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How to Create a New Sale in Jewely Retail This guide explains how to record a sale from the Jewely Retail ERP. Steps From the dashboard, click on NEW SALE, or navigate to SALES → New Sale in the navigation bar. Select or create the customer by entering their name in the field […]
How to create a quote or estimate in Jewely Retail. Jewely Retail allows you to prepare quotes and estimates for your customers before closing a sale. Steps: Go to SALES → Quotes / Estimates or click NEW QUOTE from the dashboard. Select the relevant customer. Add the items and services […]
How to Process a Customer Return in Jewely Retail. Jewely Retail makes it easy to manage customer merchandise returns. Steps: Go to SALES → Customer Returns or click CUSTOMER RETURN from the dashboard. Find the original sale by entering the invoice number or customer name. Select the item or […]
How to view and manage the cash register in Jewely Retail. Cash management allows you to track daily cash inflows and outflows. Open the cash register. Go to SALES → Cash Management. Enter the starting cash balance. Click Open Cash Register. Close the cash register. At the end of the day, go to SALES […]
Introduction Sometimes a sale needs to be canceled after payment has been received, whether due to a product return, a data entry error, or a customer request. Jewely allows you to generate a credit note and issue a refund in just a few steps. Accessing the sale to cancel From the Sales menu, click on List […]
Jewely allows you to easily apply sales discounts, whether on a specific item or an entire sale, as a percentage or a fixed amount. 1. Discount on an item In the sales interface, after adding an item to the cart, click on the item's row to access its details. Enter the […]
Jewely's credit sales feature allows you to record a sale without immediate payment and generate the corresponding invoice. The remaining balance is saved on the customer's record and can be paid later. 1. Create the sale From the sales interface, add the desired items to the cart as you would for a regular sale. Select the […]
How to record a customer deposit in Jewely Retail. A deposit is a partial payment made by a customer before the delivery of an item or the completion of an order. To record a new deposit: From the dashboard, click on NEW DEPOSIT. Select the relevant customer. Enter the deposit amount. Choose the payment method. […]
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