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Palace Stock Tracker 3
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Icon  Selling Items

** Palace Stock Tracker 3 has been replaced by Palace Stock Tracker 4 **
Palace Stock Tracker 3 support ends on 31 December 2013


Contact us for upgrade deals.

Palace Stock Tracker 4 Home

Introduction

Selling items is similar to using a shopping cart on the Internet, items are added to the basket before selling the items (checkout).

The Sell/Discard Stock area contains a list of the items currently in the basket.

Step 1 - Add Item(s) to Basket

  • Open the Stock Manager and press List Items (or use the filters or search item number to find the items required).
  • Highlight and item in the list (or Ctrl+click to select multiple items).
  • Press the Add Selected Items to Sell List toolbar button.

Tip Item numbers can also be added directly using the Add Item by Number toolbar button in the Sell/Discard Stock area.

Step 2 - Sell Items in the Basket

  • Enter the Sell/Discard Stock area.
  • Check that the desired items are in the Sell/Discard List.
  • Click the Sell Items Now toolbar button.

Step 3 - Create Invoice

  • Add an invoice address by pressing the Change button in the Invoice Address box.
  • To copy the Invoice Address to the Customer Address press the right arrow button between the address boxes.
  • If any of the items are not priced or require discounting highlight each affected line in the list and press Edit (or double click the line) to amend the details.
  • Once all of the invoice's information is correct press the Save button.

Step 4 - Print Invoice and/or Till Receipt

  • Tick or untick the boxes to print either an invoice and/or a till receipt.

Note A standard "80x80" till receipt printer is required to print receipts.
Tip Which of these boxes are ticked by default can be set in the Client Options.

Step 5 - Book Delivery

After creating the invoice a delivery drop can be booked.

  • If a delivery is not required check the Delivery not required box and press OK.
  • To arrange delivery select the Arrange Delivery Drop box and press OK.

Check that the Date, Time Slot and Van are all correct and press Save to complete the sale.

Note If a future delivery or collection is going to or near the delivery address the software may produce a list of recommendations (just like when adding collection items).


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