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How to sell items or consumables to a customer

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The written steps below already work. Come back to watch it.

How to sell items or consumables to a customer. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open New ticket, set Ticket type to Sale, choose the Job and press Load.
  2. Add the items. Only items marked Available for sale (or with a Sale price) can be on a sale ticket - otherwise you get "Sale tickets can only contain items that are for sale."
  3. Check the Unit price on each line (it starts at the item's sale price).
  4. Set the date and press Create ticket (numbered SAL-xxxxx).

Tip

Follow it through the normal steps. When it is completed the pieces leave Available stock and the customer is billed on the next invoice. A sale to a customer on credit hold is blocked like a delivery. You can also mix sale lines into a delivery by choosing Sale in the line type.