You can sell your products in three different ways: directly on the “Sales” page, from Lead profiles, and on the “Inventory > Stock” page.

Keep in mind that you can sell services only on the “Sales” page. To enable service sales for different roles and employees you need to turn on a corresponding user access permission first.

Note: To enable product sales from Inventory you need to put products in stock by creating new product postings on the “Inventory > Postings page.

Selling products and services on the “Sales” page

Step One. Navigate to the “Sales” page and press “+ Sale”.

Step Two. Get a dialog window and complete the following details:

Client. This field is optional. Select a Client profile from the list or create a new one.

Note: To enable filled-in suggestions and prevent potential duplicate issues when creating new Client profiles, you need to turn on a corresponding user access permission (“Can view the customers”).

If there is a Lead profile with a matching phone number found in the system, you will be suggested to create a connection with your current sale. Eventually, such leads are moved to the “Successful sale” status.

Ad campaign. This field is optional and can be used to track the efficiency of your marketing and advertising.

Warehouse. Select a warehouse to sell products from a specific warehouse. Leaving this field empty will still prompt a full list of available warehouses for you to write-off the product (in the case there are multiple warehouses with that product in stock)

Note: Product Sales can involve only one warehouse at a time. To sell products from multiple warehouses at once, you need to move products to a single warehouse.

Category. Enter a product category to narrow your search.

Price. Make a selection from the list of available prices. Set up different types of prices on the “Settings > Prices and discounts” page.

Work, service or product title. Start typing a title, SKU, code, barcode, or serial number to prompt a list with searching product suggestions. Upon choosing a warehouse and/or making a category selection, you may click a drop-down box to show a list of matching products.

Step Three. Click on the necessary product or service. Select the total quantity, change price or warranty, and set discount (optional). Press “Save”.

Note: When selecting the same product more than once (either manually, or using a barcode scanner instead), its total quantity on the table will be updated accordingly.

You can edit or remove products from this table, and add comments if needed.

Step Four. Add a total discount for sale. Press “Total discount”, enter the value, and save your progress.

Estimated profit is calculated in real-time, so that you can dynamically adjust the sum of discounts and prevent selling at a loss. Estimated profit calculation: Sale total amount — Total cost of work, and materials.

Note: Estimated profit does not include wages or any other sales compensations awarded to employees.

For company discounts, the sum of the discount is included in the estimated profit.

For percentage-based company discounts, the estimated profit calculation is as follows: Estimated profit * (100 — X), taking a discount percentage for X.

For discounts (such as personal discounts, not company discounts), estimated profit does not include the sum of the discount.

To display estimated profit calculation (or hide it from specific roles and employees), check a corresponding checkbox in user access permissions (“Can see estimated profit”).

Estimated profit will not be shown for successful sales. Use the “Sales income” report to check the actual sales profit (otherwise, net income) with all costs and wages included.

Step Five. Fill the “Description” field (if needed) and press “Sell” button.

Step Six. Select the Payment method, Cashbox, and Cashier.

Keep in mind that making a selection between cash / cashless payments prompts a list of available cashboxes to choose from. When the payment method is set to “Cash”, only cashboxes with “Cash” payment options will be available for selection. And vice versa.

When the payment method is set to “On account of debt”, the total sum will be automatically deducted from the client’s balance. You can check the total amount of debt (current balance with a client) on the “Finance > Balances” page or directly from a Client profile.

Note: To enable debt payments, you need to turn on a corresponding user access permission (“Can make payments against customer debt”).

Note 2: A sales compensation (otherwise, “For sale” payroll item) is awarded for creating a new Sales entry in the system rather than accepting the payment.

Step 7. Edit the comment (if needed) and select a document to print out.

Step 8. Press “Save”.

Done! Your sale is logged on the “Sales page.

Selling products and services from Lead profiles

Orderry Leads are available with a “Startup” plan and higher.

Step One. Go to “Leads”.

Step Two. Move a Lead profile to the “Successful sale” status or any other custom status that triggers sales.

Step Three. Complete details and press “Sell”. Send a corresponding amount to the cashbox or make a payment “On account of debt”.

Note: To enable debt payments, you need to turn on a corresponding user access permission (“Can make payments against customer debt”).

Note 2: A sales compensation (otherwise, “For sale” payroll item) is awarded for creating a new Sales entry in the system rather than accepting the payment.

When creating a new Sale from Lead, both elements become interconnected and allow one-click navigation between their profiles.

Selling products on the “Inventory > Stock” page

Step One. Go to the “Inventory > Stockpage, select multiple items using checkboxes.

Step Two. Click “More actions” down the page to see a list of available actions, select “Sell”.

Step Three. Select the “Client” and “Ad Campaign” (optional). Get a dialog window to select the product quantity. Proceed with checkout: add more products, remove unnecessary items, edit quantities or prices. Once you’re done, press “Sell”.

Note: When selecting the same product more than once (either manually, or using a barcode scanner instead), its total quantity for sale will be updated automatically.

Step Four. Get a dialog window and choose Payment method, Cashbox, and Cashier.

Keep in mind that making a selection between cash / cashless payments prompts a list of available cashboxes to choose from (i.e., when the payment method is set to “Cash”, only cashboxes with “Cash” payment options will be available for selection). And vice versa.

When the payment method is set to “On account of debt”, the total sum will be automatically deducted from the balance of a corresponding client. You can check the total amount of debt (current balance with a client) on the “Finance > Balances” page or directly from a Client profile.

Note: To enable debt payments, you need to turn on a corresponding user access permission (“Can make payments against customer debt”).

Note 2: A sales compensation (otherwise, “For sale” payroll item) is awarded for creating a new Sales in the system rather than accepting the payment.

Step Five. Edit notes in the commentary field if necessary, then select a document to print out.

Step Six. Press “Save”.

Done! You have just created a sales record in Orderry, it can be reviewed on the “Sales page.

Remember, you can always take a step back and create new client returns by sale or instantly remove sales from the system.

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