Sales Wizard

This wizard lets you sell things to your customers (that is, create sales orders). This wizard is opened from the sales menu. Additionally it is opened from the context menus in the event page (allowing you to sell something to a different customer at the chosen event) and the customers page (allowing you to sell something to the selected customer, whereby you need to choose the event). It can also be opened using these short-cuts:

Above is the page for choosing the customer to which you want to sell something. If you don't want to capture customer information, or they don't want to give it to you, choose the anonymous customer. If the customer isn't already in your database, create them using the "New Customer" button.



Above, is the page for choosing the event at which you want to sell something. You must provide an event. If the event isn't already in your database, create it using the "New Event" button.



To add items to the customers shopping cart (above), you double click on them. For each instance of an item that they want, ensure there is one row in the lower table (the shopping cart). To remove items from the shopping cart, double click on the row in the shopping cart table. You can set the price at which you actually sell the item to the customer for, by clicking on the table cell and typing the price in. Per default, the RRP from your catalogue is taken. If you wish to ensure the item is ordered as new from the supplier, and not taken from stock, tick the "Force Reorder" checkbox. The "Free" column in the upper table shows how many stock items you have for each item, where the stock is not reserved for another sale and the stock is in addition to the minimum number of stock to be kept in stock.



Finally (above) provide details of discounts or extra charges, select a payment type and payment currency. If it is a cash payment, you can enter the amount of money given to you, and BookStore will show you how much change is due. If the payment is cash, or otherwise guaranteed, then select the "Is payment received / confirmed" checkbox. If you are giving the customer an invoice you can enter the invoice number in the payment reference field. Alternatively for card payments, your bank might provide you with a reference number, which you can enter in the payment reference field. Once you click the "finish" button, BookStore will create the sales order and update any purchase orders if you need to order the stock from your supplier. The state of each sales order item is set accordingly. View the purchasing screen and sales screen for more information, or see the sales tutorial.

  Depending upon whether you have sold out of stock, the sales wizard may show you the following dialog. For cases where your customers pick up items as they browse them and then go to you to pay, they are already picking their orders, saving you the trouble. This page allows you to select the items which the customer has picked themselves. In the sales order that is created, these items will be set to have the "Delivered" state.