Many pharmacies sell to regular customers on account (آجل) and buy from suppliers on account too. Dawak keeps both in one place, in Accounts, so you always know who owes you and whom you owe.
Customers on account
Selling on account
- At the point of sale, add the items and press Pay.
- Choose On account.
- Search the customer by name or phone, or press Add a customer if they are new.
- Check the line under the name: what they owe now, and what they will owe after this sale.
- Press Confirm sale.
Nothing goes into the cash box: the amount is owed by the customer until they pay it.
A sale on account needs an internet connection, because the system checks what the customer already owes. When you are offline the option is hidden, so choose another method or wait for the connection.
A credit limit
Open the customer in Accounts and set a credit limit. A sale that would take them over it is refused. Leave it empty for no limit.
When the customer pays
- Open Accounts, then Customers, then the customer.
- Press Receive a payment, type the amount (it can be part of what they owe), choose cash, card or wallet, and save.
The money goes into the matching place (cash box, bank or wallet) on the day you receive it, not on the day of the sale.
A wrong payment is voided, never deleted: it stays on the statement crossed out and the amount is owed again.
Returns
Goods returned from a sale on account lower what the customer owes. No money is paid out. Read Sales and returns.
Money they owed before Dawak
When you add a customer you can enter what they owed before you started using Dawak. It is the first line of their statement.
Suppliers on account
Every shipment you receive is owed to the supplier until you pay it, so buying on account needs no special step: receive the shipment as usual and pay later from Accounts.
To know when each shipment must be paid:
- Open Purchasing, then Suppliers, and edit the supplier.
- Set Payment terms (days), for example 30.
From then on every shipment from them gets a due date: its invoice date plus those days. In Accounts you see:
| What you see | Meaning |
|---|---|
| You owe suppliers | The total of all balances |
| Overdue (in red) | The part past its due date |
| Due … under a supplier | The date the next payment falls due |
Payments settle the oldest debt first, then the next. Read Suppliers.
Permissions
| Permission | Allows |
|---|---|
| Sell at the point of sale | Choosing On account, and finding or adding a customer |
| View accounts | Seeing the balances and statements |
| Manage accounts | Receiving customer payments, setting credit limits, voiding |
Tip: once a week open Customers in Accounts, sort by who owes most, and call them. The phone number is one tap away.