How to create an order

Important

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• An order, also known as a counter sale, is a sales process where payment is processed after entering the products. This method is widely used in stores with counter sales (such as pharmacies and hardware stores) where payment is made at the checkout register at the end. Any product added to an order will have its stock reserved, waiting for payment completion to deduct the stock and record the incoming cash in Nex.

Let's learn how to create an order?

1. On the Sales screen, click on New Order - F4.

2. Click on Customer - F5 if you wish to link a customer to this order.

3. Select the customer and then click on Ok.

4. Select the desired product, enter the quantity, and press Enter on your keyboard to add the item to the order.

You can search for the product by description or code, or click the arrow to the right of the field to view the full product list.

5. Click on Save - F2 in the lower left corner of the screen.

See here how to apply a discount.

Let's learn how to complete an order as a sale?

6. On the Sales screen, access the Open orders tab.

This is where you will find your orders awaiting payment. At this stage, there is no financial movement in your cash register or stock deduction from your store, as the products are in reserved stock.

‍7. Identify the order you want to complete and click on Open - F2.

8. Click on Pay/Complete - F2.

9. Select the payment method and click on F2 Finish.

Done! Your order has been completed as a sale.

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