Tracking in Cash Sales
Just wondering how other businesses handle cash sales? I would say 80% of our business are cash sales. Some are large and regular customers, others may be one offs. These all go through the one ...
Forum Discussion
Forgive my ignorance...I've never used the sales side before!
But how can I change the name in the cash sale account to search by?
Hi NewJob101,
No worries, when you’re putting sales through the software, you’ll need to link each one to a customer card. Also, there’s no built-in option for a “generic” card or an anonymous customer, as the system is set up to track individual customer details. If you need a quick crash course on the sales feature, I recommend having a quick read through the Entering Sales article.
If you’re just after a simple way to handle sales for customers you don’t need to track, a handy workaround is to make a “Generic Customer” card and put those sales under that. It keeps things straightforward without cluttering up your records with extra customer cards.
Regards,
Genreve
