The F1 and F4 keys on your keyboard will take you directly to the sales interface.
Navigate to the Sales view:
Making an exchange
An Exchange can be made by entering a return Item and a sale item in the same transaction.
How to enter a Sale or Return item
The sale/return button located to the right of the "Item" field Is used to switch between sales and returns. Any Items entered in Sale mode will be entered as sale items.
sales / returns
If you select return it will change to return mode. any items entered in return mode will be entered as return items.
Create a return from a sale
Instead of adding the items one by one you can also scan the receipt into the items field and all the items from that sale will be added.
select a customer from the dropdown:
select a customer
There are a few ways before and after a sale is complete to indicate that you want to email the receipt to the customer.
You can quickly and easily send an email receipt by clicking on "E-Mail Receipt?" after adding a customer with an email address associated with it.
Among other options, if you want to email a receipt after a sale has been processed you can click "Email Receipt" on the Sales Receipt Screen.
OR: Scan item while the cursor is in the Item field
Search for item
manually type item name or number in the item field and select from the dropdown:
Using the Item Grid
Open the grid by clicking Show Grid
Select a category:
Select a sub-category
Select sub category
add an Item from a sub category
other actions ("..." button)
There are many features that can be accessed via the other actions button ("..." button)
Suspended Sales & Layaway
you can Suspend a sale by clicking on the Suspend Sale button
You should select either layaway or estimate. Estimate does not subtract items from inventory whereas layaway does.