Module 12 · Specialist · 9 min read

Selling in the field

You will be able to: Make a sale with price, discount and payment choices; Apply the credit-limit check; Complete and print an invoice offline.

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  • Self-check: not taken not done yet
  • Lesson complete not done yet

The Sell tab works like a small invoice screen. Choose the customer, then search or scan items and add them. The price comes from the customer's price list. Change the quantity, price or discount only if you are allowed to. A warning appears if you sell more than your stock holds; your stock is the pack plus everything this device has done since.

How the customer pays

  • Pay the full amount now.
  • Pay part of it now and leave the rest on credit.
  • Put it all on credit.
  • A cash customer must pay in full.
The Field Sales invoice panel with one item added, showing net, VAT, total in dirhams, the payment choices Cash, Card, Bank Transfer and On credit and the Complete and print button.

Add items, choose how the customer pays, then Complete and print.

Add items, choose how the customer pays, then Complete and print.

Press Complete and print. The invoice gets the next reserved number, is saved on the device and the print window opens. Reprint is available later from the Today tab, even offline.

Credit limits

When a credit sale would take the customer over their credit limit, a supervisor must approve it: type the supervisor's name. A credit limit of 0 means no limit, as in the office system. The check uses what the customer owes now: the balance at the moment of download plus credit sales and minus collections and credit notes made on this device since.

The Field Sales Sell tab with a customer chosen, showing what the customer owes against the credit limit, and the box to scan or search an item.

Choose the customer: the balance and credit limit show at once.

Choose the customer: the balance and credit limit show at once.
Credit checkCustomer limit AED 5,000.00. Balance at download 3,800.00. Earlier today you made a credit invoice of 600.00 and collected 500.00, so the exposure is 3,800 + 600 − 500 = 3,900.00. A new credit sale of 1,200.00 makes it 5,100.00, which is over the limit by 100.00. The sale can go ahead only with a supervisor's name. If the same sale were 1,000.00 on credit, the exposure of 4,900.00 stays inside the limit.

Typing a supervisor's name is a record, not a check. The device cannot confirm a PIN offline, so the office reviews these approvals later.

What the invoice posts when it is sent

Nothing is posted at the moment you sell, because the device has no connection. When the invoice is sent, the office posts it as an ordinary Sales Invoice, so the usual entries follow: the customer (or cash or card account) is debited, Sales and VAT Output are credited, and cost of goods sold and inventory move for stock items. A document sent late keeps the date of the sale, not the date it arrived.

Posting a field invoiceInvoice taxable AED 1,000.00 with 5% VAT = 1,050.00. Customer pays 400.00 in cash and the rest on credit. When sent: debit Cash 400.00, debit customer 650.00, credit Sales 1,000.00, credit VAT Output 50.00.
Watch outThe period lock applies when the document is sent. If the invoice date falls in a closed accounting period, the office refuses it. Close the field day the same day to avoid this.
TipThe Today tab lists everything made on this device with its status. Refused documents show the reason there.

Try it in the demo

  1. In Field Sales on the demo, open the Sell tab and pick a customer.
  2. Add two items by search or scan and read the stock warning if one appears.
  3. Choose how the customer pays and press Complete and print. Check that the invoice shows its reserved number.
  4. Open the Today tab and find the invoice with its status.
Open the live demo

Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.

Key takeaways
  • Price comes from the customer's price list; cash customers pay in full.
  • Over-limit credit sales need a typed supervisor name.
  • The invoice gets its final number at once and posts when sent.
  • A late document keeps the sale date.

Check yourself

5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.

1. A cash customer may take the goods and pay part of the invoice later.

2. An invoice has taxable 1,000.00 plus 5% VAT. The customer pays 400.00 cash. What does the customer owe after posting?

3. What date does a late-sent document keep?

4. Why is a typed supervisor name used for over-limit credit sales?

5. A customer has a credit limit of AED 5,000.00 and exposure of 3,900.00. A credit sale of AED 1,200.00 is raised. What happens?

Previous: Starting the day: PIN, stock and numbersNext: Collecting money and taking returns

Practice questions for this module · Printable study sheet