Add Sales
To add sales:
1. Go to the Accounts tab and then click the desired account.
2. In the account details page, click Sales tab and then click Add Sales.
3. In the add sales form, provide the necessary sales details as required. The default sales fields are as follows.
Field Name | Description |
Account Name | This field specifies the name of the account under which the new sale is being created. This is a non-editable field. |
Date of Sale | To enter the sale date. |
Product Name | Select the product from the drop-down list. This is a mandatory field. |
Warranty Period | Enter warranty period. |
No of Units | Enter the total number of products sold to the customer in the current sale. |
Unit Price | Enter product price for a single unit. |
Discount | Enter discount in currency value if applicable |
Tax Rate | Enter tax in percentage if applicable. |
Net Price | This is calculated field. The value is calculated based on the values provided in the fields: No of Units, Unit Price, Discount, and Tax Rate. |
Comments | Add relevant comments. |
4. Finally, click Save.
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