Purpose
To guide users in updating product selling prices during a direct sale while ensuring accurate pricing, totals, and customer-specific pricing policies.
Step 1: Go to the sell.
Step 2:Click Add sale.
If you manage multiple branches or stores, select the required store from the Business Location dropdown list.
Step 3: Select customer.
Use Pay Term to select the payment period in months or days. Use Attach Document to add any purchase-related documents.
Step 4: Select status.
Step 5: Enter the Product
Use product name or SKU or scan barcode to enter the product
Step 6: Change unit price.
Step 7: Select reason
Select the reason for the price change from dropdown list.
Click "Apply to all changed prices" if you change multiple product's unit price with same reason.
If you try to change the customer after change the unit price, respond to the system alert popup based on your decision.
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Click OK: Resets item prices in the cart to match the new customer's assigned pricing policy (standard/discounted rate).
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Click Cancel: Keep the manual price changes you entered previously and applies them to the newly selected customer.
