Create a new sale
To create a new sale, click on New Sale within the Sales and Purchases tab of TidyStock.
Begin by selecting the Customer, by typing in a few characters, or by using the search
function. If you are entering a sale for a new Customer, then first navigate to the Customers section using the 
Link. Here, you can Quick Add a customer.
Select the Customer Contact if desired. Also override the Sale Number, Location, and Delivery Address if needed.
In the 'More Settings' section, you can also add a description (for internal use), and an invoice note, and customer reference. You can also override the Currency and Customer's default pricing level, if you have enabled pricing levels for your organization, and the sale date.
When entering Material items, after you type the first few letters of an item, a set of choices for items containing those letters is displayed. This is a very quick and efficient way to select and add items.
By selecting the search icon 
, you can instead bring up a dialog to display a filtered set of inventory items, and select from the list (see below).
The 
icon will open a pop-up box that allows you Quick Add a material item for the sale. For more information on adding material items, read Global settings - Materials - Add or edit materials.The Unit Price used for the item is that calculated based on the Pricing Level as it applies to the Customer (set with the drop down in the 'More Settings' section above), combined with the Quantity Break defined for the item (if any) in the Material items screen. Read Inventory - How to add quantity breaks to materials.
If desired, you can override this price. Information about the Quantity Breaks for the item is supplied when you hover over the Unit Price. If there is a Stock Level warning, it will appear when you hover over the 'Qty' field.To add a new line item, use the
icon. As you build up the sale items, the Total Margin for the sale is shown at the bottom of the screen. Selecting 'show breakdown' displays the line item breakdown next to each line of the sale form. When you add an item the Average Unit Cost is used at the Cost Price when calculating the margin, displayed at the bottom of the screen.
When you have finished, you can then perform one of the following actions:
This saves the current work as a draft. You can later modify (or cancel) the sale before invoicing.
This saves the sale as a 'Quote' for transmittal to the Customer. If the Customer accepts, then the sale can be invoiced at that point.
This saves the sale as an 'Order' which can be used for indent orders, back orders or as a sales order that may need to be approved or converted to a sale at a later date.
Alternatively, you can 'Save and Invoice' and if there is insufficient stock to complete the sale, you will be given further options to save the sale as an order until the stock arrives etc.
This commits the sale, and sends the invoice to Xero or Reckon (if applicable).
If you have insufficient stock of all material items, you will have the option to either save the sale as a draft, or save the sale as On Order, which will be completed when all of the material items are available.
If only certain material items have insufficient stock, you also have the option to Sell the available items and put the remaining items on backorder. To learn more about this, read Sales - Back order.
You will also have the option to Discard the unavailable items, which will limit the sale to only the items which are available.
Once you perform one of these actions, the Sales List is displayed, including the sale you just entered.