How do I create a new Sale?
To create a new Sale, choose Sales from the left hand menu and click New Sale
EITHER
Use the Search field to Search for an existing Customer (left hand side)
OR
Enter in the details of a new Customer (right hand side)
You can add the following items to a Sale:
- Reservation How do I add a Reservation to a Sale?
- Product How do I add a Product to a Sale?
- Customer Credit How do I add Customer Credit to a Customer?
- Gift Card How do I sell a Gift Card? (Sale view)
- Pass How do I sell a Pass? (Sale View)
- Charge How do I add a Charge to a Sale?
- Discount How do I add a Discount to a Sale?
- Payment How do I add a Payment to a Sale?
- Tip How to I add a Tip to a Sale?
Once a Sale is finalised, we recommend to Close the Sale, see How do I close a Sale?