Copying Sales
|
<< Click to Display Table of Contents >> Navigation: Sales Management > Copying Sales |
Copying sale information from the Sales Manager is useful if you want to correct a sale. You can void the first sale, copy the sale and re-post it with the correct information. Copying sales from the Customer Manager is useful for customer reorders.
From the Sales Manager
To copy sales from the Sales Manager:
| 1. | Press the Sales MGR button on the Toolbar. |
| 2. | Set the First Date and Last Date to select a date range for the sale you are looking for. |
| 3. | Select the Sale you want to copy. |
| 4. | Press the Copy Sale button. |
From the Customer Manager
To copy sales from the Customer Manager:
| 1. | Press the Customer button on the Toolbar. |
| 2. | Find the customer you are looking for. |
| 3. | Press the Items tab on the Customer Manager. |
| 4. | Select the Sale you want to copy. |
| 5. | Press the Copy Sale button. |
RetailEdge will automatically open a Sales Screen and copy all sale information into the Sales Screen including customer, items, discount, shipping, and notes information.