Sales Management

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Overview

The Sales module is the core of Inventario, allowing you to quickly process transactions, track customer purchases, and automatically update inventory levels. The system includes automatic IVA (tax) calculation, payment tracking, and support for both quick sales and registered customers.

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Key Features

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How Sales Work

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Sale Information

Each sale contains:

• Customer: Name (quick sale) or registered customer
• Products: One or more products with quantities
• Payment Method: Cash or bank transfer
• Bank & Reference: For transfer payments
• Sale Date: Automatically recorded
• Seller: The user who processed the sale
• Total Amount: Calculated with IVA included

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Automatic Calculations

The system handles complex pricing automatically:

1. Base Price: The selling price you set for each product
2. IVA Amount: 19% tax calculated on base price
3. Final Unit Price: Base price + IVA
4. Line Subtotal: Final unit price × quantity
5. Sale Total: Sum of all line subtotals

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Creating a New Sale

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Today’s Sales Total

The sales form displays your total sales for the current day, helping you track daily performance in real-time.

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Managing Existing Sales

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Viewing Sales

The sales list shows:

• All sales and extra income entries
• Customer name or “Final Consumer”
• Sale date and time
• Total amount
• Payment method
• Seller name
• Quick action buttons

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Sales Details

Click on any sale to view:

• Complete customer information
• Product breakdown with quantities and prices
• Base price, IVA amount, and final price per product
• Payment details (bank and reference if transfer)
• Subtotal, total IVA, and grand total

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Editing Sales (Admin Only)

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Deleting Sales (Admin Only)

To remove a sale:

1. Click Delete next to the sale
2. Confirm the deletion
3. Stock is automatically restored for all products in the sale

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Payment Methods

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Cash Payments

The simplest payment method:

• Select “Cash” as payment method
• Complete the sale
• No additional tracking required

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Bank Transfers

For electronic payments:

1. Select “Transfer” as payment method
2. Enter the bank name (e.g., “Banco de Chile”)
3. Enter the transfer reference number
4. This information appears in reports and sale details

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Customer Management in Sales

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Quick Sales (Anonymous)

For walk-in customers:

• Simply type any name in the customer field
• The sale processes normally
• No customer history is tracked

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Registered Customers

For repeat customers:

1. Start typing the customer name
2. The system suggests matching customers
3. Select from the list
4. The sale is linked to their customer record

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Creating Customers During Sales

You can register a new customer while creating a sale:

1. Click “Create New Customer” in the sales form
2. Enter customer details (name, phone, document)
3. The customer is saved and automatically linked to the sale

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Extra Income Tracking

Besides product sales, you can register other income:

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Types of Extra Income

• Delivery: Delivery fees charged to customers
• Service: Service fees
• Labor: Manual labor charges
• Other: Any other income not from product sales

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Recording Extra Income

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Stock Alerts

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Automatic Warnings

After completing a sale, you’ll see alerts for: Zero Stock Products: Products that are now out of stock Low Stock Products: Products below the threshold (5 units)

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Invoice Generation

Inventario can generate PDF invoices for sales:

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Invoice Contents

• Your business information (configured in settings)
• Customer name
• Sale date and ID
• Product breakdown with prices
• Base subtotal
• IVA amount (19%)
• Total amount
• Payment method

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Generating an Invoice

1. View the sale details
2. Click Generate PDF or Print Invoice
3. The invoice opens in a new window
4. Print or save as needed

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Search and Filters

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Searching Sales

Quickly find sales by:

• Customer name
• Date range
• Sale ID

The search function provides real-time results as you type.

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Pagination

Sales are displayed 7 per page for easy navigation. Use the page controls to browse through your sales history.

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Sales Reports

View detailed sales reports including:

• Total sales by period
• Sales by seller
• Payment method breakdown
• Best-selling products

See the Reports section for more details.

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Multi-User Support

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Admin View

Admins see:

• Their own sales
• All sales from their sellers
• Complete editing and deletion rights

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Seller View

Sellers see:

• Only their own sales
• View-only access (cannot edit or delete)
• Can create new sales

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Best Practices

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Troubleshooting

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Product Shows Insufficient Stock

If you get a “not enough stock” error:

1. Verify the current stock level
2. Check if another user is selling the same product
3. Review recent sales for errors
4. Adjust product stock if needed

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Customer Not Found in Search

If a customer isn’t appearing:

1. Check that the customer is marked as “active”
2. Try searching by phone or document number
3. Verify you’re searching the correct customer database (admin owns all customers)

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Total Seems Incorrect

If the sale total doesn’t match expectations:

• Remember that prices include 19% IVA
• Check the base price of each product
• Verify quantities are correct
• Review the sale details breakdown

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Related Features

• Products - Manage your product catalog and pricing
• Clients - Register and manage customer information
• Returns - Process product returns and refunds
• Reports - Analyze sales performance and trends