-
1
Open Add sale
From “Sales” choose “Add sale”. -
2
Client details
Enter the ID number (10 digits); if the client is registered, their name and mobile are filled in automatically, otherwise enter them. -
3
Source and product
Choose the branch, then the investor, then the product from their inventory. -
4
Order type
Choose “Cash” if the client received the goods and paid, “Deferred” for a single later payment date, or “Installments” to split the amount over several months. Enter either the quantity or the amount handed to the client; one of them is enough. -
5
Payment plan
For deferred sales set the payment date. For installments set the number of installments and the first due date; the rest are scheduled monthly. -
6
Save and send
After saving you can view the invoice, download it as PDF, or send the client a payment link on WhatsApp.
Good to know
Tamara, Tabby and Emkan appear as order types once they are enabled on the branch.
Office and investor commissions are recorded automatically based on the inventory settings.