How to Quickly Sale Creation & Invoice Generation in Fit+club App

Generating a new sales invoice in Fit+club is a fast and efficient process, enabling you to record transactions on the go.

Feature Overview #

The Sales Management feature allows you to:

• Initiate new sales invoices rapidly.
• Customize general invoice details like voucher number, date, and due date.
• Select existing parties (customers) or create new ones during the sales process.
• Add multiple products or services from your catalog to the invoice.
• Ensure accurate billing and record-keeping for every transaction.

Step-by-Step Instructions: #

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Sales Section:
   • From the bottom navigation bar of the app, tap the “Sales” icon. This will take you to the main Sales dashboard, which displays an overview of your sales metrics (e.g., Revenue, Orders, Profit), as seen.
3. Start a New Sale (Create Invoice):
   • On the Sales dashboard, locate and tap the “+ Sale” button at the bottom right corner of the screen.
   • This action will navigate you to the “Create Invoice” screen, which is the starting point for generating a new sales transaction.
4. Manage General Invoice Details:
   • Upon entering the “Create Invoice” screen, you’ll see the “General” section with pre-filled details:
     • Voucher Number: An automatically generated invoice/voucher number (e.g., SI/AB000018).
     • Voucher Date.
     • Due Date.
   • To modify these details, tap the “Edit” button (usually at the top right of the “General” section). This will open the “Edit General Details” pop-up, where you can:
     • Change the Invoice Number.
     • Adjust the Invoice Date using a calendar picker.
     • Set a custom Due Date or select “None.”
   • After making changes, tap “Save” to confirm.
5. Select or Add a Party (Customer):
   • Under the “Party” section, tap “+ Add Party”.
   • You will be taken to the “Select Party” screen. Here you can:
     • Select an Existing Party: Choose from your list of existing customers.
     • Quickly Add a New Party: If the customer is new, tap the “+ New” button (at the top right) to create a new party profile on the spot.
   • Once a party is selected, you’ll return to the “Create Invoice” screen with the party’s details populated.
6. Add Products/Items from Catalog:
   • Under the “Product” section, tap “+ Add Items”.
   • This will open the “Select Product” screen, where you can:
     • Search for Products: Use the search bar to find specific products from your catalog products.
     • View Product Details: Each listed product shows its name, code, sales price, and current stock quantity.
     • Quickly Add New Product: If the item isn’t in your catalog, you might have a “+ New” button (at the top right) to quickly create a new product entry (similar to the “Edit Item” screen).
     • Select Products: Tap on the products you wish to add to the invoice. After selecting, you’ll likely be prompted to enter the quantity for each.
   • Once products are added, you’ll return to the “Create Invoice” screen, where the selected items will be listed with their respective prices and calculated totals.
7. Finalize and Save the Invoice:
   • After all parties and products are added, review the invoice details on the “Create Invoice” screen (which will now show a summary of items and total amounts).
   • Locate and tap the “Save” or “Create Invoice” button (usually at the bottom of the screen) to finalize the sale and generate the invoice.

This structured workflow ensures that you can efficiently manage your sales process from initiation to invoice generation within the Fit+club mobile app.