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How to copy a sale

See how simple and practical it is to copy a sale.

Important

  • This feature is available to Nex subscribers. Learn more about our program subscription plans.

Shall we learn how to clone a sale?

1. On the SALES screen, access the RECORDS tab.

2. Identify the sale you want to copy and click on OPEN - F2.

3. Click on the THREE DOTS (...) then on COPY SALE.

4. The cloned sale will open on the screen. Check the information and click on SAVE (F2).

You can edit the sale before saving, adding or removing new products, applying discounts, adding delivery, changing the customer, among others.

Done! You learned how to clone a sale in Nex.

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Onboarding

  1. Controlar Estoque
  2. Venda Caixa (venda comum)
  3. Cadastrar Cliente
  4. Formas de Pagamento
  5. Troca ou Devolução
  6. Impressão de Etiquetas
  1. Primeros Passos: Vendas, Estoque, Clientes, Caixa, Débitos e Formas de Pagamentos
  2. Conheça Melhor: Vendas, Estoque, Clientes, Caixa, Débitos e Formas de Pagamentos

1. How to Start

Sales, stock control, customer registration, register...

2. Next Steps

Backup, Parked Sales, loyalty system, change currency and more...

3. Everything

Print templates, printing labels, commission report and more...

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Lista completa de Tutoriais

See more Tutorials of  

Sales

How to add products to a sale without going through the quantity field

In this tutorial, you'll learn how to list a product for sale without setting the quantity. You don't need to double-click or press Enter twice to add the product to the sales screen.

How to use service fees on Nex

See how to register and add the service fee to your sales through Nex.

How to register a change or return

Learn how to change or return a product that your customer has purchased.

How to create a sale with delivery details

See how to register a sale on Nex, selecting the products , registering the payment and the delivery address and fee.

How to configure order receipt printing

See how to configure and choose the printing model for an order on Nex.

How to copy an order

See how simple and practical it is to copy an open order.

How to edit an order

See how to edit an order before completing it on a sale.

How to complete an order on sale

See how to complete an online order placed through the Online Catalog on a sale, to make the product(s) available for pick-up or delivery.

How to calculate product weight based on price

See how to calculate the selling weight based on the product price.

How to cancel a sale

See how simple and practical it is to cancel a sale made at the current cash register!

How to configure to require a salesperson at the moment of the sale

See how to define a mandatory requirement for a salesperson at the time of sale.

How to use the customer's credit on a sale

See how simple it is to use the available credit in the customer's account to complete a sale.

How to edit or cancel a sale on the current register

See how to edit or cancel a sale made on the current open register on Nex.

How to sell fractional products

See how to sell products fractionated with Nex, the process is very practical.

How to apply discount on the payment screen

See how to give a discount when finalizing the sale and inform the payment method. ​

How to apply discounts on the total value of a transaction

See how easy it is to edit and apply a discount to the total value of a sales transaction, order or quote.

How to apply discounts on products

See how simple it is to edit and apply a discount to just one product in a transaction.

How to register tax rates or fees

Customize Nex according to your local tax regulations or create and apply fees to individual orders or products during a transaction.

How to set the change limit

See how to set the maximum amount of change that can be returned to the customer at the end of a payment transaction in your system.

How to configure a product for fractional sales

See how to configure a product to carry out a fractional sale, this way you can sell this product in parts of a unit. For example: kg, meters, liters, among others...

How to make a debt payment

Learn how to pay a debt registered in your customer's registration within Nex.

How to work with change in Nex

See how easyit is to calculate the change on your sales and ensure that your clients always receive back the correct amount.

How to apply discounts

See how to give discounts on sales and pay debts quickly.

How to configure payment methods

See how to create, change, deactivate and configure payment methods other than the default ones used by Nex.

How to leave change as credit to a customer

See how simple it is to leave the change from a sale payment as credit for a customer.

How to record a sale on debt (on credit/pending payment)

Learn how to record a sale registering the amount to be paid later on the customer's account, also known as sale on credit.

How to configure receipt template printing

See how to configure and choose a receipt printing model on Nex. Additionally, see how to register or change name, address, CNPJ and other store details on the receipt.

How to create a sale

See how to register a sale on Nex, selecting the products and registering the payment.

How to create an order

See how to work with orders on Nex and operate with counter sales or reserve products for your customers.

How to configure a debt limit for a customer

You can set a debt default limit for all customers or set a custom debt limit for a specific customer. In addition, it is possible to configure so that a customer cannot record a debt.

How to change the salesperson at the moment of the sale

See how to select the selasperson during a sale.

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