How to add an item to a sale

Add an item to the sale

• Add an stock item to the sale:
  If the item is from stock, type or scan the stock number in the stock number field. Press tab.
  Note: If the item is from stock but you do not know its number,click on the word 'stock no' to search for the stock item. Refer to Advanced Search.
  Special Note: Swim does cater for using the suppliers barcode rather than the Swim stock number. If you scan or type into the stock number field on a sale the supplier code or suppliers barcode, the corresponding stock number will appear on the sale.

• Add a non-stock item to the sale:
  If the item is not from stock, click into the 'non-stock item' field and type in the description of the item, press tab.
  

• Selecting a Non stock item from the list: You can also search for pre-defined non stock item templates (i.e non stock item drop down list). To search, click on the search icon next to the non stock item field (the magnifying glass). Search for the item and then click on the item to select it to add it to the sale.
  Note:  To speed the search, you can enter the first few letters of the word into the non stock item field, before hitting the search icon (i.e magnifying glass). This will then search on non stock items with those letters. To clear the search, it the 'x' next to the search field. To close the search, hit the 'x' at the top right.
  

• For both stock and non-stock items:
  
  1. Type in job description (optional). Press tab.
  2. Type in any discount or the price of the product. Press tab.
  3. Click 'Add Item'.
  4. Repeat steps to add further items.

Edit or Remove an item off a sale

If you have made a mistake, you can click 'edit' ' on the right of the item and change the price or quantity. You can also click remove to remove the item off the sale.
Note: These options are only available when the sale is not finalised (i.e has a status of deposit to 'posted' with a lower-case 'p').