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Learn how to create a direct sales?


Steps Explained

  1. Menu Link --> Sales -> Direct Sales
  2. Search and select exiting customer by clicking “Search” button (see image below) or add New Customer by clicking “New” button .
  3. Then add product details. The total amount calculates based on selected price category with tax type.

How to add Buy Back details?

  1. Buy back product price reduces the cost from the total amount.
  2. Installation charges comes in pdf’s when downloaded.
  3. Finally click save button to add direct sales.
  4. 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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