How to create sales from a template

Create sales or services from a model of calibrated products in the desired quantities

Published on 03/18/2022Hind Andaloussi

Why create sales from models?

The template is a nifty way to create sales with a recurring pattern.

It is therefore very concretely:

  • A selection of products, recipes or articles
  • That we are going to calibrate, i.e. enter the quantities that we are going to manipulate
  • To automatically generate the corresponding sale or service
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How to use the models?

The model: a selection of products to handle freely and simply

How to create a sale from templates?

Templates are accessible in the  Templates tab of the main menu

To create a sale from a template, you must:

  1. Create a model
  2. Add products via the " + " at the bottom left
  3. Adjust recipe quantities and units
  4. Click on the  Add to sales button in the other actions menu
  5. Select the destination sale if there is one;
    Where
  6. Create a new sale by clicking  Sell

Upon validation, the user is automatically redirected to the sale created.