Guide to List Purchases Return in G SHOP POS

The All Sales section provides a detailed view of all sales transactions, allowing you to track, filter, and manage sales efficiently.

How to Navigate to All Sales

To access the All Sales section go to the Sell menu on the left-hand sidebar. Click on All Sales from the dropdown options.

Filters

Use the filters at the top to narrow down the sales data:

• Business Location: Select the specific location for the sales.
• User: Filter by the user who recorded the sale.
• Customer: Search for sales associated with specific customers.
• Payment Status: Filter by payment status (e.g., Paid, Partial, Overdue).
• Shipping Status: Filter sales based on shipping progress.
• Date Range: Specify a time frame for the sales data.
• Payment Method: Filter by the method of payment used (e.g., Cash, Card).

List of Sales

The table displays detailed information about each sale:

• Action: Provides options to view, edit, or delete a sale.
• Date: The date and time when the sale was recorded.
• Invoice No.: A unique identifier for each transaction.
• Customer Name: The name of the customer.
• Contact Number: The customer's contact information.
• Location: The business location where the sale took place.
• Payment Status: Indicates the payment status (e.g., Paid, Partial, Overdue).
• Payment Method: The method used for payment (e.g., Cash).
• Total Amount: The total value of the sale.
• Total Paid: The amount already paid by the customer.
• Sell Due: The outstanding amount for the sale.
• Sell Return Due: Any amount due for returned items.
• Shipping Status: The status of the shipment (if applicable).
• Total Items: The total number of items in the sale.

Summary

At the bottom of the table, you’ll find:

• A summary of sales categorized by payment status (e.g., Paid, Overdue).
• The total sales amount, total paid amount, and total due amount for easy reference.

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

1. Business Location & Customer:
   Confirm the business location and select a customer (default: Walk-In Customer).
2. 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.
3. Attach Document:
   Upload supporting files (Max: 5MB; Formats: .pdf, .csv, .zip, .doc, .docx, .jpeg, .jpg, .png).
4. Products:
   • Add products using the search bar.
   • Specify quantity, unit price, and discounts.
   • Review totals (items, discount, tax).
5. Shipping Details:
   Add shipping address, charges, status, and delivery person (if applicable).
6. 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.