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Customer Sales

Customer Sales can be recorded with all sales data tracked against a customer to track their spending. 

All sales regardless of Tender Type will be tracked provided the customer has been added to the sale.

 

A customer can be added to a sale in a number of ways:

 

The customers’ name will appear at the top of the Sales screen.

All the product details of the sale will be added to the journal where it can be reported against.

 

 

Enter the items into the sale the customer wants to purchase and finalise the sale. It is good to note that the customer can be added to the sale at any time before selecting a Tender Type.

 

 

Each sale the customer is recorded against will be stored in the database and added to their Journal History.