How to Make a Wholesale Transaction on Tracepos

Making accurate wholesale transactions is vital for efficient inventory management and sales tracking on Tracepos. In this guide, we’ll walk you through the process step-by-step to ensure seamless recording of your wholesale transactions.

Step 1: Access the Sales Section

1. On the left navigation menu, click on “Sales” to access the Sales section in Tracepos.

Step 2: Select “Make a Sale”

1. In the Sales section, click on “Make a Sale.” This will take you to the Sales Register, where you can ring up sales on Tracepos.

Step 3: Choose Register Mode

1. In the Register Mode section, select “Wholesale” as the mode. This ensures that the transaction is recorded as a wholesale sale.

Step 4: Add Items to the Sale

1. Select the desired products and add them to the Sales Register.

Step 5: Repeat Steps 3 and 4

1. Repeat steps 3 and 4 for all the products the customer wants to purchase.

Step 6: Adjust Quantities

1. If necessary, adjust the quantities or apply discounts to specific products.

Step 7: Choose a Payment Method

1. Select the appropriate payment method, such as cash, debit card, or credit card, based on the customer’s preference.

Step 8: Enter the Amount Tendered

1. Enter the amount of money the customer is paying for the wholesale purchase.

Step 9: Add a Payment

1. Click the “Add Payment” button to record the payment for the sale.

Step 10: Add a Customer

1. It is compulsory to add a customer for wholesale transactions on Tracepos. Begin typing the customer’s name in the “Select Customer” text box, or click the “New Customer” icon if they are not yet registered in Tracepos.
2. Provide the required information for the new customer, including their first name, last name, address, phone number, email address, and gender. Click the “Create Customer” button to add them to Tracepos.

You can also learn more about how to create customers by clicking the Learn how to create customers here link .

Step 11: Complete the Sale

1. Once all the necessary details have been entered, click the “Complete” button to finalize the wholesale sale.

Step 12: Print the Receipt

1. If desired, you can print a receipt for the customer as a record of the wholesale transaction.

Conclusion: Recording wholesale transactions accurately is essential for effective inventory management and financial tracking. By following these step-by-step instructions, you can easily register wholesale transactions on Tracepos. Remember to add customer information and double-check all details before completing the sale.