Overview
Information on setting up and using the Quick Sale module.
Quick Sale Setup Video
If you are unable to view the above video, please click HERE
Quick Sale Setup Steps
- Create a Cash Sale Customer (include the Market Sector and Source if required for orders)
- Assign in Admin> Defaults> Accounting
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Confirm the Barcode Printer is installed (if using) see manufacturer installation instructions (Not Pacific Solutions)
- Navigate to either the Product Catalog or the Inventory area to create the barcodes.
- Verify (if using) the Barcode Scanner is installed.
Using Quick Sale Video
If you are unable to view the above video, please click HERE
Using Quick Sale Steps
Navigate to Either Customer/Contact or Quick Sale Button
- Either scan a barcode or manually enter the number of items being sold
- Confirm pricing
- Process Payment
- Print the receipt for customer
- If needed, first resolve any delivery issues, then complete the process of Delivery and Invoicing.
Training-v2220231116RB-KB