Create and plan your sales or services on melba
Creating a sale consists of listing the products that you plan to sell.
You can associate a customer, a date, and thus make sales forecasts before sending the corresponding quotes or producing the tasks concerned.
A newly created sale therefore has the status of "created" and can be edited as long as it is not sent.
There are several methods to create sales, depending on how the establishment works:
To be listed for sale, a product must have sales information.
To do this, go to the "sales information" section of the item's page, then add a sale price .
Sales are accessible in the Sales tab of the main menu
The drop-down title in the header displays the Sales View by default.
To create a new sale:
To add a product previously created and already present in the melba database
To add a product not present in the melba base
Option mainly used for products that represent a non-food service (e.g. room rental)
On melba, it is possible to add a comment to each sale. This feature is useful for anchoring specific information and logging it. For example, in the context of the use of melba by multiple people within an establishment, the comments make it possible to transmit information relating to the sale.
To add a comment to a sale: