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
- Open New ticket, set Ticket type to Sale, choose the Job and press Load.
- 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."
- Check the Unit price on each line (it starts at the item's sale price).
- 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.