Create a Sale in the Sales Tab

The Sales tab is your dedicated space for creating, managing and tracking your sales transactions.

Whether you're starting a new sale or tracking current opportunities, this tab gives you access to all the information you need to optimize your sales process. 

To access the sales list, click on Sales > Sales. If you wish to access a sale, click on it.

If you wish to access other options, look to the right of all sales and you will see the following options: 

• View a summary of the sale;
• Print;
• Duplicate;
• Delete.

In the case of invoices, the Trash button, which allows you to delete the sale, is not available.

If you wish to create a new sale, click on the red +Add button in the right corner of the page.

A Point of Sale page opens. You must enter the following information to start a sale: 

• Create/modify a new client;
• Select or modify a vehicle.

If you wish to continue a sale that has not yet been finalized, look for the Estimate # in the top right-hand corner.