Once you have completed adding your inventory to your database you are ready to start making sales through the Point of Purchase function in Akada.
To Make a Sale:
From any screen in DanceWorks click on the Point of Purchase tab.
Click Make a Sale.
Use the calendar if you wish to change the date of the invoice.
By default, the invoice will be copied to the Non-School Account or you can use the "Choose a Different Account" link to choose a customer's account to copy the sale to.*
Click the product lookup button to pull up a list of your inventory.**
From the product lookup window click the purchase link to the right of the correct item.
The item description and amount should now be shown on the page.
If needed change the quantity (the total will be updated automatically).
To the right click the Enter Payment button.
The Enter Payment window will appear.
Enter all of the payment information.
Click Enter Payment.
A window will appear giving you the option to enter a new sale or to review an invoice.
Choose "review invoice" to return to the make a sale screen where you can print a receipt.
Clicking Print Invoice gives you the ability to print or email the customer a copy of the invoice.
Additional Options:
Sale On Account - This button allows you to add the unpaid invoice to the customer's account to be paid at a later date. Many schools that sell snacks or drinks use this for their kids and the parents can pay later.
Discount Invoice - Checking this box gives you the opportunity to add a discount to the entire invoice. The discount may either be a dollar amount or a percentage.
Tax Exempt - The tax-exempt box (located under the date on the left) removes any sales tax that may be attached to the item. This can be used if your state or municipality is having a sales tax holiday.
*The "non-school customer" account is an account that is listed in your inactive account list. Point of Purchase invoices is copied to it unless you choose a specific account. It does not count against your total number of students and should not be deleted.
**If you know the product number you can simply type it in the product code field and click the quick add button. Similarly, if you are using a bar code scanner just click in that field and scan the item's bar code. Then click the quick add button. We do not recommend any specific barcode scanner as they are, for the most part, fairly universal.
Returning an Item:
To return an item you will follow the exact same steps laid out above. When finding the item in the product look-up list simply click the return button.
Exchanging an Item:
Again, to exchange items you will follow the same procedures as you would when making a sale. Except this time you will add one product to be "sold" and the one to be returned. Then you will issue a refund or take the payment depending on the amount of the two items. You also have the option of applying for any remaining credit from an exchange to the customer's account.