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Sawaka Help Center

Making a sale

Record a sale with products and bundles, take payment, complete it, then download the invoice and receipt.

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Every transaction with a customer is recorded as a sale. A sale moves through a few statuses: Draft (still editable), Approved, then Completed, which is when stock goes down.

Start a new sale

  1. Click New Sale at the top of the page, or open Sales in the sidebar and click New Sale.
  2. Choose the Stock Location: the store or warehouse the goods leave from. Next time, the location you used last is picked for you.
  3. Choose the Customer. You can add a new customer straight from the picker.

Add products and a bundle

  1. Type a product name or SKU in the search box and click the product.
  2. Bundles show a Bundle label and go in as one line with their own price.
  3. Change the quantity on a line if needed.
  4. Click Save to go to payment.

Take the payment

  1. The payment Method and the Received amount are filled in with the total due.
  2. Customer paying two ways? Click Add payment.
  3. Customer paying part now? Change the Received amount. The rest can be paid later from the Payments tab.
  4. Click Save. You land on the sale’s detail page.

Approve and complete

  1. A new sale is a Draft and can still be changed. Click Approve once it’s right.
  2. Click Complete. This is when stock goes down. For a bundle, each component’s stock goes down.

Download the invoice and receipt

  1. On the sale’s detail page, click Download Invoice. A PDF invoice downloads, listing every item including what’s inside each bundle.
  2. Open the Payments tab.
  3. On the payment’s row, click Print Receipt. A PDF receipt for that payment downloads.

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