Stockpile Inventory System Tips: Entering a Sales Transaction

Create a Sales Transaction in the System

Who has access to Perform this task: Owner, Manager, Base user

Steps

1. Login to the website at https://signup.canvusapps.com/login.
2. Make sure the correct location is selected. If the user has access to multiple locations, click on the current location displayed in the Header next to the company name and select the location.



3. At the home page, click on the button.
4. The 'Remove from Existing' page will load. In the Find field, enter the name of the product. A list of existing items will be displayed below. Click on the product name from the list.



5. The 'Remove from Existing' page will refresh and display the selected item. Select the radio button if it is not already selected.
6. Enter in Quantity sold in the Quantity field.
7. Enter in Unit Sale price in the Unit Sale field.
8. Enter in a Comment about the Sale in the Comments field.
9. Click on the button to record the sale in Stockpile.