Sales

Create invoices, record payments, email receipts, manage shipments, and process returns.

Creating a Sale

1. Click Add Sale from the Sales submenu.
2. Select Customer, Warehouse, and Status (required).
3. Add products by searching or selecting from the list. Set quantity and price for each line.
4. Optionally add Order Tax, Discount, and Shipping.
5. Click Submit to save the sale.

Managing Sales List

From the sales list you can:

• View sale details and invoice
• Edit an existing sale (Sales_edit permission)
• Delete a sale (Sales_delete permission)
• Email or SMS the invoice to the customer
• Download PDF or print the invoice
• Filter by date, reference, customer, warehouse, status, payment status
• Export to PDF or Excel

Sale Detail & Invoice

The sale detail page shows the full invoice with line items, totals, payment history, and action buttons for PDF, print, email, and SMS.

Recording Payments

1. Open a sale from the list or detail page.
2. Click Show Payment to view existing payments.
3. Click Add Payment to record a new payment.
4. Enter amount, payment method, and date. Submit to save.

Emailing an Invoice

1. From the sales list or sale detail, click the Email notification button.
2. A dialog opens with the customer's saved email pre-filled.
3. Optionally change the recipient email to a custom address.
4. Click Send to email the invoice using your configured email template.

Shipments

Track delivery status for sales. Create shipments linked to sales orders and update delivery status as orders are fulfilled.

Sale Returns

Create a return from an existing sale to refund products and adjust stock. Process return payments separately. See sale detail → Create Return action.