The Sales page is the record of all your invoices. From it you search, review, reprint and refund.
Search by invoice number
The invoice number is printed on the receipt like this: S-000042. Type S-000042, 000042 or 42 in the search box and the invoice appears at once.
Search by customer
On every sale you can write the customer's name and phone (optional) in the payment screen. In the Sales search box, type a name or phone (or part of it) to find that customer's invoices; their name and phone also show on the invoice and the receipt. A sale on account uses the customer you chose.
Note: when you search by number, Dawak looks through every day, so you do not need to know the invoice's date.
Today and this month
Cards at the top of the page show today's and this month's sales, returns and net, with the number of invoices and the average invoice. They do not change with the filters.
Filters
Press the filters button (the sliders icon) beside the search box: a panel slides in from the side. A small number on the button tells you how many filters are on.
| Filter | What it does |
|---|---|
| Period | Quick choices (today, yesterday, last 7 days, this month, last month) or your own From / To dates |
| Payment method | Cash, card or wallet |
| Cashier | One person's sales |
| Branch | If you have more than one branch |
| Returns | All, invoices with returns (returns given in the chosen period, whatever day the sale was), or those with none |
| Total from / up to | Invoices between two amounts |
The sales table shows, for each invoice, the number, date, customer, cashier, payment method, items, total, returns and net, and follows the filters you chose. Press Clear filters to go back to today's sales.
The invoice details
Tap any invoice to open a large popup with all of its details: the cashier, branch, date and time, payment method, the customer, the amount paid and the change given, the discount, and each medicine with its price and how to take it. Tap a medicine's name to open its page. Returns appear below, and the cash drawer the sale went into (whose drawer, when it was opened) with a link to it, so you can tell which sale a drawer's cash came from.
The Receipt tab shows the receipt as printed. Press Print to print it, or Return items to record a return.
Customer returns
When a customer brings a medicine back:
- Open their invoice.
- Press Return.
- Choose the items and quantities coming back.
- Say whether the item goes back into stock (if it is intact and sealed) or not (damaged).
- Choose the refund method and write the reason.
- Confirm. The return is recorded and shows on the invoice.
Important points:
- A return needs the "Refund sales" permission.
- You cannot refund more than was sold, or more than what is left after earlier returns.
- If the refund is in cash and your drawer is open, it comes out of your drawer.
- A sale made on account is returned against the customer's account: what they owe goes down and no money is paid out. Read Selling and buying on account.
- Every return appears in the activity log under the name of who did it.