Quick Sale is applicable if you're running a business wherein your focus is just selling items. This means there is no service, bookings, or work undertaken.
With quick sale, you can create a job and add the items your customer is requesting and also take those items from stock, print receipts, and generate invoices.
1. You can configure Quick Sale by going to Administration → Quick Sale.
2. Complete a few configurations under Settings area.
Cash Rounding Amount - you can select to have rounding or select no rounding at all.
Quick Sale Job Type - you can set up job types in Administration → Jobs and then be able to select those job types in this area. You might set up a job type called cash sale or quick sale.
Default Customer - you have the option put your invoices and jobs against a particular customer that you can create in Customers → New. This is not necessary an actual customer but rather, a customer that you create perhaps with your own details so you can track the information. If you want to record your actual purchasing customers, you can certainly add your customer when creating a Quick Sale.
Receipt Template - You can set up a particular invoice template for Quick Sale and you can do it in Administration → Document Templates.
Note: You also have the option to enable the setting to take Stock Immediately When an Invoice is Generated by ticking the corresponding box.
3. You can add Registers which represents the PC that will perform the sales and if you have multiple stores, you can create company names for each of the stores.
Adding of Company Names can be done in Administration → Company Details → Add Company.
Confirming Register
If you're doing Quick Sale for the first time, it will ask you to confirm Register. When you see the screen similar to the below image, simply select the Register and click Confirm.
Accessing your New Quick Sale
You can access your new Quick Sale by clicking the icon located above the Equipment icon as indicated below.
Managing a Quick Sale
When you access your quick sale, you have a few available tabs to initiate a task or complete a task.
Refer to the image below as an example wherein you have the option to Add Payment, Take Stock, Email Receipt or even Print Receipt.
You can also select your particular customer from the same screen and most importantly, you can add your supplies or materials and if you have your barcodes added to each of your supply items, you can click Add by Barcode to scan the items.
When you click Add by Barcode, the following screen appears and simply click Scan if you have a scanner connected to your computer. Otherwise, you can scan barcodes from the mobile app.
Note: To learn more about how barcodes work, please see Working with Barcodes user guide.
Generating Invoice
To generate an invoice, click Generate Invoice button which is located at the right side of the Quick Sale screen.
We've now completed the settings around Quick Sale and the important elements or components of Quick Sale.