax | Different items have different tax rates |
Receipt delivery
| Method | How |
|---|---|
| Click Print button → opens print dialog | |
| Enter email → sends HTML invoice | |
| SMS | Enter phone → sends receipt link |
Troubleshooting
| Issue | Solution |
|---|---|
| Can't add products | Verify inventory exists (Inventory → Procurement) |
| Tax not calculating | Check tax profile in Settings |
| SMS not sending | Contact support to provision SMS number |
What's next
- View the order in Sales → List
- Schedule service work in Sales → Schedule
- Check sales performance in Reports