Making a sale

A sale in iTrade is like a receipt. It can hold one product or many, takes one payment method, and works out the change for you. Stock comes off the shelf the moment you save it. Everyone can record sales.

Open the sale form

1. Check the company switcher at the top shows your branch.
2. On the Apps page, open Sales.
3. Click + Add New. The Record a Sale page opens.

Owners and Managers can also click + Record a Sale on the Dashboard.

1. Sale details

• Date is already set to today. Change it only if you are entering an older sale.
• Customer: leave it empty for a walk-in customer. Pick a customer if you are using their account (see step 3) or want their name on the sale.
• Payment method: Cash, EcoCash, Card, Bank Transfer, Credit or Other.
• Notes (optional): anything you want to remember about the sale.

2. Add the items

With a barcode scanner

1. Click in the Scan barcode box.
2. Scan the item. It is added as a new line at its selling price.
3. Scan the next item. Scanning the same item again adds 1 to its quantity.

Any USB or Bluetooth scanner works. You can also type a product code in the box and press Enter. If a code isn't found, the message under the box says so and offers Add it as a new product (Owners and Managers only).

By searching

1. In the Product box on an item line, start typing the product's name or code.
2. Pick it from the list. The list shows each product's price and how many are in stock, or Out of stock.
3. The Unit Price fills in by itself.

Click + Add Item for another line, or Remove to take a line off.

Quantity, price and discount

• Qty: how many of this item.
• Unit Price: you can change this for one sale without changing the product's normal price.
• Discount %: a percentage off this line only. For example, type 10 for 10% off. Leave it at 0 for no discount.

The receipt shows each discount and a "You saved" total, and the Sales Report shows the total discounts given.

3. Payment and change

The summary box in this section updates as you type: Items total, Amount due, and, once you enter cash, Cash tendered and Change due.

Cash

1. Type what the customer handed you in Amount tendered, for example 20.
2. Read the Change due, for example $3.50 on a $16.50 sale, and hand it over.

Leave Amount tendered blank for exact cash or for EcoCash, card and bank payments.

No small notes? Keep the change on the customer's account

1. Pick the Customer at the top (add them first under Customer Accounts if they are new).
2. Enter the Amount tendered.
3. Tick Keep the change on the customer's account.

The change due is saved on their account as money you owe them. They can use it next time, or you can pay it out later. See Customer accounts and change owed.

Customer paying with change you already owe them

1. Pick the Customer. A line under the box shows how much change they have available.
2. Type the amount they want to use in Redeem change on account.
3. The Amount due drops by that amount. Take the rest in the usual way.

You can't redeem more than they have available, or more than the sale total.

Credit sales

Choose Credit as the payment method when the customer takes the goods now and pays later. Pick the customer so you know who it was. Credit sales count as sales straight away, but are shown separately as Credit Sales on the End of Day report and are not counted as cash coming in.

4. Save

Click Save Sale. You return to the Sales list with the message "Sale saved."

If something doesn't add up, the form tells you before saving. For example, "Amount tendered is less than the $16.50 due."

Selling more than iTrade thinks you have

iTrade never stops you selling something that is physically in front of you. If the stock count is off, the sale still saves and you see a warning such as "Sold 5 of 'Sunlight Soap 175g' but only 2 were in stock - now at -3. Recount or reorder when you can." The product then shows as Backordered. Tell whoever manages stock, so they can record the missing delivery or do a stock take.

5. Print the receipt

1. On the Sales list, click Receipt on the sale's row. Or open the sale (click its date) and click Print Receipt.
2. On the receipt page, click Print Receipt.
3. In the print window, choose your receipt printer and print.

The receipt shows your logo, receipt number (for example INV-000123), date, who served, each item, discounts, total, payment method, cash tendered, change, and any change kept on the customer's account.