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.
Info: Quick Sale skips the Job ➜ Item ➜ Service hierarchy. Each row acts like a mini‑service line with quantity and price.
1. Set Up Quick Sale Services
Quick Sale pulls from a special category:
- Go to the Services tab.
- 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.
See Also: For general service‑setup fields, review the Common Fields Guide.
2. Process a Quick Sale
- Click the Quick Sale icon on the main toolbar.
- In the grid, select a Service for each line and enter Quantity.
- Adjust Price/Each if necessary.
- Choose the correct Tax region.
- 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.
See Also: Reports Overview, Production Reports
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.