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Use our range of help guides to learn everything you need to hit the ground running!

How do I create a new Sale?

To create a new Sale, choose Sales from the left hand menu and click New Sale 


Use the Search field to Search for an existing Customer (left hand side)


Enter in the details of a new Customer (right hand side)

You can add the following items to a Sale:

Once a Sale is finalised, we recommend to Close the Sale, see How do I close a Sale?