Sales

The Sales screen is the workstation where you build quotes and orders: you pick products in one of the five category consoles, set the customer, delivery and payment, and print the sale's documents. It is the heart of the counter operation.

Opening the screen

• Menu: Sales → Sales
• Shortcut: Ctrl+Shift+S

The Sales screen can be opened several times at once — each quote or order sits in its own tab on the top bar, so you can serve more than one customer at the same time. Ctrl+W closes only the active tab.

How tabs are labelled

A saved sale appears in the tab bar with a prefix and the order number: Q for a quote (e.g. Q 1234), S for an order (S 1234) and C for a cancelled order (C 1234).

Sale types

Every sale is one of these types, shown to the left of the title:

Type	What it is
Quote	A proposal not yet closed. Can be edited freely and converted to an order.
Order	A completed sale. Starts tracking deliveries and payments.
Quick Sale	A cash counter sale, paid and collected immediately.
Consumed	An internal-consumption order, not charged to a customer.
Cancelled	A cancelled order, kept for reference only.

You move between types from the Save button's menu (see Saving a sale): a quote becomes an order with Convert to order, and Save as… creates a new quote, order or quick sale from the current items.

Quick Sale

A Quick Sale is a special order for cash sales, when registering the customer, payment or delivery is unnecessary or impractical. To create one, use Save → Save as new quick sale, and in the New quick sale window choose the quick-sale customer and the payment method.

On saving:

• Payment for the full total is posted automatically in the chosen method — there is no sale on credit.
• The delivery is set automatically to COLLECTED.
• If the sale is later cancelled, a negative payment for the full total is posted automatically in the same method.

A quick sale is final

Once saved, a Quick Sale cannot be modified. The store must have at least one customer marked as a quick-sale customer to use this feature.

Consumed order

A Consumed order records material used by the business itself, without charging a customer. It does not count as a sale and has no deliveries or payments — use it, for example, to record material spent making other products or on store improvements.

Create it from an already-saved order: on the Info tab, tick Mark as internal consumption. The change is immediate, with no need to save again; to reverse it, simply untick the option. The option appears only for users with the appropriate privilege.

The screen at a glance

The screen has three zones: the toolbar at the top, the category console with its item grid in the middle, and the tabs along the bottom.

Toolbar

Button	Function
New	Starts a blank sale.
Save	Saves the sale. The arrow beside it opens the menu of save types.
Print	Prints the receipt and the sale's documents (see Printing Sales).
Cancel Order	Cancels the order or reverts a delivery.

The title shows the sale type, the Order no., the Total and the Variation (the surcharge or discount accumulated against the pricelist).

Category bar and consoles

Each category is its own console, with its own pricelist and item grid. Only the categories enabled for the current store appear, and you can mix items from several categories in the same sale — the Total adds them all up.

• Miscellaneous — loose products sold per unit.
• Rebar — cut-and-bent steel, sold per kilo.
• Timber — dimensional timber, sold by volume.
• Slabs — beams and blocks for slabs.
• Finishes — coverings sold per square metre.

Tabs

The tabs along the bottom hold the sale's data beyond the items; which tabs are available depends on the sale type. The bar can be collapsed with Hide tabs and reopened with Show tabs.

Open order or quote — searches and loads saved sales. Choose the search field (order no., customer name or nickname, address, city, phone, CPF/CNPJ…) and/or a date range, click Search and open the result with ENTER or a double click.

You don't lose work when opening another sale

If you open a sale over another with unsaved changes, the system warns you and lets you Save, Discard or Cancel before continuing.

Info — shows the sale's status, who created it and who confirmed it with their dates, the Callback date (to follow up quotes still open) and an Observations field. The Mark as internal consumption option and the Cancellation records also live here.

Client — sets the sale's customer. Search for an existing record or use New Customer to register one on the spot; Edit changes the selected record. Blocked customers are flagged. This tab also lets you enter the customer's Next Invoice details.

Commissioned — people who earn commission on this sale. Search and add as many as you need; to remove one, select the row and press DELETE.

Save the order before adding commissioned persons

Commissioned persons can only be added once the sale has been saved. From then on they update in real time, with no need to save again.

Summary — consolidated totals of the items, by category or by item (quantity, price, weight, volume, area and meterage). Useful for issuing invoices, checking against the building plans, or quantifying the order. Updates in real time.

Delivery address and Deliveries — the address and scheduling of this order's deliveries. See Sale Deliveries.

Quick payment — posts payments without leaving the sale. See Payment Modal.

Gross profit — the sale's margin.

Gross profit — coming soon

The Gross profit tab is not yet available: it depends on the migration of cost data (purchase orders), still in progress. For now the tab shows Coming soon.

Working with items

Items are added and edited in the category console. Filling in each console has its own particularities — see each one under Product consoles.

Deleting items

Select the whole row (by clicking the bar at the left of the row) and press DELETE; confirm the deletion. The Total is recalculated at once. To delete several at a time, tick the checkboxes and use Delete Selected.

Items on a delivery

An item already delivered or scheduled for delivery cannot be deleted nor have its price changed. First remove it from the delivery (if only scheduled) or cancel the delivery (if already made).

Quick Price

To apply the same price or variation to many items at once, click Quick Price in the console. In the window:

1. Choose the Group — ALL the items in the current console, or a similar group.
2. Choose to apply the Value as a Price or as a Variation.
3. Enter the value — for example, -10 for a 10% discount or 5 for a 5% surcharge.
4. Click Apply.

The Price/unit and Variation fields are linked: changing one adjusts the other. Delivery-locked items are skipped.

Saving a sale

The arrow beside the Save button opens the save menu:

Option	Result
Save this sale	Saves over the current sale.
Convert to order	Turns the current quote into an order.
Save as new quote	Creates a new quote from the current items.
Save as new order	Creates a new order from the current items.
Save as new quick sale	Creates a quick sale from the current items.

Before saving, the sale must have at least one item and, for orders, a customer and a delivery address.

Locked orders

Once an order is collected or fully delivered, it becomes locked and can no longer be changed. To reuse the items, use Save as new order to create an editable copy.

Variation limits

Each user has authorised surcharge and discount limits, set by order value band. If the total variation exceeds those limits, the Variation value in the title turns red:

• On quotes, this is only a warning — you can save normally.
• On orders and quick sales, saving is blocked. Without the sales management privilege, the alternative is to save the sale as a quote.

Exception: exactly zero total

A sale with a Total of exactly zero (that is, a 100% discount) can always be saved, even outside the variation limits. This allows stock-transfer orders and similar situations.

Cancelling or reverting

The Cancel Order button opens the Cancel window, with two modes (it does not apply to quotes):

• Cancel order — requires a reason. The order stops counting towards deliveries, payments, stock and the customer's balance, and is kept for history only (it can still serve as a template for Save as new order). The action cannot be reversed and the customer's balance is recalculated.
• Cancel / revert delivery — undoes deliveries already entered without cancelling the order, freeing it to be rescheduled. See Sale Deliveries.

Orders already delivered

Cancelling an order with deliveries made before today may require the sales management privilege.

Printing

The Print button produces the sale's receipt and delivery documents; rebar orders can also produce thermal-printer labels. Details, options and offline printing are in Printing Sales.

Product consoles

Each category has its own guide, with the pricing and entry particularities:

• Miscellaneous
• Rebar
• Timber
• Slabs
• Finishes