coreSTORE - Sales: Quick steps for processing a sale
Click on Sales > New Sale
Choose a Register
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.
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.
Choose How the Client is Paying for the Transaction
Choose the Clients Cash Denomination if it is Not a Credit Transaction
Receipt
Choose how you want to send out or print out your customers receipt
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!
Choose a Register
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.
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.
Choose How the Client is Paying for the Transaction
Choose the Clients Cash Denomination if it is Not a Credit Transaction
Receipt
Choose how you want to send out or print out your customers receipt
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!
Updated on: 06/26/2024
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