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One to Many
Outlets and sales sources
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Outlets and sales sources

Add your shops and branches, and track where each sale came from.

Overview

An outlet is a shop, branch or sales desk that sells from a warehouse; a sales source records how a sale came in.

Offline selling settings

Settings → Offline selling has three parts: Invoicing (when an order gets its invoice), Sales sources and Outlets.

Figure 2.1  Settings → Offline selling

Add an outlet

  1. 1Under Outlets, click Add outlet.
  2. 2Enter the name, a short code, phone and address.
  3. 3Pick the Warehouse the outlet sells from and, if needed, more warehouses in Also sells from.
  4. 4Click Save.
Figure 2.2  Adding an outlet
Figure 2.3  Outlets with their warehouse

Sales sources

Sources tell you how a sale came in: Walk-in, Phone, WhatsApp, Salesman, Dealer, Exhibition. Rename them, switch off the ones you do not use, or add your own. Orders and reports can be filtered by source and outlet.

Figure 2.4  Sales sources, one switched off

When orders are invoiced

Choose At dispatch (the invoice is made when the order ships) or When the order is made (right away, as in a shop). Each outlet can follow the company setting or its own.

Figure 2.5  Changing the invoice point asks you to confirm