Articles on: coreSTORE

coreSTORE - Sales: Quick steps for processing a sale

Click on Sales > New Sale
Step 1 screenshot


Choose a Register



Step 2 screenshot


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


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


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


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


Receipt

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

Step 7 screenshot


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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