How to create a new sale

How to create a new sale in Jewely Retail

This guide explains how to record a sale from the Jewely Retail ERP.

Steps

1. From the dashboard, click on NEW SALE, or access SALES → New sale in the navigation bar.
2. Select or create the customer by entering his name in the search field.
3. Add the items to sell by entering their reference or by searching for them by name.
4. For each item, check the selling price and the quantity.
5. Select the payment method (cash, bank card, check, bank transfer, etc.).
6. Click on Confirm the sale to finalize the transaction.
7. The invoice is generated automatically and can be printed or sent by email.

Advice

• You can add multiple payment methods (split payment).
• A deposit can be deducted if the customer had paid one.
• The stock is automatically updated upon validation.