Steps
- Open Sales > New Sale (or Salesman Mode for scanning).
- Add each item: search by name or SKU, set the quantity, and change the price if you need to. For cartons, choose the unit.
- Choose or add a customer. This is required if the sale is unpaid or part-paid; a fully paid sale can be a Walk-in.
- Enter the amount paid, how they paid, a discount if any, and the date.
- Save.
What happens next
- Stock is deducted when the sale is approved. A sale recorded by a Manager or Owner is approved at once. A sale recorded by Staff waits for approval and does not move stock until then.
- Unpaid or part-paid amounts become customer debt and show in the Debt & Credit report.
- You can open the sale and download an Invoice PDF.
Fixing a pending sale
Before approval, the owner can edit an unpaid sale, and managers can correct its payment details. After a sale is paid or approved it is locked - use a Return to take goods back.
Limits
You cannot sell more than you have. If someone sold the last items first, EazyStock tells you how many are left.