Selling Items

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.

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.

A standard "80x80" till receipt printer is required to print receipts.

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.

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).