We are going to see how to make a new sale, for that we are going to go to sales and stock, sales and we are going to goto new sale, this way it will be opened so that we can make the sale or we can also goto the cart again sale and exactly the same thing will appear. Here we can choose theclient, if we have it scheduled and for example, we are going to enter a client, in the case ofdebtor clients, the system will give us a warning that the client has debts.Then we can use special prices and add packages, which now we are going to see and addproducts, for example, here the system is going to add, for example, I have it configured toadd 21% to the products, I can do it from here modify before making the sale andI can also add it, modify it from here.Then, if I want to give a discount to the client, for example,we are going to put it in percentage and the system is going to show us how much the total sale is,in this case the total discount and the total taxes. Here too, if we havea QR added within the product, we can scan it from our cell phone. And to add packages,we're just going to put package, for example, surgery.
And what we are going to do when we addproducts, for example, suppose that this product is within that package, what I am goingto do is select the package and it is going to set the price. I am going to add other products,for example, another vaccine, I am going to put package 1 and it will be added to the total. This is becausewhen we print the invoice, only the name of the package will appear and not all theproducts inside.That is for, in the case, for example, of surgeries that we charge for disposables,anesthesia, all together and we do not want there to be details in the invoice, so we cando it by adding packages. Well, then we add the payment method. In the event that theclient pays the full total, we will leave this field blank.If the client, for example,in this case pays us 200, for example, we add the amount that the client pays us.And, for example, if we want to calculate return, suppose that the client in this casepays us the total but pays us with 450, we enter how much the client pays us and the systemtells us how much we have to give back. We are the same as in the case that the client pays uspartially and we can add notes.Once we finish, we generate the saleand there we see the sign that the client does not pay the total and the rest will remain asthe client's debt. Then we can send the invoice to the client by email and we can also add paymentsin case it is made with other payments. In the event that we haveactive electronic billing, we will validate the sale and if we want to print it, we can print it, for example,as an invoice, ticket, receipt.
And then if we want to edit the sale, we can do that too.
How to create a new sale? To make a new sale there are several ways, the first thing is to go to the section."Sales and Stock" located in the left sidebar, then click on section "Sales", once you must click on the button."New sale" in the upper right ...
Video Transcription Let's see how to add new products to the inventory. We are going to go to sales and stock, inventory and here we are going to go to new product. Here we are going to put the name of the product, the supplier, category, if we have ...
To create a new budget you must do it from: Sales and Stock Sales Budgets Here you will see the search box with the different filters and also the list of the generated quotes. To create a new one you must click on the " New quote " button Once ...
Video Transcription Let's see how to schedule a new appointment or reminder. Let's go to appointments and reminders, again. Here we are going to select the user, if we have active user selection from configuration and then we will be able to assign ...
Video Transcription Well now we are going to see how to create a new client, we are going to go to clients, list, search and new, here we are going to put their data such as name and surname, email, if we want them to receive reminders, there is, for ...