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How do I edit the details of a Sale?

To edit the details of a sale, open the Sale (see How do I edit a Sale?)

Click Edit Details

how-do-i-edit-the-details-of-a-sale Here you can edit:

  • the Customer that the Sale is for (either by selecting from existing Customers, or creating a new Customer)
  • the Employee that the Sale is attributed to
  • any Notes for this Sale
  • the Date of the Sale

how-do-i-edit-the-details-of-a-sale

Click Save

In the iOS App, the Sale Details are called the Sale Info, and can be edited by editing the Sale, see How do I edit a Sale?

how-do-i-edit-the-details-of-a-sale Here you can edit:

  • the Customer the the Sale is for (either by selecting from existing Customers, or creating a new Customer)
  • the Employee that the Sale is attributed to
  • the Date of the Sale
  • any Notes for this Sale

Tap Save

From the menu tap Manage > Sales

Using the PREVIOUS and NEXT buttons, locate the relevant Sale, or use the Calendar icon in the top right-hand corner of the screen to select a specific date

how-do-i-edit-the-details-of-a-sale Tap directly on the Sale

If the Sale is Closed, firstly tap OPEN in the top right-hand corner of the screen

OR

Tap the orange Open shortcut button to open the Sale

how-do-i-edit-the-details-of-a-sale

If a Sale is already Open,  tap the menu icon (3 dots) to the right of the screen, followed by Edit Details

OR

Tap the blue Edit Details shortcut button

how-do-i-edit-the-details-of-a-sale

From here you can edit:

how-do-i-edit-the-details-of-a-sale

Make the necessary edits and tap SAVE


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