This article / video will go through how to do a Quick Cash Sale
The scenario is that the Dealership has the part/s in stock, the customer is taking the parts now and the Dealership does not want to record who the customer is
Video
How to do a Quick Cash Sale
- From the Blackpurl Header - Click
and then select SELL PARTS & ACCESSORIES
This is to sell Stock On Hand parts to an unknown customer (Cash Sale), you DO NOT need to Select Customer
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238481/original/D7quOUW_SnbTT2vGMqByfDrMiQKPADwqDA.png?1600793195)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238481/original/D7quOUW_SnbTT2vGMqByfDrMiQKPADwqDA.png?1600793195)
- This will open up PARTS & ACCESSORIES section for you to search or scan for the parts the CASH SALE customer wishes to purchase
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238482/original/jBklajysvBKfO1VBIfMuEA0U9cEbJJwxOQ.png?1600793206)
- Click in Scan or search to add a part, kit, fee or merchandise field so you can search/scan for the relevant part
In this example our CASH SALE customer is purchasing a Brake Pad that is on the shelf
To add the part to the Customer Order:
To scan - just scan the barcode on the part OR search for the part by typing your search keyword - Brake Pad
The system will start listing the search results that match then click on the relevant Brake Pad
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238483/original/wSWnk7sOc4MW1FnEMRxrLrnFHWwRlqTxIA.png?1600793215)
Click to select which Brake Pad they are buying
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238483/original/wSWnk7sOc4MW1FnEMRxrLrnFHWwRlqTxIA.png?1600793215)
- Once the part has been added > type in QTY NEEDED > change the PRICE as required
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238492/original/7nYlh1XviRskFVVKOvl6SpwXLeTU4z9MIA.png?1600793224)
If customer is buying additional items, go back to Step 3 and add all the items they are purchasing to the Customer Order
- The Customer Order is now complete and you need to process the payment from the Customer.
From the Checkout section > click on ![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238494/original/5b4MRoCjVB33fj9psvaKW3FDcLvDJC6J7Q.png?1600793232)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238494/original/5b4MRoCjVB33fj9psvaKW3FDcLvDJC6J7Q.png?1600793232)
Choose A Payment Method > type in the amount for that Payment Method > click ![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238495/original/_z2qliqYf1jCzSqBqxHqn_n3H22P5Q4Lmw.png?1600793247)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238495/original/_z2qliqYf1jCzSqBqxHqn_n3H22P5Q4Lmw.png?1600793247)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238518/original/THYAZvGFk17YxH_oQcEAAe5PyDFUO7wnHw.png?1600793380)
You can process multiple Payment Methods > just choose your Payment Method and type in the amount payable by that payment method / then choose another Payment Method for the next payment until full amount of the Customer Order is complete
- Once the Customer Order has been paid in full and the Balance Due area changes to GREEN
Click
with the option to Print Invoice or Email Invoice to customer
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238497/original/UZyArYQzanOmRK9g3zf5CzaBJT4u3dPb5g.png?1600793274)
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238498/original/Ion10D66Y6Zvdbm4IzkU3vTtQimPCxiu7Q.png?1600793285)
- Once the Customer Order is finalised, no further changes can be made as the status is now CLOSED and a new Invoice History section has been added
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007238499/original/shW-okR1IiTtieov-xyMNfzBcTy2lbi5rA.png?1600793304)
Remember this is a Cash Sale so this Customer Order will not list on any Customer Record