Crosstally | Help Center
Sales
Adding Sales

To accurately record your business income and track your financial inflows, you can easily add new sales transactions. Follow these steps:

1. Navigate to Sales:

Locate and click on the Sales option in the main menu.

2. Add a New Sale:

Click on the Add Sale button. Enter the details for your new sale, including the sale date, customer information, products sold, quantities, prices, and any additional notes.

3. Save Changes:
Click the Save button to confirm the addition of the new sale.

Deleting Sales

To remove sales that are no longer needed, follow these steps:

1. Navigate to Sales:

Access the Sales section from the main menu.

2. Select the Sale:

Click on the sale you wish to delete.

3. Delete Sales:

Look for the Delete option. Confirm the deletion when prompted.

Editing Sales

If you need to modify the details of a sale transaction, follow these steps:

1. Navigate to Sales:

Go to the Sales section from the main menu.

2. Select the Sale:

Click on the sale you want to edit.

3. Edit Sale:

Look for an Edit button. Update the sale date, customer information, products sold, quantities, prices, or any other relevant information.

4. Save Changes:

Click the Save button to confirm your changes.