Sales: Recording and Reviewing Sales Transactions
Review completed transactions to understand what sold, to whom, and when.
What this area is for
Sales is your record of completed transactions. It’s where you review what sold, to whom, and when.
Where to find it
Main menu → Sales
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What to pay attention to
- Customer: Helps you understand who buys and supports follow-ups.
- Date: Drives reporting and reconciliation.
- Session (optional): Groups sales from an event like a market day.
- Line items + adjustments: Explains totals and profitability.
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Common workflows
A) Find a sale and verify details
- Use search and filters (date range, customer, session).
- Open the sale details to confirm items, totals, and any discounts/charges.
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B) Create a one-off sale (not POS)
If you’re not running a live selling session, you can add a single sale from the Sales page.
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Tips / common gotchas
- If you run a market day or event, use a session so reporting stays clean (see Live Sales / POS).
- If totals look surprising, check adjustments (discounts/charges) and item quantities first.