Guide to Add Sales in G SHOP POS
The Add Sale feature allows you to record and manage sales transactions.
Step 1: Add Sales
To access the Add Sales section go to the Sell menu on the left-hand sidebar. Click on Add Sales from the dropdown options.
Step 2: Steps to Add a Sale
- Business Location & Customer:
Confirm the business location and select a customer (default: Walk-In Customer).
- Invoice Details:
- Set the sale date (default: current date).
- Choose sale status and invoice scheme.
- Leave Invoice No. blank to auto-generate or add a custom number.
- Attach Document:
Upload supporting files (Max: 5MB; Formats: .pdf, .csv, .zip, .doc, .docx, .jpeg, .jpg, .png).
- Products:
- Add products using the search bar.
- Specify quantity, unit price, and discounts.
- Review totals (items, discount, tax).
- Shipping Details:
Add shipping address, charges, status, and delivery person (if applicable).
- Payment:
- Enter payment amount, date, and method (e.g., Cash).
- Review balance and change return.
Step 3: Save Changes
Please ensure you click the "Save" button to save your updates and finalize the process, or "Save and Print" to save and print receipts.
