{"id":1374,"date":"2024-11-23T04:58:20","date_gmt":"2024-11-23T04:58:20","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4850830180637-products-sales-using-an-inventory-operation\/"},"modified":"2026-03-23T06:10:41","modified_gmt":"2026-03-23T06:10:41","password":"","slug":"4850830180637-products-sales-using-an-inventory-operation","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4850830180637-products-sales-using-an-inventory-operation\/","title":{"rendered":"Products sales using an inventory operation"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">You can sell a product to a client in several ways:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the visit window (see the <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/24496357742749-new-visit-window\/\">article<\/a><\/strong> for details).<\/li>\n\n\n\n<li>Using the <strong>Sell product<\/strong> button in the calendar, without linking the sale to an appointment (see the <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4856849625117-working-with-the-appointment-calendar\/\"><strong>article<\/strong><\/a> for details).<\/li>\n\n\n\n<li>In <strong>Products > Inventory Management<\/strong>\u00a0\u2014 this article covers this method.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Creating an inventory operation<\/h2>\n\n\n\n<p>Selling products is not always related to providing services to clients, so in some cases it isn\u2019t necessary to sell the product through the appointment calendar.<\/p>\n\n\n\n<p>To record a product sale via an inventory operation:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Administration<\/strong> mode <strong>Products > Inventory Management<\/strong> section and click <strong>Product operations<\/strong>.<\/li>\n\n\n\n<li>In the dropdown list, select <strong>Product sales<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57b6f7f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57b6f7f\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"425\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-1024x425.png\" alt=\"\" class=\"wp-image-223447\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-1024x425.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-300x124.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-768x318.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-1536x637.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-2048x849.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-360x149.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.26.30-1568x650.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>In the window that opens, specify the <strong>date and time<\/strong> of the inventory operation (the current date and time will be filled in automatically). Enter and select the <strong>client\u2019s name<\/strong> or <strong>phone number <\/strong>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 <strong>For selling products<\/strong> type).<\/li>\n\n\n\n<li><strong>Add the product(s).<\/strong><br><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57b78b7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57b78b7\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"220\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-1024x220.png\" alt=\"\" class=\"wp-image-290584\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-1024x220.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-300x64.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-768x165.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-1536x330.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-2048x440.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-360x77.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.59-1568x337.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57b80a7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57b80a7\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-1024x553.png\" alt=\"\" class=\"wp-image-290602\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-1024x553.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-300x162.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-768x414.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-1536x829.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-2048x1105.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-360x194.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.27.46-1568x846.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Enter the product name or <strong>SKU<\/strong> and select the required option from the dropdown list. To remove an item from the list, click the <strong>trash<\/strong> icon (read more about products catalog setup <a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4850363619485-products-initial-configuration\/\"><strong>here<\/strong><\/a>).<\/li>\n<\/ol>\n\n\n\n<p>After you add products, their details will be filled in automatically. The price equals the sale price specified in the product card. If it\u2019s set, it will be filled in automatically; if not, enter it manually.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57b88da&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57b88da\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"884\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-1024x884.png\" alt=\"\" class=\"wp-image-290641\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-1024x884.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-300x259.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-768x663.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-1536x1327.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-360x311.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37-1568x1354.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.30.37.png 1790w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Enter the product <strong>Quantity<\/strong> (units of measure will be pulled automatically from the product card). If needed, enter a <strong>Discount<\/strong> (as a percentage).<\/li>\n<\/ol>\n\n\n\n<p>The <strong>Total amount<\/strong> will be calculated based on quantity and the discount.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57b918f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57b918f\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"305\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.32.56-1024x305.png\" alt=\"\" class=\"wp-image-290659\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.32.56-1024x305.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.32.56-300x89.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.32.56-768x229.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.32.56-360x107.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.32.56.png 1270w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>To add a comment to the sale click the <strong>Add a comment<\/strong> button.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57b99d5&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57b99d5\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"882\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-1024x882.png\" alt=\"\" class=\"wp-image-290677\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-1024x882.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-300x258.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-768x661.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-1536x1322.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-360x310.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07-1568x1350.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.38.07.png 1798w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>To save the inventory operation, click <strong>Save without payment<\/strong>. In this case, the product sale will be created without payment. If you want to proceed to payment, click <strong>Save and pay<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Paying for products<\/h2>\n\n\n\n<p>If you want to make a payment before saving, click <strong>Save and pay<\/strong>. You can process payment in cash, by bank card, or using loyalty.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Cash \/ bank card payment<\/h3>\n\n\n\n<p>In the payment menu, you can print a receipt, pay in one payment using the <strong>Fast payment<\/strong> block, or choose a split payment in the <strong>Split payment<\/strong> block.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"803\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-1024x803.png\" alt=\"\" class=\"wp-image-290695\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-1024x803.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-300x235.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-768x602.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-1536x1204.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-360x282.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19-1568x1230.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-03-06-at-15.40.19.png 1890w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To pay in one payment, click <strong>Pay in cash<\/strong> or <strong>Pay by bank card<\/strong> in the <strong>Fast payment<\/strong> block. If you want to change the cash register that will receive the payment, click the arrow next to the selected payment method.<\/p>\n\n\n\n<p>For split payments, go to the <strong>Split payment<\/strong> tab, then in the window that appears select the amounts and payment methods.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Loyalty payment<\/h3>\n\n\n\n<p>After you proceed to payment (<strong>Save and go to payment<\/strong>), the <strong>Detailed payment<\/strong> 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.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57bae59&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57bae59\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"720\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-1024x720.png\" alt=\"\" class=\"wp-image-223585\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-1024x720.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-300x211.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-768x540.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-1536x1080.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-2048x1440.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-360x253.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.55.22-1568x1102.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>If your network has <strong>Cashback<\/strong> promotions that apply to the sold product, the cashback will be \u043d\u0430\u0447\u0438\u0441\u043b\u0435\u043d\u043e\/credited automatically \u2014 you don\u2019t need to apply a card.<\/p>\n\n\n\n<p>To write off only part of the amount, click <strong>Partial payment<\/strong> next to the selected loyalty type.<\/p>\n\n\n\n<p>If the gift card type you need is not linked to the client and doesn\u2019t appear in the block, you can find it using <strong>Search by code and other payment methods<\/strong>, located a bit lower.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69deba57bb59b&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69deba57bb59b\" class=\"wp-block-image size-full is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"788\" height=\"972\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.56.04.png\" alt=\"\" class=\"wp-image-223603\" style=\"width:242px;height:auto\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.56.04.png 788w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.56.04-243x300.png 243w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.56.04-768x947.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-12-19-at-13.56.04-360x444.png 360w\" sizes=\"auto, (max-width: 788px) 100vw, 788px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>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).<\/p>\n\n\n\n<p>Selling a product via an inventory operation creates two operations at the same time: an <strong>inventory<\/strong> operation and a <strong>financial<\/strong> operation. You can view details in <strong>Products > Inventory Management<\/strong> and <strong>Finance > Financial Transactions<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can sell a product to a client in several ways: Creating an inventory operation Selling products is not always related to providing services to clients, so in some cases it isn\u2019t necessary to sell the product through the appointment calendar. To record a product sale via an inventory operation: After you add products, their&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4850830180637-products-sales-using-an-inventory-operation\/\">Continue reading <span class=\"screen-reader-text\">Products sales using an inventory operation<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[51],"doc_tag":[1507,1834,1894,1534,2029,1522,1579,1357],"class_list":["post-1374","docs","type-docs","status-publish","hentry","doc_category-inventory-operations","doc_tag-client-en","doc_tag-finance-en","doc_tag-financial-transactions-en","doc_tag-gift-card-en","doc_tag-inventory-en","doc_tag-membership-en","doc_tag-products-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":645,"total_views":"220","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Inventory operations","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/inventory-operations\/"}],"doc_tag_info":[{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Finance","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/finance-en\/"},{"term_name":"Financial Transactions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/financial-transactions-en\/"},{"term_name":"Gift Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/gift-card-en\/"},{"term_name":"Inventory","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/inventory-en\/"},{"term_name":"Membership","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/membership-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1374"}],"version-history":[{"count":6,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1374\/revisions"}],"predecessor-version":[{"id":306874,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1374\/revisions\/306874"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1374"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1374"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}