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Creating a New Transaction
Creating a New Transaction
Jeff Hanrahan avatar
Written by Jeff Hanrahan
Updated over a week ago
  1. Go to the Transactions menu and click New in the top right corner. Choose the type of transaction or job you would like to create.

  2. Create a new client by entering their contact details, or search for a client by entering the client’s information in any of the headers at the top of the Choose Client panel.

  3. After you have created or chosen a client, you should see the client’s information on the Details tab. From this tab, you can select or add new contact information for your client, choose the salesperson completing the transaction, enter the tax code based on your location and type of sale, and add notes about the transaction. You can also change the client altogether by clicking the Change Client button to the right of their name.

  4. To add products to the transaction, go to the SKUs tab. You can add products in several ways:

    • Search the SKU # in the Add A SKU field on the top left.

    • Scan the barcode of a product.

    • Add Nonstock SKUs by clicking Nonstock SKUs and choosing the correct product from the list.

    • Link a product or vendor without adding the specific item to the transaction by choosing the Linked Product button.

    If you would like to remove all the SKUs you’ve entered and start over, click the Reset button at the top right of the tab.

  5. To add a payment, go to the Payments tab and click Add Payment. Enter the payment method, amount, and date and click Save. Add as many different payment types as you need. When you’re finished entering the Details, SKUs, and Payments, click Save in the top right corner to save the transaction.

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