You can sell your products in two ways: on the “Sales” page and on the “Inventory > Stock” page. You can sell services only on the “Sales” page.

Note: you should activate the needed user right in the employee role to let your employees sell services.

Remember: you need to fill the inventory with your products to sell products from inventory. To do that, post your products on the “Inventory > Postings page.

Selling products and services on the “Sales” page

Step 1. Navigate to the “Sales” page and hit the “+ Sale” button.

Step 2. Enter the needed information in the opened window. Here are the fields Orderry will ask you to fill:

  • Client. This field is optional. Select the existing client from the list or create a new one;
  • Warehouse. Select the warehouse if you want to sell products from a specific warehouse. If you leave the warehouse field empty, the Orderry will automatically select the warehouse the product has been initially posted to;
  • Category. Enter the product category to narrow down the list of products when searching;
  • Price. Enter the price type. You can configure those on the “Settings > Prices and discounts page.
  • Service or product title. Start typing the product or service name, vendor code, barcode, or a serial number, and the system will show you a list of found items. When choosing a specific warehouse and/or category, click on the arrow on the right and the system will show you a list of items that match the specified warehouse and product category.

Step 3. Click the needed item. The system will then open a window to enter the product or service quantity, change the price or warranty, or configure the discount. Perform the needed changes and hit the “Save” button.

You can edit, remove, or comment on the added table item if needed.

Step 4. Enter the total discount for all sale items. Hit the “Total discount” button to enter the needed value. Hit the “Save” button.

You can see the “Estimated profit” while you adding services and products to the sale. Using this, you can adjust the size of the discount for the client to avoid the negative profit on the sale.

Estimated profit” is calculated according to the formula: Sale total — Total cost of work and spare parts.

Note, that the estimated profit does not take in the account possible employee’s salary.

The display of estimated profit is regulated by the right “Can see estimated profit” in the settings for the role of employees.

Step 5. Fill the “Description” field (if needed) and hit the “Sell” button.

Step 6. Enter the name of the employee that received the cashbox payment.

Remember: Orderry creates the “For sale” payroll item for the employee that created the sale, not the one that accepted the payment.

Step 7. Edit the comment (if needed) and select the printed document.

Step 8. Hit the “Send to cashbox” button.

Congrats, you've successfully processed a sale and can see it now on the “Sales page.

Selling products on the “Inventory > Stock” page

Step 1. Navigate to the “Inventory > Stockpage.

Step 2. Select the needed products by checking their checkboxes.

Step 3. Hit the “More actions” button on the bottom of the section and then select the “Sell” option.

Step 4. Enter the product quantity in the opened sale window. You can add, remove, or change the product price. After that, hit the “Sell” button.

Step 5. Enter the employee that accepted the payment to the cashbox.

Remember: Orderry creates a “For sale” payroll item for the employee that created the sale, not the one that accepted the payment.

Step 6. Edit the comment (if needed) and select the printed document.

Step 7. Hit the “Send to cashbox” button.

Congrats, you've successfully processed a sale and can see it now on the “Sales page.

You can perform the client return for a sale or remove the sale.

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