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Batch Transactions

Steps to add a transaction for a customer outside of a round, for example, for a depot sale.

Written by Noel

Batch transactions allow you to record a sale for a customer without it being part of a round. This is useful for depot sales or any other transaction that takes place outside of a scheduled delivery.

Create a new batch

  1. Click Customers, then click Batch Transactions.

  2. Click New.

  3. A new entry will appear in the data grid. On this entry:

    • Enter the required date.

    • Enter a reference.

  4. Click Save.

Add products via Quick Entry

With the row selected in the data grid:

  1. Click Quick Entry.

  2. Click the binoculars button next to the Customer No field.

  3. Search for and select the customer this transaction applies to.

  4. Click Find Product and search for the product you want to add.

  5. Enter a quantity.

📌Note: Repeat steps 4 and 5 for each product you want to add to the transaction.

  1. Once all products have been added, click Process Entries.

  2. Switch back to the Batch Transactions screen — the grid will have updated with the quantities.

  3. Click Complete Batch to create the transactions.

  4. A Create Invoices dialogue will appear:

    • Click Yes to create the invoice now.

    • Click No to create the invoice during the next invoice run.

View the transactions

  1. Search for the customer.

  2. Click Transactions.

  3. Click Get Transactions.

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