Find, close or cancel a sale
Find a sale
- In the left menu, click Sales, then Sales in the side menu.
- Filter by Company, Sale status or Period, or search by client or animal.
- Click View sale to open the Sale details.
The details show the status of the sale in four cards (Commercial, Financial, Stock and Execution) and the sections Items, Execution, Instructions, Fulfillment, Documents, Returns and Payments.
Close a sale
Closing makes the items and prices final. In the Sale details, click the arrow next to Save, then Close sale, and confirm. To receive at the same time, use Receive payment instead.
Cancel a sale
Click the arrow next to Save, then Cancel sale, and confirm Cancel this sale?.
warning
Cancelling cannot be undone. If you cancel by mistake, record the sale again.
Done
The sale shows the new status in the Commercial card and in the sales list.