Sales

Diaspark Retail Software

Sales Module

How to Enter a Sale

• To take a sales order from a customer, click on the Sales module.

• Then, click the lookup icon next to Customer to search for and select the customer who is buying the merchandise. You can also check the Gift Sale checkbox and enter the bridal customer code if the customer is gifting a bride, for example.

• If the sale is a Gift Sale, you will be prompted to enter a reference # and any remarks in regards to the gift.

• If the customer is not in the system yet, click the lookup icon, and then click the New button to create a new entry and input their information.

• You also have the option to browse through all Held receipts before selecting a customer.

• And, you can make changes to an existing sales order before selecting a customer as well, as long as the order has not been finalized. You can do this by clicking the the Action button located on the bottom left-hand side of the screen, and then entering the existing receipt #.

• Once the customer has been selected, either scan the barcode or click the lookup icon next to Style/SKU # to manually enter the item that is being sold.

• Or, click the lookup icon next to Serial # to search by the item’s serial number.

• You can also view a customer’s wishlist and bring that item to the Sales screen by clicking the wishlist button.

• You can continue to add multiple items for the same customer. Once the item or items have been selected, enter the salesperson/salespeople.

• In the item’s row, click the Edit button to manually change the price of an item, enter the discount code, quantity, and unit price, and then click OK.

• Then, click the Ship To checkbox to indicate that the item will be shipped to the specified address. You can ship the item to another location by using the lookup icon next to it to add/select a different address.

• On the bottom right-hand side of the screen, you will see the total quantity and amount due.

• Note that if you click the Action button before taking payment, you can put the item(s) on hold, layaway, or wish list.

• Click the Payment button to take any form of payment.

• Click Save. The receipt number should then appear on the screen.

• Either print the receipt or email it to the customer.

• Note that after saving, if you click the action button, you will be able to print receipts, add/view attachments, appraise, return/exchange, or trade in the item(s).