You can sell a product to a client in several ways:
- In the visit window, in the Visit status section (see the article for details).
- Using the Sell product button in the journal, without linking the sale to an appointment (see the article for details).
- In Inventory > Inventory Management — this article covers this method.
Creating an inventory operation #
Selling products is not always related to providing services to clients, so in some cases it isn’t necessary to sell the product through the appointment journal.
To record a product sale via an inventory operation:
- Go to Inventory > Inventory Management and click Product operations.
- In the dropdown list, select Product sales.
- In the window that opens, specify the date and time of the inventory operation (the current date and time will be filled in automatically). Enter and select the client’s name or phone number the product was sold to (this field is optional). Select the team member who sold the product, and the inventory (the inventory must have the For selling products type).
- Add the product(s).
Two ways to add products #
1) Add each product one by one #
Enter the product name or SKU and select the required option from the dropdown list. To add more products, click Add product. To remove an item from the list, click the trash icon (see the product catalog setup article for details).
2) Add products from a list #
Click Choose from product list.
Select a category, click its name, then click Add.
Check the products you want to sell and click Add.
After you add products, their details will be filled in automatically. The price equals the sale price specified in the product card. If it’s set, it will be filled in automatically; if not, enter it manually.
Enter the product Quantity (units of measure will be pulled automatically from the product card). If needed, enter a Discount (as a percentage).
The Total amount will be calculated based on quantity and the discount.
To save the inventory operation, click Save without payment. In this case, the product sale will be created without payment. If you want to proceed to payment, click Save and pay.
Paying for products #
If you want to make a payment before saving, click Save and pay. You can pay in cash, by bank card, or using loyalty.
Cash / bank card payment #
In the payment menu, you can print a receipt, pay in one payment using the Quick payment block, or choose a split payment in the Detailed payment block.
To pay in one payment, click Pay in cash or Pay by bank card in the Quick payment block. If you want to change the cash register that will receive the payment, click the arrow next to the selected payment method.
For split payments, go to the Detailed payment tab, then in the window that appears select the amounts and payment methods.
Loyalty payment #
After you proceed to payment (Save and go to payment), the Detailed payment block will show the loyalty options available to that client for paying for the selected products. To write off the maximum possible amount from the balance, simply click the required loyalty type.
If your network has Cashback promotions that apply to the sold product, the cashback will be начислено/credited automatically — you don’t need to apply a card.
To write off only part of the amount, click Partial payment next to the selected loyalty type.
If the gift card type you need is not linked to the client and doesn’t appear in the block, you can find it using Search by code and other payment methods, located a bit lower.
Enter the gift card code in the corresponding field. If a gift card with that code exists, it will appear in the search results (this option works only for gift cad types where selling without a code is not allowed).
Selling a product via an inventory operation creates two operations at the same time: an inventory operation and a financial operation. You can view details in Inventory > Inventory Management and Finance > Financial Transactions.
