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Sales & Customers
Updated this week

The Sales & Customers section is a core part of the platform, allowing you to manage sales transactions, issue invoices, track cash registers, handle customers and promotions, and manage online store orders.

Sales & Customers Features:

    • Used for issuing and managing sales invoices, collecting outstanding amounts from customers, creating quotations, and other operations.

    • Provides details on balancing, surpluses, shortages, collected amounts by payment method, and printing closure reports.

    • The invoice list allows you to track all sales invoices and returns across all sales channels (Rewaa POS, online stores like Salla & Zid if integrated). From this section, you can collect outstanding payments, export invoices as an Excel file, and perform other actions.

    • In the promotions section, you can design and manage various types of promotions that meet customer needs and enhance sales. The system allows you to create two main types of promotions:

      • Direct discounts on product prices.

      • Discounts on specific products when purchasing other items

    • If you have integrated an online store (e.g., Salla or Zid), all incoming orders will be displayed here. You can manage orders, issue invoices, and ensure they are correctly reflected in your sales reports

    • The customer list allows you to add and manage customer data, collect outstanding amounts, and export customer data as an Excel file.

ℹ️ To view a customer's statement, install the Accounting application.

    • Custom settings for POS and online store orders (Salla, Zid) allow you to configure settings, arrange receipts, choose product display options on the POS screen, and manage other features.


FAQs

  1. Can I add multiple cash registers?

    • Yes, you can add unlimited cash registers. Learn more.

  2. How can I use a closed cash register?

    • To open a closed cash register:

      1. Click Open Register.

      2. Enter the opening balance.

      3. Click Open Register. Learn more.

  3. Can I issue a partially paid invoice?

    • Yes, you can issue invoices based on the payment type:

      1. Fully paid sales invoice.

      2. Partially paid or multi-payment sales invoice.

      3. Credit (deferred payment) invoice.

  4. How can I issue a credit note?

    • A credit note is issued when returning a sales invoice or correcting errors. It can apply to:

      1. Fully paid invoices.

      2. Partially paid invoices.

      3. Credit invoices.

      4. Specific product or quantity returns. Learn more.

  5. How can I sell at wholesale prices?

    • Select the price type on the cashier screen. Learn more.

  6. Can I hold a sales transaction and resume it later?

    • Yes, after adding products in the cashier screen, click Hold Sale. Learn more.

  7. How can I apply discounts to invoices?

    • Rewaa offers two discount types:

      1. Product-specific discounts. Learn more.

      2. Full invoice discounts. Learn more.

  8. Can sales be processed offline?

    • Yes, sales can continue offline under certain conditions. Learn more.

  9. How can I add or withdraw cash from the register?

    • Use the Add/Withdraw option on the cashier screen. Learn more.

  10. Can I add products to inventory through the register?

    • Yes, enter the new product name in the search field, click Add Product, and fill in the required details. Learn more.

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