Making a Sale, Simply Touch for Retail, User Manual

Simply Touch for Retail > User Manual >How do I Create a new Sale?

1 - Login to Frontend.

2 - From the main menu, select: Create New Sale as shown here:

3- This is the main 'sales' window. Notice the 4 tabs: Cart, Customer, Delivery and Payments.

Shopping Cart

4- Search your products by entering description in the 'Product' text box. Click find when done.

5- A list of all matching products will display. Double click a line to add product to your cart.
p.s: You may also select from the 'All' drop down box a different store (if applicable)

6- Change quantity by double clicking the qty field.

Adjust Quantity

7- Highligh your newly added product line, then click Discount to apply discount to 'this line'.

8- Select a percentage, window will automatically close after click.

9- optional: create a purchase order, link it to this sales order. Highligh line then click 'Create PO'

Create Purchase Order - link to this Order

10- Enter Quantity, Price, Delivery Date then click Update.

Create PO

11- Create then print your Purchase Order.

Purchase Order Layout

12- Notice here how PO QTY has changed from 0 to 2.

Shopping Cart - Updated

13- Add bulk discount to order by entering a number in the 'Bulk Discount' textbox as shown here:

14- Click the Customer tab. By default Cash Sale is selected. If you wish to select a different customer, enter part of the customer name then click Find.

p.s: you may also tick 'New Customer' and enter your new customer details to the system.

Search Customers

15- Select your customer.

16- Select delivery or carry. If delivery is selected, you can add some notes to the delivery docket.

Delivery Tab

17- Click the payments tab. Start entering amount given by customer. e,g: click cash, click 3 0 0 0 to add Cash: $3,000...

Payment Screen 1

18- Optional: click MasterCard, then click on the $100 dollar note.

Payment Screen 2

19- Tick 'Account/Layby' if customer is happy to pay remaining amount at a later date...

Payment Screen 3

20- Click Process Order to print. Click here to download a sample tax invoice.

Invoice Layout

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