Quick Sale Guide Follow

Overview

Quick Sale lets you process walk‑in or counter sales without building a full job. It pulls prices from a dedicated Quick Sale service list and produces a receipt on the spot. Quick Sale items post with the next batch so revenue flows to the correct sales departments and tax reports.

• 1. Set Up Quick Sale Services
• 2. Process a Quick Sale
• 3. Reporting
• Key Points

1. Set Up Quick Sale Services

Quick Sale pulls from a special category:

1. Go to the Services tab.
2. Open the Other ▸ Quick Sale category.

Each Quick Sale service uses a simplified setup window:

• Service Name – what cashiers pick.
• Popup Reminder / Default Note – optional.
• Sales Dept – routes revenue.
• Run Table
  • Mat. Cost – cost to you.
  • Run Price – customer price (leave blank if using markup).
  • Mat. Costs & Run Prices Are – Per Each • Per Thousand • Total.
• Markup % – optional cost‑plus model.

2. Process a Quick Sale

1. Click the Quick Sale icon on the main toolbar.

2. In the grid, select a Service for each line and enter Quantity.
3. Adjust Price/Each if necessary.
4. Choose the correct Tax region.
5. Click OK ➜ enter payment details.

Finish with Print & Save to generate a “PAYMENT” receipt.

Quick Sale posts automatically the next time you run Postings.

3. Reporting

Reports ▸ More Reports ▸ Quick Sales offers four summaries:

• List – date‑sorted header line for each sale.
• Detail – expands each sale by service.
• Summary by Dept – subtotal by Sales Dept.
• Summary by Tax – subtotal by tax region.

Key Points

• Quick Sale uses a dedicated Other ▸ Quick Sale service list.
• Only Service Name, Sales Dept, and Run Table are required.
• Each Quick Sale posts with the next batch and has its own reports folder.
• Receipt prints automatically after payment.

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