Process Client Sales Transactions from the Sapphire Web Pack

The Client Sales functionality in SapphireOne allows users to manage sales transactions with clients. This process is essential for recording sales, generating invoices, and maintaining accurate financial records. The steps are as follows:

1. Navigate to Web Pack > Data Entry > Client Sales.
2. Select the client for whom you are recording the sale.
3. Click on New Sale to begin a new sales transaction.
4. Enter the Sale Name for identification purposes.
5. Choose the items being sold from the inventory list.
6. Use the search bar to quickly locate specific items.
7. Enter Sale Details
   • Quantity: Enter the quantity of each item being sold.
   • Price: Enter the price for each item.
   • Discount: Apply any discounts if applicable.
8. Review all entered details for accuracy.
9. Click Confirm to finalise the sale.
10. Click Generate Invoice to create an invoice for the sale.
11. Verify all information is correct and click Submit.

For more detailed information, please refer to the Web Pack > Data Entry > Client Sales article.