How to create a direct sales
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Learn how to create a direct sales?
Steps Explained
- Menu Link --> Sales -> Direct Sales
- Search and select exiting customer by clicking “Search” button (see image below) or add New Customer by clicking “New” button .
- Then add product details. The total amount calculates based on selected price category with tax type.
How to add Buy Back details?
- Buy back product price reduces the cost from the total amount.
- Installation charges comes in pdf’s when downloaded.
- Finally click save button to add direct sales.
- If value addition percentage is less than Profit Margin mentioned in Master Configuration, the sales is kept pending. Pending sales has to be approved by Admin / Manager.
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