Selling from a van

The driver signs in with their user and lands on the van home screen. The buttons at the bottom are Home, Invoices, New Sale, Payments and Stock.

Open the day#

Tap Open Day at the start of the round. The home screen then shows the business date, today's sales, the number of invoices and the cash expected. A van can have one open day at a time. While the day is open, the device shares its location for the Van center and van monitor.

Visit customers#

The Route Customers list shows the customers on the van's route. Tap Directions to navigate there, or Sell to start a sale. Add creates a new customer on the spot.

Sell#

1. Tap New Sale (or Sell on a customer) and choose the customer.
2. Tap Add Item for each item, with its quantity and, for batch items, the batch.
3. Choose the Sale Type: Cash with the payment mode, or Credit with the payment term. A credit sale records the full amount as receivable.
4. Add a bill discount if allowed, check the summary and save. Print or share the invoice.

Van sales are normal invoices from the van's warehouse. Cash taken goes to Undeposited Funds, until it is deposited in the bank (see Bank deposits).

Collect payments and take returns#

• Collect Payment: receive money against the customer's open invoices.
• Credit notes: choose the items to credit and a reason, for example damaged goods or a pricing error.

Van stock#

• Van Stock: what is in the van now.
• Accept Stock: receive stock sent to the van from the store.
• Transfer: send stock out of the van, for example unsold goods back to the store.

Close the day#

1. Tap Close Day. The Cash Expected is shown.
2. Enter the Cash Collected: the cash you actually hand in. The difference is shown.
3. Add a note if there is a difference, and confirm. The location is recorded if the phone allows it.

The Daily Report on the home screen can be printed or emailed to the office.