How to create a new sale?

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Transcription

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 go to new sale, this way it will be opened so that we can make the sale or we can also go to the cart again sale and exactly the same thing will appear. Here we can choose the client, if we have it scheduled and for example, we are going to enter a client, in the case of debtor 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 add products, for example, here the system is going to add, for example, I have it configured to add 21% to the products, I can do it from here modify before making the sale and I 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 have a 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 add products, for example, suppose that this product is within that package, what I am going to 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 because when we print the invoice, only the name of the package will appear and not all the products 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 can do it by adding packages. Well, then we add the payment method. In the event that the client 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 case pays us the total but pays us with 450, we enter how much the client pays us and the system tells us how much we have to give back. We are the same as in the case that the client pays us partially and we can add notes.

Once we finish, we generate the sale and there we see the sign that the client does not pay the total and the rest will remain as the client's debt. Then we can send the invoice to the client by email and we can also add payments in case it is made with other payments. In the event that we have active 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.