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///How to record a sales transaction via Store
How to record a sales transaction via Store 2020-06-24T10:15:59+00:00

How to record a sale using Store

Imonggo’s Store page allows you to record sales transactions. You may add customers to the sale, give discounts and print receipts.

Steps to sell a product

1. Click the Store  icon.

click-store-icon

2. In the Store tab, you can see all the items you sell on the right panel of the screen. Tap the item to add it on the cart.

product-list

You can use the product filter and search the item to find it easier.

search-product

warning-icon-imonggoWant an easier way to find products? You can use the search field on top. Type the stock number or scan the barcode of the product to find the item faster.

search-product-by-barcode

3. On the cart, you can change the price, quantity, or add discounts by editing the corresponding fields in the item line.

change-price-quantity-or-discount-of-the-product

4. You may add a customer name by typing the name in the customer field. This is optional.

add-customer-name

5. Once you finalize all the details, click the CHECKOUT button to end the transaction.

click-checkout-button

6. Once done, a new window will appear to complete the payment. Pay using Cash, Credit, Debit or any other payment type.

select-payment-type-and-click-pay-button

warning-icon-imonggoImonggo supports Split Payment. This means that you can record payments in two or more payment types, because this may occur in some transactions. For instance, a customer may pay part in cash and part in credit card (in case the credit limit has been reached).

8. Once the payment is complete, you can now print and generate receipt for your customer. Click the “New Transaction” button to make a new sales.

click-new-transaction-button

warning-icon-imonggoTo view all your Sales Invoices, please go to Office > Invoice List.