Recording Sales in Tracepos

Welcome to this training tutorial on how to record sales in Tracepos. This module will guide you through the process of entering and tracking sales transactions to help you maintain accurate financial records.

Section 1: Adding Products to the Cart

To begin recording a sale, add products to the cart. Select the items your customer wants to purchase using the search bar. Click on each item to add it to the cart.

Invoice Number

You can leave the invoice number field blank, and Tracepos will generate it automatically. Alternatively, input your sales invoice number if available.

Section 2: Entering Customer Details

Tracepos has a default customer called "Walk-in customer." Use it if you don't want to collect customer details. Use the search bar to locate your customer's name. If the customer is not in the database, click the plus icon to add a new customer. Fill in the necessary details and click "Create."

Section 3: Completing the Sale

After entering customer details and adding products to the cart, it's time to complete the sale. Review the details, including the total amount and payment methods. Once everything is correct, select the appropriate order status: Ordered, Confirmed, Processing, Shipping, Delivered. Then click "Save" to complete the order.

Section 4: Printing the Invoice

After completing the sale, print an invoice for the customer. The invoice serves as a transaction record. Click on "Print Invoice" to generate a professional invoice for the customer.

Section 5: Managing Debts and Outstanding Balances

Tracepos helps you track customers who owe you money. If a customer doesn't pay the full amount, they'll have a remaining balance. To see who owes you, go back to the dashboard and click on "Sales." Then, click on the "Unpaid" tab to view all customers with outstanding balances.

Conclusion

Congratulations! You've completed the training tutorial on recording sales in Tracepos. This module is essential for maintaining accurate financial records, tracking customer transactions, and managing outstanding balances. For any questions or assistance, feel free to reach out to our support team.