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Müşavir

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How to add a sale by hand

Last updated: · Plans: Starter and above

Steps

  1. Open Satışlar

    Choose Satışlar (Sales) in the side menu.

  2. Start a new sale

    Click Yeni Satış (New sale).

  3. Pick the customer

    Type the customer's name, e-mail or phone in the search box and choose them from the list.

  4. Save the sale

    In the Yeni Satış Oluştur (Create new sale) form, enter the services and the amount, then save with Satış Oluştur (Create sale).

This article shows how to record a sale that did not start from a quote. Labels in the panel are in Turkish; the English meaning is given in brackets.

Common issues

What if the customer is not in the list?

Create the customer first; the Müşteri detayından yeni müşteri ekle (add a new customer from the customer page) link in the window takes you there.

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