Recording equipment sales

To open a new sale form you can either:

1. From the 'Employees & Payroll' module click on 'New Sale'.



2. From the Employee Form, click on 'Actions' and select 'New Sale' from the drop down menu.

Once you have the form open:

  • Select the Employee and desired method of payment (if you opened the form from the Employee's record, the Employee name will already be selected and cannot be changed).
  • 'Date' will default to the current date.
  • Select the method of payment.
  • Click 'Add' to add an item to the sale.

    • Select the material that is being sold.
    • Choose the quantity of that material being sold (default is 1).
    • Enter the price of the material being sold and any discount to be applied to the sale.
    • Choose the tax status - e.g. Taxable, Tax Included, or Exempt (default is 'Tax Included').
    • Repeat to add another item to the sale.

When the form is complete click 'Post' to record the sale or 'Post and new' to record the current sale and load a new form to record another sale.

Required fields are labeled with an asterisk ( * ).

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