How to perform a sale in Swim

Overview: To facilitate seamless sales transactions in Swim, users have two options: 'Quick Sale' and 'New Sale.' This article provides step-by-step instructions for both methods, highlighting the importance of building a comprehensive customer database through 'New Sale.' Additionally, it covers essential steps for recording sale details and finalising transactions.

Quick Sale: Creating a quick sale is ideal for transactions without capturing customer details. This can be done through the sales menu or the main menu.

Steps:

1. Click on 'Quick Sale'
2. Enter your user password and press enter.
3. Input items and payments (refer to Record Sale Details below).

Note:

• If a quick sale is made, the sale's name will be 'Cash Sale.'
• You can change the sale name later by going to 'Sales Menu' > 'Transfer Customer Name on Sale.'

New Sale - Selecting a Customer: This option allows you to create a sale with customer details, essential for various transaction types.

Steps:

1. Click 'New Sale'
2. Enter your password and press enter.
3. Search for the customer by typing their first and/or last name.
   • If found, click on the customer name to highlight.
   • If not found, add a new customer (see below).

Adding a Customer:

1. Fill in remaining fields (e.g., street, phone).

2. Click 'Add New Customer' or 'Add & Edit New Customer' for additional information.

   • Save after adding any extra details.

3. Click on the type of sale you want to make (e.g., Layby, Insurance Account, Account Sale).

Recording Sale Details: The process of recording items sold and payments made is consistent across all sale types.

Steps:

1. Add items to the sale.
   • For stock items, type or scan the stock number.
   • For non-stock items, type the description.
   • Enter optional job description and price, then click 'Add Item.'
2. Edit or remove items as needed.
3. Optionally, enter a discount for the entire sale.
4. Enter payment details.
   • Type in the amount and select the payment type.
   • Repeat for multiple payments.

Finalize Sale:

1. Print a receipt or job packet/repair slip.
   • Click 'Print Sale and Exit' to print and return to the main menu.
   • Click 'Exit Sale' to finish the sale and return to the main menu.
   • Click 'Cancel Sale and Exit' to cancel the sale and return to the main menu (no record).

By following these comprehensive steps, users can efficiently navigate Swim's sales features, ensuring accurate recording and smooth transaction processing. If further assistance is required, please consult our support resources or contact our Swim support team.