Creating a Transaction - Revision history

Optiwiki: /* Selling */

2023-05-31T08:59:42Z

‎Selling

2023-05-31T08:59:00Z

‎Selling

2023-05-31T08:55:46Z

‎Confirming a Transaction

2023-05-31T08:54:25Z

‎Confirming a Transaction

2023-05-31T08:54:12Z

‎Confirming a Transaction

2023-05-31T08:49:29Z

2022-03-10T15:03:22Z

2022-03-10T15:03:07Z

2022-02-28T11:18:55Z

‎Confirming a Transaction

2022-02-28T11:13:39Z

‎Confirming a Transaction

@@ Line 18: / Line 18: @@
 *Select the appropriate Product Category, Supplier and Product.
 *Enter a price, if necessary, and press Enter.
-*Repeat the above for as many different products as needed. To help you with this, if you want to sell an similar product, a '+' symbol will appear at the end of each entry in the product grid. This will create a new product with the same Type and Category as the one selected. You can then enter the remaining details as normal.
+*Repeat the above for as many different products as needed. To help you with this, if you want to sell a similar product, a '+' symbol will appear at the end of each entry in the product grid. This will create a new product with the same Type and Category as the one selected. You can then enter the remaining details as normal.
 *Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

@@ Line 18: / Line 18: @@
 *Select the appropriate Product Category, Supplier and Product.
 *Enter a price, if necessary, and press Enter.
-*Repeat the above for as many different products as needed.
+*Repeat the above for as many different products as needed. To help you with this, if you want to sell an similar product, a '+' symbol will appear at the end of each entry in the product grid. This will create a new product with the same Type and Category as the one selected. You can then enter the remaining details as normal.
 *Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

@@ Line 49: / Line 49: @@
 *Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
 *Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
 *Cancel - Will cancel the popup and return the patient to the main Cash screen.
 *Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.

@@ Line 32: / Line 32: @@
 As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.
-<center>[[image:SaleConfrimMay23.png|border|500px]]</center>
+<center>[[image:SaleConfrimMay23.png|border|400px]]</center>
 When you have done this you will be presented with a Confirmation Popup. Details on the popup are:

@@ Line 32: / Line 32: @@
 As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.
-<center>[[image:SalesConfirmation2022.png|border|500px]]</center>
+<center>[[image:SaleConfrimMay23.png|border|500px]]</center>
 When you have done this you will be presented with a Confirmation Popup. Details on the popup are:

@@ Line 7: / Line 7: @@
 No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.
-<center>[[image:CashTransaction2022.png|border|900px]]</center>
+<center>[[image:CashMay23.png|border|900px]]</center>
 ==Selling==