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coreSTORE - Sales: Quick steps for processing a sale



  1. Click on Sales > New Sale
    Step 1 screenshot



  1. Choose a Register




Step 2 screenshot



  1. Add an Item


You can add an item by scanning it in using the items barcode or manually searching for the item as shown below in the screenshot.


Step 3 screenshot



  1. Add a Customer


This step is optional for sales that do not require customer information for the disposition details in the bound book. However, it is a good practice to collect client information, either by manually adding their details, scanning their driver's license or searching them in your current customer data base as shown below. This can facilitate future purchases, as well as enable you to send them receipts or marketing materials via email or phone.


Step 4 screenshot



  1. Choose How the Client is Paying for the Transaction
    Step 5 screenshot



  1. Choose the Clients Cash Denomination if it is Not a Credit Transaction
    Step 6 screenshot



  1. Receipt


Choose how you want to send out or print out your customers receipt


Step 7 screenshot



  1. New Sale


After the receipt is printed or sent to the client, you can continue to make sales after clicking on the "New Sale" Button as shown below!


Step 8 screenshot


Updated on: 06/26/2024

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