Send goods on approval

Let a customer take goods home before they pay. The goods go out on an approval note. The customer keeps some, and brings the rest back. You bill what they kept.

Send goods out

1. Click On approval under Sell in the menu.
2. Click New approval note.
3. Under Customer, select the customer. The customer must be on file.
4. Under Items, search for each product and add it. Change the Qty.
5. Under Details, choose Why: On approval, or Delivered, bill to follow.
6. Add a Note if you want to.
7. Click Send the goods out.

The stock leaves as soon as you save. Click Print or PDF, or Send on WhatsApp, to give the customer a copy.

Take goods back

1. Click the approval note in the list.
2. Click More, then Take goods back.
3. Under Back, enter how many of each item came back.
4. Click Put it back on the shelf.

The goods go back into stock. It is not a return, as they were never sold.

Bill what the customer kept

At the POS, open Quotations & approvals and open the approval note. The goods kept go onto the bill.

Good to know

• The tabs show Out, Settled, Cancelled and All approval notes.
• Out over a number of days shows the notes to chase. They are marked Out a long time in the list.
• Nothing delivered? Click More, then Cancel approval note. Every item goes back into stock.
• From a quotation, click More, then Send on approval. The quoted prices are kept while the quotation is valid.
• A product kept by batch or by IMEI cannot go on approval. Bill it instead.