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Sales can be made either in school or online (subject to a licence for the SCOPAY online payment module). Whilst a transaction containing stock controlled items is taking place, the items will be considered as reserved items and cannot be resold. Record the sale of products via the Income screen. If a product is not in stock, an Order will automatically be created. |
Recording the Sale of a Stock Product in School
- Click on the Income tab
- Select the blue Sales button
- Select the relevant product group then select the product to sell e.g. Cardigan 24”
- Select the Pupil's name when prompted
- Click OK
- Select any additional items if required (these will then be listed in the top half of the Income screen)
- Select Total
- You will see a message asking Are you delivering the stock products immediately?
- Select Yes or No
- If Yes, an Order will be opened and completed straight away, no further action is required
- If No, an open Order will be created
- Select the method of payment (Cash, Cheque, Credit/debit for BACS or On account to deduct the funds from the pupil's SCO pre-payment account)
- If you have selected Cheque or Credit/debit as the payment method, the Details window is displayed with the pupil’s surname in the Enter details/reference box
Add any extra details here - for example, the name on the cheque, if different from the pupil's name, and/or the cheque number - Click Done
- If you have selected the option to be prompted to print receipts, you will see this message now.
Select Yes or No as required. - If a product is not in stock, a message will be displayed warning that the item is currently out of stock and the system will automatically create an order.
Refer to the relevant sections here:
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