How to view sales in a mobile app?
To work with sales, open the Sales section. In this section, you can filter and view created sales, create a new sale.
If you have several locations, you can select the desired one and view sales in it.
Using the filter, you can sort sales by creation date and by employee.
Opening the created sale, we see:
Clients' information;
Table of product and services;
Additional information (date of creation, employee, and comment).
There are two actions available in the upper right corner:
Print the document;
Share the link.
How to create a sale in a mobile app?
To create a new sale in the mobile app:
1. Go to the “Sales” section and tap “+”.
2. Add products or services using one of the following methods:
Manually:
Tap “+ Product”.
The Products tab opens by default—for services, switch to the corresponding tab.
Select the desired product or service from the list, specify the quantity or a serial number, and save.
The product or service will be added to the cart.
Using the scanner:
Tap “Scanner”.
Scan the product’s barcode using the camera.
Once recognized, the product is automatically added to the cart with a quantity of 1.
The camera remains active, so you can immediately scan the next products.
If necessary, edit the added items:
Tap the cart icon.
Select the desired product or service.
Change the parameters: quantity, price, discount, warranty, etc., or delete the item.
When adding an item, you can select one of the available prices or enter a new one (if you have the permissions “Can edit product prices” and “Can edit service prices”).
Click “Add Items” to transfer all items from the cart to the sale.
All added items are displayed on the “Items” tab. Here you can see the total amount, and by expanding the list, you can view taxes, the discount, and the estimated profit.
3. On the “Details” tab, add a client, enter a comment, and select a promotional campaign. These fields are optional.
4. Click “Total Due” to proceed to payment processing.
5. Select a payment method:
Cash
Cashless
Credit Card
Record due to balance (if you added a client)
Payment methods are generated based on accounts created in the system and the calculation methods configured for them.
The last account used in the app is automatically selected for the chosen method. If no account has been used yet, please select one.
Payment details:
Cash — enter the amount the customer is actually paying. The change amount (if any) will be displayed automatically.
Cashless / Credit Card — the payment amount is automatically entered without calculating change.
6. If necessary:
add a comment to the payment;
edit additional fields (date and time, cash flow item);
change the account (After swiping left, delete the added account and select a new one).
7. Click “Create Payment”.
After that, the payment and the sale will be created.