Creating Sales & Returns in coreSTORE

Created by Ezra Weinstein, Modified on Tue, 29 Nov 2022 at 03:42 PM by Hannah Harris

Hot Keys

The F1 and F4 keys on your keyboard will take you directly to the sales interface.

Navigate to the Sales view:

Making An Exchange

An Exchange can be made by entering a return Item and a sale item in the same transaction.

How to Enter a Sale or Return Item

The sale/return button located to the right of the "Item" field Is used to switch between sales and returns. Any Items entered in Sale mode will be entered as sale items.

If you select Return, it will change to return mode. Any items entered in return mode will be entered as return items.

Create a return from a sale

Instead of adding the items one by one you can also scan the receipt into the lookup receipt field if you click the ... menu. Once you and all the items from that sale will be pull the reciept up you can click the Create Return button and the transaction will be retrieved in a RETURN mode.

Attach Customer

Select a customer from the dropdown:

Email Receipt?

There are a few ways before and after a sale is complete to indicate that you want to email the receipt to the customer.

Email Receipt

You can quickly and easily send an email receipt by clicking on "E-Mail Receipt?" after adding a customer with an email address associated with it.

Among other options, if you want to email a receipt after a sale has been processed you can click "Email Receipt" on the Sales Receipt Screen.

Scan Item

OR: Scan item while the cursor is in the Item field.

Search for item

Manually type item name or number in the item field and select from the dropdown:

Search for Item

Manually type item name or number in the item field and select from the dropdown:

Using the Item Grid

Open the grid by clicking Show Grid.

Select a category:

Select a sub-category:

Other Actions ("..." button)

There are many features that can be accessed via the other actions button ("..." button).

Suspended Sales & Layaway

You can Suspend a sale by clicking on the Suspend Sale button.

You should select either layaway or estimate. Estimate does not subtract items from inventory whereas layaway does.

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