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Sale","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fsales","en\u002F03.developers\u002F02.typescript-sdk\u002F10.sales",{"title":732,"path":733,"stem":734,"icon":358},"Organization","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Forganization","en\u002F03.developers\u002F02.typescript-sdk\u002F11.organization",{"title":310,"path":736,"stem":737,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Freports","en\u002F03.developers\u002F02.typescript-sdk\u002F12.reports",{"title":739,"path":740,"stem":741,"icon":742},"REST API Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":287,"body":749,"description":1495,"extension":1496,"links":1497,"meta":1498,"navigation":1505,"path":289,"seo":1506,"stem":290,"__hash__":1507},"docs_en\u002Fen\u002F01.guides\u002F07.sales\u002Findex.md",{"type":750,"value":751,"toc":1476},"minimark",[752,759,766,788,793,868,881,885,888,918,938,945,956,961,983,1008,1011,1015,1022,1100,1114,1117,1121,1255,1259,1279,1293,1296,1340,1343,1347,1384,1388,1392,1407,1411,1428,1432,1438,1442,1456,1473],[753,754,755,758],"p",{},[756,757,287],"strong",{}," lets a rental business sell goods as well as rent them out. Think of the memory card a client buys with a camera, the batteries for a microphone kit, or a roll of gaffer tape bought over the counter. Requiply keeps a stock count for each product, takes the goods off the shelf when you sell them, puts them back when a client returns them, and collects the money together with the booking or on its own.",[753,760,761,762,765],{},"Goods for sale live in your normal inventory as ",[756,763,764],{},"Equipment for sale",". They have a flat price and a stock count instead of individual units, and they never appear in availability, the calendar, or the rental items of a booking.",[767,768,769,774],"figure",{},[770,771],"img",{"src":772,"alt":773},"\u002Fassets\u002Fsales\u002Fmanage\u002Fsales-list.png","The Sales list in dark mode. The sidebar shows the new Sales section with Sales and New sale between Inventory and Services. The table has a Search by number, client or item box, a Filter button and a New sale button, and columns No., Date, Client, Items, Booking, Total, Status, Payment and Actions. Sale 5 for Gaffer tape and sale 4 for William Hargreaves are Unpaid, sales 3, 2 and 1 are On booking with links to bookings 22, 21 and 20, and every row shows a Pay in person payment button",[775,776,777],"figcaption",{},[753,778,779,780,782,783,787],{},"The ",[756,781,287],{}," section in the sidebar and the list of every sale. Standalone sales carry their own payment status, sales made on a booking show ",[784,785,786],"em",{},"On booking"," and a link to it.",[789,790,792],"h2",{"id":791},"two-kinds-of-sale","Two kinds of sale",[794,795,796,812],"table",{},[797,798,799],"thead",{},[800,801,802,806,809],"tr",{},[803,804,805],"th",{},"Kind",[803,807,808],{},"Where you record it",[803,810,811],{},"How it is paid",[813,814,815,841],"tbody",{},[800,816,817,823,838],{},[818,819,820],"td",{},[756,821,822],{},"Standalone sale",[818,824,825,828,829,834,835,837],{},[826,827,298],"a",{"href":299}," at ",[826,830,831],{"href":831,"rel":832},"https:\u002F\u002Fapp.requiply.com\u002Fsales\u002Fadd",[833],"nofollow",", or ",[756,836,298],{}," in the mobile app. A walk-in customer, or a client who only needs goods.",[818,839,840],{},"The sale has its own payment: pay in person or an online payment link. An unpaid sale with a client counts as the client's debt.",[800,842,843,848,861],{},[818,844,845],{},[756,846,847],{},"Sale on a booking",[818,849,850,853,854,857,858,860],{},[756,851,852],{},"Sell items"," on a booking, or the sale items in the item list when you ",[826,855,856],{"href":61},"create a booking",". See ",[826,859,146],{"href":147},".",[818,862,863,864,867],{},"The booking collects the rental and the goods in one payment (",[784,865,866],{},"Combined invoice","). The goods total is part of the booking total.",[753,869,870,871,873,874,877,878,860],{},"Both kinds appear in the same ",[826,872,294],{"href":295}," and have their own ",[826,875,876],{"href":303},"sale page"," with a number such as ",[784,879,880],{},"Sale #4",[789,882,884],{"id":883},"turning-sales-on","Turning Sales on",[753,886,887],{},"Sales is off for every organization until an administrator switches it on:",[889,890,891,902,912],"ol",{},[892,893,894,895,828,898,860],"li",{},"Open ",[756,896,897],{},"Settings → Organization → Features",[826,899,900],{"href":900,"rel":901},"https:\u002F\u002Fapp.requiply.com\u002Fsettings\u002Forg\u002Ffeatures",[833],[892,903,904,905,908,909],{},"Turn on ",[756,906,907],{},"Enable sales",": ",[784,910,911],{},"Sell consumables like memory cards and batteries, on bookings or on their own, with stock tracking, reorder notifications and returns.",[892,913,914,915,860],{},"Click ",[756,916,917],{},"Save",[753,919,920,921,924,925,927,928,930,931,934,935,937],{},"Sales is part of the ",[756,922,923],{},"Advanced"," plan. On Core, ",[756,926,907],{}," shows an ",[756,929,923],{}," badge and cannot be switched on, see ",[826,932,469],{"href":933},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Ffeatures#enable-sales",". An organization that moves back to Core keeps its products, stock, and sales, but cannot use them until it is on Advanced again. Scanning product barcodes at the counter uses ",[826,936,182],{"href":183},", also on Advanced. Without it you pick products from the list instead.",[939,940,941,942,944],"note",{},"The feature description mentions reorder notifications, but Requiply does not send them yet. Watch the stock tags on ",[826,943,157],{"href":158}," and the product page instead.",[753,946,947,948,952,953],{},"While Sales is off, the Sales pages are not reachable: opening a ",[949,950,951],"code",{},"\u002Fsales\u002F..."," address takes you to the Features page. Products already created as Equipment for sale stay in your inventory, and their page says ",[784,954,955],{},"Switch on Sales in Settings > Features to see the stock and sales of this equipment.",[957,958,960],"h3",{"id":959},"when-the-sales-pages-do-not-show-in-the-menu","When the Sales pages do not show in the menu",[753,962,963,964,966,967,969,970,973,974,969,976,979,980,982],{},"The sidebar gets a new ",[756,965,287],{}," section with two pages: ",[756,968,287],{}," (",[784,971,972],{},"Sales of goods",") and ",[756,975,298],{},[784,977,978],{},"Record a sale","). If you or your permission group already customized the menu under ",[826,981,630],{"href":631},", that saved layout keeps the menu you built, so the Sales section starts hidden there. Right after you save the feature, Requiply tells you so in a dialog:",[984,985,986,992,997,1002],"ul",{},[892,987,988,989],{},"Title: ",[756,990,991],{},"Sales is on, but not in your menu yet",[892,993,994],{},[784,995,996],{},"You customised your menu, so the new Sales pages stay hidden after saving. Add them to your menu in your account settings.",[892,998,999],{},[784,1000,1001],{},"To show them to all administrators or another user group, add them to that group's menu on the User groups tab.",[892,1003,1004,1007],{},[756,1005,1006],{},"Got it"," closes it.",[753,1009,1010],{},"Open the menu editor from either link and turn the Sales section on. Members without a custom layout see the section straight away.",[789,1012,1014],{"id":1013},"permissions","Permissions",[753,1016,1017,1018,1021],{},"Sales has its own section in ",[826,1019,480],{"href":1020},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fpermission-groups#sales",", with three permissions:",[794,1023,1024,1034],{},[797,1025,1026],{},[800,1027,1028,1031],{},[803,1029,1030],{},"Permission",[803,1032,1033],{},"What it allows",[813,1035,1036,1053,1076],{},[800,1037,1038,1043],{},[818,1039,1040],{},[756,1041,1042],{},"Allow viewing sales",[818,1044,1045,1048,1049,1052],{},[784,1046,1047],{},"Shows sale items, their stock and the list of sales."," The Sales list, sale pages, sale products in the inventory, and the ",[756,1050,1051],{},"Sold items"," of bookings.",[800,1054,1055,1060],{},[818,1056,1057],{},[756,1058,1059],{},"Allow selling items",[818,1061,1062,1065,1066,1068,1069,1071,1072,1075],{},[784,1063,1064],{},"Lets members sell items on bookings and on their own, record payments and returns."," The ",[756,1067,298],{}," page, ",[756,1070,852],{}," and ",[756,1073,1074],{},"Return items"," on bookings, editing and cancelling sales, collecting payments.",[800,1077,1078,1083],{},[818,1079,1080],{},[756,1081,1082],{},"Allow managing stock",[818,1084,1085,1065,1088,1091,1092,1095,1096,1099],{},[784,1086,1087],{},"Lets members add and edit sale items, record deliveries, write-offs and stock counts, and see purchase prices.",[756,1089,1090],{},"Record delivery",", ",[756,1093,1094],{},"Count stock",", and ",[756,1097,1098],{},"Write off"," buttons, the net cost, and the margin figures.",[753,1101,1102,1103,1105,1106,1109,1110,1113],{},"Selling or managing stock includes viewing: while either of them is on, ",[756,1104,1042],{}," is switched on as well and cannot be turned off. The group editor marks it ",[784,1107,1108],{},"Included with: Allow selling items",". The ",[756,1111,1112],{},"Administrators"," group starts with all three on, and you can still change them for that group.",[753,1115,1116],{},"Members without any Sales permission do not see the Sales section, sale products in the inventory, or what was sold on a booking. The booking total still includes the goods.",[789,1118,1120],{"id":1119},"where-sales-shows-up","Where Sales shows up",[794,1122,1123,1133],{},[797,1124,1125],{},[800,1126,1127,1130],{},[803,1128,1129],{},"Place",[803,1131,1132],{},"What changes",[813,1134,1135,1144,1153,1162,1171,1186,1195,1204,1222,1239],{},[800,1136,1137,1141],{},[818,1138,1139],{},[826,1140,294],{"href":295},[818,1142,1143],{},"Every sale, with search, filters, payment, and actions.",[800,1145,1146,1150],{},[818,1147,1148],{},[826,1149,298],{"href":299},[818,1151,1152],{},"Record a standalone sale.",[800,1154,1155,1159],{},[818,1156,1157],{},[826,1158,302],{"href":303},[818,1160,1161],{},"Lines, payment, returns, edit, and cancel.",[800,1163,1164,1168],{},[818,1165,1166],{},[826,1167,306],{"href":307},[818,1169,1170],{},"Adding Equipment for sale, the stock count, deliveries, write-offs, stock counts, and the product page.",[800,1172,1173,1177],{},[818,1174,1175],{},[826,1176,146],{"href":147},[818,1178,779,1179,1181,1182,1095,1184,860],{},[756,1180,1051],{}," row on the booking, ",[756,1183,852],{},[756,1185,1074],{},[800,1187,1188,1192],{},[818,1189,1190],{},[826,1191,59],{"href":61},[818,1193,1194],{},"Sale products can be added while you create a booking.",[800,1196,1197,1201],{},[818,1198,1199],{},[826,1200,157],{"href":158},[818,1202,1203],{},"Sale products are listed with a cart badge and a stock tag.",[800,1205,1206,1210],{},[818,1207,1208],{},[826,1209,120],{"href":121},[818,1211,1212,1213,1215,1216,1071,1219,860],{},"The PDF invoice lists ",[756,1214,1051],{},", and export templates get ",[949,1217,1218],{},"{{bookingSaleItems}}",[949,1220,1221],{},"{{bookingSaleTotal}}",[800,1223,1224,1228],{},[818,1225,1226],{},[826,1227,335],{"href":343},[818,1229,1230,1231,1234,1235,1238],{},"With ",[756,1232,1233],{},"Selling items"," on under ",[826,1236,337],{"href":1237},"\u002Fen\u002Fguides\u002Fonline-booking\u002Fportal-settings#actions",", customers can add products for sale to their booking in an extra step before checkout. Stock is checked, so a customer can never buy more than you have. The booking assistant on the portal and the website widget can offer them too.",[800,1240,1241,1245],{},[818,1242,1243],{},[826,1244,220],{"href":221},[818,1246,1247,1248,1251,1252,1254],{},"Unpaid standalone sales count toward the client's ",[756,1249,1250],{},"Debt",", and the cost of goods toward the client's costs. ",[826,1253,230],{"href":231}," still collects bookings only.",[789,1256,1258],{"id":1257},"in-the-mobile-app","In the mobile app",[753,1260,1261,1262,1264,1265,1268,1269,1271,1272,1276,1277,860],{},"The mobile app has a ",[756,1263,287],{}," tab. It is off by default: open ",[756,1266,1267],{},"More"," and turn on ",[756,1270,287],{}," to pin it to the bottom tab bar, see ",[826,1273,1275],{"href":1274},"\u002Fen\u002Fguides\u002Fmobile-app#choosing-the-tabs","Choosing the tabs",". It appears only while Sales is on and you have ",[756,1278,1042],{},[767,1280,1281,1286],{},[770,1282],{"src":1283,"alt":1284,"width":1285},"\u002Fassets\u002Fsales\u002Foverview\u002Fmobile-sales-tab-uk.png","The Sales tab of the iOS app in the Ukrainian interface. Chips at the top read All, Standalone sales and On bookings. Each row shows the sale number in red, a state tag such as On booking in blue, Unpaid in red or Cancelled in grey, a link to the booking number, the date and time, the client, the items and the total in hryvnias. A cart button with a plus floats above the tab bar, which holds Inventory, Bookings, Sales and More",320,[775,1287,1288],{},[753,1289,779,1290,1292],{},[756,1291,287],{}," tab on iPhone, shown here in the Ukrainian interface. The chips switch between all sales, standalone sales, and sales on bookings, and the cart button starts a new sale.",[753,1294,1295],{},"On mobile you can:",[984,1297,1298,1311,1328,1331,1337],{},[892,1299,1300,1301,1091,1304,1095,1307,1310],{},"browse sales with the chips ",[756,1302,1303],{},"All sales",[756,1305,1306],{},"Standalone sales",[756,1308,1309],{},"On bookings",",",[892,1312,1313,1314,1316,1317,834,1320,1323,1324,1327],{},"start a sale with the ",[756,1315,298],{}," button, pick products by search, ",[756,1318,1319],{},"Scan",[756,1321,1322],{},"Enter code",", and check out (see ",[826,1325,298],{"href":1326},"\u002Fen\u002Fguides\u002Fsales\u002Fnew-sale#in-the-mobile-app","),",[892,1329,1330],{},"open a sale to edit its items, collect the payment, record a return, or cancel it,",[892,1332,1333,1334,1336],{},"sell items on a booking and return them from the booking's ",[756,1335,385],{}," menu,",[892,1338,1339],{},"see a product's stock and history, and link or remove its package barcode.",[753,1341,1342],{},"Recording deliveries, stock counts, and write-offs, and adding new products, are done on the web.",[789,1344,1346],{"id":1345},"through-the-api-and-ai-assistants","Through the API and AI assistants",[984,1348,1349,1362],{},[892,1350,1351,1352,857,1355,834,1359,1361],{},"The public REST API has sale items and sales endpoints, and bookings and quotes accept ",[949,1353,1354],{},"saleLines",[826,1356,1358],{"href":1357},"\u002Fen\u002Fdevelopers\u002Fapi-reference#goods-for-sale-and-sales","API Reference",[826,1360,728],{"href":729}," for the TypeScript SDK.",[892,1363,1364,1365,1368,1369,1071,1372,1375,1376,1381,1382,860],{},"AI assistants connected through ",[826,1366,1367],{"href":647},"AI integrations"," can read ",[949,1370,1371],{},"sale_item",[949,1373,1374],{},"sale"," records, record a standalone sale with ",[756,1377,1378],{},[949,1379,1380],{},"sales_manage",", and add goods to a booking request with ",[949,1383,1354],{},[789,1385,1387],{"id":1386},"common-scenarios","Common scenarios",[957,1389,1391],{"id":1390},"a-camera-rental-shop-that-also-sells-memory-cards","A camera rental shop that also sells memory cards",[753,1393,1394,1395,1397,1398,1400,1401,1403,1404,1406],{},"Switch on ",[756,1396,907],{},", add each card as ",[756,1399,764],{}," with its stock, and give the front desk group ",[756,1402,1059],{},". When a client picks up a camera, add the card to the booking with ",[756,1405,852],{},". It lands on the same invoice and the stock drops by one.",[957,1408,1410],{"id":1409},"a-walk-in-customer-buys-batteries","A walk-in customer buys batteries",[753,1412,894,1413,1415,1416,1419,1420,1423,1424,1427],{},[756,1414,298],{},", add the batteries, leave the client empty or pick one, choose ",[756,1417,1418],{},"Pay in person",", and click ",[756,1421,1422],{},"Add sale",". Mark the payment as completed from the sale's ",[756,1425,1426],{},"Payment"," button once the money is in.",[957,1429,1431],{"id":1430},"warehouse-staff-count-the-shelf-but-do-not-sell","Warehouse staff count the shelf but do not sell",[753,1433,1434,1435,1437],{},"Give the warehouse group ",[756,1436,1082],{}," only. They can record deliveries, write-offs, and stock counts, and see the net cost, but cannot record sales.",[789,1439,1441],{"id":1440},"tips-and-cautions","Tips and cautions",[939,1443,1444,1447,1448,1451,1452,1455],{},[756,1445,1446],{},"Tip:"," Enter the ",[756,1449,1450],{},"Net cost"," of each product. Requiply then shows the margin on new sales, on the product page, and in the ",[756,1453,1454],{},"Profit"," column of a booking's sold items.",[1457,1458,1459,1462,1463,1091,1466,1469,1470,1472],"warning",{},[756,1460,1461],{},"Heads up:"," Stock is allowed to go below zero. Requiply warns (",[784,1464,1465],{},"Stock short by 2",[784,1467,1468],{},"Not enough in stock","), but never blocks a sale, because the goods may be on the shelf even when the count is behind. Correct it with ",[756,1471,1094],{}," on the product page.",[939,1474,1475],{},"Client discounts and booking cost adjustments never apply to goods. They are always sold at their own price.",{"title":1477,"searchDepth":1478,"depth":1478,"links":1479},"",2,[1480,1481,1485,1486,1487,1488,1489,1494],{"id":791,"depth":1478,"text":792},{"id":883,"depth":1478,"text":884,"children":1482},[1483],{"id":959,"depth":1484,"text":960},3,{"id":1013,"depth":1478,"text":1014},{"id":1119,"depth":1478,"text":1120},{"id":1257,"depth":1478,"text":1258},{"id":1345,"depth":1478,"text":1346},{"id":1386,"depth":1478,"text":1387,"children":1490},[1491,1492,1493],{"id":1390,"depth":1484,"text":1391},{"id":1409,"depth":1484,"text":1410},{"id":1430,"depth":1484,"text":1431},{"id":1440,"depth":1478,"text":1441},"Sell consumables such as memory cards, batteries, and gaffer tape next to your rentals: switch on Sales, give your team the Sales permissions, keep stock counts, and record sales on their own or on a booking.","md",null,{"gitbook":1499,"aliases":1503},{"source":1500,"icon":1501,"url":1502},"sales\u002FREADME.md","cart-shopping","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsales\u002Fsales",[1504],"\u002Fknowledge\u002Fsales\u002Fsales",{"title":48,"icon":288},{"title":287,"description":1495},"kYiN-cNWRVQABWFgKWI4mFicbhSr1fSgKALdBYELy3g",[1509,1511],{"title":282,"path":283,"stem":284,"description":1510,"icon":285,"children":-1},"Release notes, announcements, and tips from the Requiply team in the account drawer, plus the push notifications your phone gets when you are assigned a task or service, mentioned, or replied to.",{"title":294,"path":295,"stem":296,"description":1512,"icon":288,"children":-1},"The Sales list: every sale of goods in one table, searchable by sale number, client, or item, filterable by payment state, sale type, date, client, and total, with payment and return actions on each row.",1792585919769]