Documentation

Van Sales

Mobile sales operations - Manage sales from your van or mobile sales team.

Overview

Van Sales allows you to manage mobile sales operations where your sales team takes products to customers. This is useful for door-to-door sales, events, or delivery-based sales models.

Setting Up Van Sales

Step 1: Access Van Sales

  1. From main menu, click SalesVan Sales
  2. Click "New Van Sale" button

Step 2: Select Branch and Customer

Sale Details

  • Source Branch - Branch where stock is allocated from
  • Customer - Customer making the purchase
  • Sale Date - Date of the sale

Step 3: Add Products

Select products from van stock and add to sale:

  1. Choose product and variant
  2. Enter quantity
  3. Set price (if different from standard)
  4. Add more products as needed

Step 4: Process Payment

Record payment method and amount received.

Step 5: Save and Close

Save the van sale. When physical operations are complete, close the van sale.

Van Sale Status

Status Meaning
Open Van sale in progress
Closed Van sale completed and finalized
Cancelled Van sale cancelled

Closing a Van Sale

When the day's sales are complete:

1

Access Van Sale

Go to Van Sales list and open the active van sale

2

Review Transactions

Check all sales transactions are recorded

3

Close Van Sale

Click "Close Van Sale" button

4

Stock Updated

Stock levels are automatically updated

Best Practices

Stock Management: Ensure van has sufficient stock allocated before starting sales.
Daily Operations: Close van sales at end of each day to update inventory.

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