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TradeBroken

Making a sale

Sell at the till, take cash or MoMo, sell on credit, and give a receipt.

A sale takes stock off your shelf, records the money, and gives the customer a receipt, all in one step. Anyone on your team can make a sale: owner, branch manager or staff.

Make a sale#

Go to Sales → New sale.

  1. Pick the branch if you have more than one. A sale comes from one branch only.
  2. Search for the item by name, SKU or barcode. With a barcode scanner, scan it into the search box and the item is added.
  3. Check the shelf, quantity and price. The price starts at that branch's price. You can change it for this sale, or take something off a line as a discount in cedis.
  4. Choose the customer, or Walk-in (no customer) if they pay in full on the spot.
  5. Take payment. Pick Cash, MoMo, Card or Bank, and the amount. Add a reference for MoMo, card or bank payments (the MoMo transaction ID, for example). You can take part in cash and part in MoMo.
  6. Tap Record.

The sale gets a number like S-MAIN-000012, which is also the receipt number. Open it any time from Sales and tap View sale to see the receipt to print or share.

Selling on credit#

If the customer pays less than the total, they owe the rest. For that you must choose a customer (not walk-in). The balance shows under Debtors & creditors → Who owes you until they pay. See Customers and suppliers paying.

Things to know#

  • Not enough stock: if the shelf you picked doesn't have enough, TradeBroken says so and doesn't record the sale. Check the quantity, pick another shelf, or record the missing stock first.
  • Change: don't type more than the total as the payment. Take the exact amount and give change from the till.
  • Selling below cost is allowed, but you'll see a warning so the person at the till knows. Only people who can see costs are told the cost.
  • Giving something away for nothing (a price of 0, or a 100% discount) can only be done by the owner.
  • Old dates: only the owner can record a sale for an earlier day. And nothing can be recorded in a month you've closed. See Closing the month.
  • Profit: each sale remembers what the stock cost, so your profit is worked out for you in the reports.

Next#

If a customer brings something back, or a sale was a mistake, see Returns, voids and bad debts.