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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":298,"body":749,"description":1374,"extension":1375,"links":1376,"meta":1377,"navigation":1384,"path":299,"seo":1385,"stem":300,"__hash__":1386},"docs_en\u002Fen\u002F01.guides\u002F07.sales\u002F02.new-sale.md",{"type":750,"value":751,"toc":1356},"minimark",[752,760,771,799,813,818,821,831,896,920,924,949,974,981,993,997,1048,1062,1066,1069,1104,1114,1118,1123,1149,1152,1166,1170,1179,1256,1270,1280,1284,1289,1303,1307,1317,1321,1327,1331,1345],[753,754,755,756,759],"p",{},"The ",[757,758,298],"strong",{}," page records a sale of goods that is not part of a booking: a walk-in customer buying batteries, or a regular client who only needs a new memory card. Requiply takes the goods off the stock, opens the payment, and gives the sale its own number.",[753,761,762,763,766,767,770],{},"To sell goods ",[757,764,765],{},"together with a rental",", add them to the booking instead, so the client pays once: see ",[768,769,146],"a",{"href":147},".",[753,772,773,774,777,778,780,781,783,784,789,790,793,794,798],{},"Open it from ",[757,775,776],{},"Sales → New sale"," in the sidebar, the ",[757,779,298],{}," button on the ",[768,782,294],{"href":295},", or at ",[768,785,786],{"href":786,"rel":787},"https:\u002F\u002Fapp.requiply.com\u002Fsales\u002Fadd",[788],"nofollow",". You need ",[757,791,792],{},"Allow selling items"," in your ",[768,795,797],{"href":796},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fpermission-groups#sales","permission group",". Members who can only view sales are sent back to the Sales list.",[800,801,802,807],"figure",{},[803,804],"img",{"src":805,"alt":806},"\u002Fassets\u002Fsales\u002Fnew-sale\u002Fnew-sale-form.png","The New sale page in dark mode. On the left under Required Info: the Items selector with two orange chips, Duracell AA batteries (4-pack) and SanDisk Extreme SD card 128GB, a Scan a barcode field with an Add button and the hint or scan with a barcode \u002F QR scanner, the Payment dropdown set to Pay in person, the Client selector with Emily Radcliffe and a Create client button, the hint An unpaid sale with a client counts as the client's debt, and the Add sale button. On the right the Sale preview: Sale date 9\u002F29\u002F2026 23:29, the client, Payment method Pay in person, three battery packs at $6.50 and one SD card at $29.00, Items $48.50, Margin $20.90 in green and Total to pay $48.50",[808,809,810],"figcaption",{},[753,811,812],{},"A sale of three battery packs and a memory card, paid in person. The preview shows the margin because this member can manage stock.",[814,815,817],"h2",{"id":816},"what-youll-see","What you'll see",[753,819,820],{},"The page has two columns.",[753,822,823,826,827,830],{},[757,824,825],{},"Left, the form"," under ",[757,828,829],{},"Required Info",":",[832,833,834,847],"table",{},[835,836,837],"thead",{},[838,839,840,844],"tr",{},[841,842,843],"th",{},"Section",[841,845,846],{},"What it holds",[848,849,850,861,878],"tbody",{},[838,851,852,858],{},[853,854,855],"td",{},[757,856,857],{},"Items",[853,859,860],{},"The product selector, then the scan field (see below).",[838,862,863,868],{},[853,864,865],{},[757,866,867],{},"Payment",[853,869,870,871,874,875,770],{},"The payment method: ",[757,872,873],{},"Pay in person"," or one of your connected ",[768,876,877],{"href":531},"payment providers",[838,879,880,885],{},[853,881,882],{},[757,883,884],{},"Client",[853,886,887,888,891,892,770],{},"An optional client, picked from the list or created with ",[757,889,890],{},"Create client",". The hint under it: ",[893,894,895],"em",{},"An unpaid sale with a client counts as the client's debt",[753,897,898,901,902,905,906,909,910,912,913,916,917,770],{},[757,899,900],{},"Right, the Sale preview",": ",[757,903,904],{},"Sale date"," (now, updated while the page is open), the client, the ",[757,907,908],{},"Payment method",", one row per product with its image, price, and quantity, then ",[757,911,857],{},", ",[757,914,915],{},"Margin",", and ",[757,918,919],{},"Total to pay",[814,921,923],{"id":922},"adding-products","Adding products",[753,925,926,929,930,932,933,936,937,940,941,944,945,948],{},[757,927,928],{},"From the list."," Open the ",[757,931,857],{}," selector (",[893,934,935],{},"Select items and quantities","). It lists your active ",[757,938,939],{},"Equipment for sale"," with the price, a stock tag such as ",[893,942,943],{},"17 in stock"," or, in red, ",[893,946,947],{},"Out of stock (0)",", and a quantity field. Tick a product and set how many. Each chosen product becomes an orange chip with a cart icon.",[753,950,951,954,955,957,958,961,962,965,966,969,970,973],{},[757,952,953],{},"By scanning."," With ",[768,956,182],{"href":183}," on (Advanced plan), a ",[757,959,960],{},"Scan a barcode"," field sits under the selector. Scan the manufacturer barcode on the package or a product's SKU with a USB or Bluetooth scanner, or type the code and click ",[757,963,964],{},"Add",". Each scan adds one; scanning the same product again adds one more. A code that matches nothing shows ",[893,967,968],{},"No sale item has this code",", and an archived product shows ",[893,971,972],{},"{name} is archived and cannot be sold",". Without the Advanced plan the field is replaced by an upgrade button.",[753,975,976,977,980],{},"Prices come from the product's ",[757,978,979],{},"Sale price",". Client discounts never apply to goods.",[982,983,984,985,988,989,770],"note",{},"Selling more than the stock count is allowed. The list shows how many will be left, and the stock goes below zero if you sell more than Requiply counted. Fix the count later with ",[757,986,987],{},"Count stock"," on the ",[768,990,992],{"href":991},"\u002Fen\u002Fguides\u002Fsales\u002Fitems-and-stock#stock-movements","product page",[814,994,996],{"id":995},"choosing-how-the-client-pays","Choosing how the client pays",[832,998,999,1009],{},[835,1000,1001],{},[838,1002,1003,1006],{},[841,1004,1005],{},"Method",[841,1007,1008],{},"What happens when you save",[848,1010,1011,1027],{},[838,1012,1013,1017],{},[853,1014,1015],{},[757,1016,873],{},[853,1018,1019,1020,1023,1024,1026],{},"A pending payment for the total is added to the sale. Mark it ",[757,1021,1022],{},"Completed"," from the sale's ",[757,1025,867],{}," button when the client has paid.",[838,1028,1029,1032],{},[853,1030,1031],{},"An online provider (Mono, LiqPay, WayForPay, Stripe)",[853,1033,1034,1037,1038,1041,1042,1044,1045],{},[893,1035,1036],{},"A payment link is created when you record the sale."," After saving, Requiply shows ",[893,1039,1040],{},"Payment link created",", and the link is on the sale's ",[757,1043,867],{}," button to copy and send. If the provider fails: ",[893,1046,1047],{},"The payment provider did not create a link. Try again from the sale.",[753,1049,1050,1053,1054,1057,1058,1061],{},[757,1051,1052],{},"LiqPay needs a client with an email",", because LiqPay sends its invoice by email. With LiqPay chosen and no such client, the page shows ",[893,1055,1056],{},"LiqPay sends the invoice by email. Choose a client with an email"," and ",[757,1059,1060],{},"Add sale"," stays disabled.",[814,1063,1065],{"id":1064},"the-client","The client",[753,1067,1068],{},"A client is optional. Leave it empty for a walk-in customer. With a client:",[1070,1071,1072,1087],"ul",{},[1073,1074,1075,1076,1078,1079,1083,1084,1086],"li",{},"the client's name links from the sale and the ",[768,1077,294],{"href":295},", with the ",[768,1080,1082],{"href":1081},"\u002Fen\u002Fguides\u002Fclients#client-hover-card","client hover card",", and the ",[757,1085,884],{}," filter finds all their sales,",[1073,1088,1089,1090,1093,1094,1096,1097,1099,1100,1103],{},"an unpaid or partly paid sale adds its balance to the ",[757,1091,1092],{},"Debt"," row on ",[768,1095,220],{"href":221},". Collect it from the sale's own ",[757,1098,867],{}," button: ",[757,1101,1102],{},"Settle debt"," covers bookings only.",[753,1105,1106,1108,1109,1113],{},[757,1107,890],{}," opens the usual client dialog and selects the new client when saved. Opening the page with ",[1110,1111,1112],"code",{},"?clientId="," in the address, for example from a link, preselects that client.",[814,1115,1117],{"id":1116},"saving","Saving",[753,1119,1120,1122],{},[757,1121,1060],{}," is enabled once at least one product is on the sale. On save, Requiply:",[1124,1125,1126,1133,1140,1143],"ol",{},[1073,1127,1128,1129,1132],{},"records the sale and its number: ",[893,1130,1131],{},"Sale #6 recorded",",",[1073,1134,1135,1136,1139],{},"takes the quantities off the stock (a ",[893,1137,1138],{},"Sold"," entry in each product's stock history),",[1073,1141,1142],{},"opens the payment in the chosen method,",[1073,1144,1145,1146,770],{},"takes you to the new ",[768,1147,1148],{"href":303},"sale page",[814,1150,915],{"id":1151},"margin",[753,1153,1154,1155,1158,1159,1161,1162,1165],{},"Members with ",[757,1156,1157],{},"Allow managing stock"," see ",[757,1160,915],{}," in the preview: the items total minus the ",[757,1163,1164],{},"Net cost"," of the products. When one of the products has no net cost, the margin is not shown. Members without that permission never see costs or margin.",[814,1167,1169],{"id":1168},"in-the-mobile-app","In the mobile app",[753,1171,1172,1173,1175,1176,1178],{},"Open the ",[757,1174,287],{}," tab and tap the cart button to start a ",[757,1177,298],{},". It has two steps:",[1124,1180,1181,1222],{},[1073,1182,1183,1186,1187,1190,1191,1194,1195,1198,1199,1057,1202,1205,1206,912,1208,912,1211,1214,1215,1218,1219,770],{},[757,1184,1185],{},"Items:"," search the products, tap ",[757,1188,1189],{},"Scan"," to use the camera, or ",[757,1192,1193],{},"Enter code"," to type a barcode or SKU (",[893,1196,1197],{},"Type the barcode or SKU printed on the package.","). Set quantities with ",[757,1200,1201],{},"−",[757,1203,1204],{},"+",". Each product shows ",[893,1207,943],{},[893,1209,1210],{},"Out of stock",[893,1212,1213],{},"16 left after this sale",", or ",[893,1216,1217],{},"Short by 2",". The bottom bar shows the count and total; tap it or ",[757,1220,1221],{},"Go to checkout",[1073,1223,1224,1227,1228,912,1231,1233,1234,1236,1237,912,1240,1243,1244,1246,1247,1249,1250,1252,1253,770],{},[757,1225,1226],{},"Checkout:"," the ",[757,1229,1230],{},"Summary",[757,1232,867],{}," method, and ",[757,1235,884],{}," (",[757,1238,1239],{},"Choose a client",[757,1241,1242],{},"Remove client","), then ",[757,1245,919],{}," and, for stock managers, ",[757,1248,915],{},". Tap ",[757,1251,964],{}," to save: ",[893,1254,1255],{},"Sale #7 added",[800,1257,1258,1263],{},[803,1259],{"src":1260,"alt":1261,"width":1262},"\u002Fassets\u002Fsales\u002Fnew-sale\u002Fmobile-sale-items-uk.png","The first step of New sale in the iOS app, Ukrainian interface. A stepper shows step 1 Items. Under a product search field are Scan and Enter code buttons. Four products are listed with photos, SKUs, prices in hryvnias and minus and plus buttons: batteries with 2 chosen and 36 left, a microphone windscreen with 10 in stock, gaffer tape with 22 in stock, and an SD card with 1 chosen and 31 left. The bottom bar reads 3 pcs, 1,010.00 hryvnias",320,[808,1264,1265],{},[753,1266,755,1267,1269],{},[757,1268,857],{}," step on iPhone, in the Ukrainian interface. Chosen products show how many will be left; the bar at the bottom carries the count and total to checkout.",[753,1271,1272,1273,1276,1277],{},"Closing the screen with products picked asks ",[893,1274,1275],{},"Discard this sale?"," first. With no products for sale yet, the list says ",[893,1278,1279],{},"No products for sale yet. Add them in Inventory on the web.",[814,1281,1283],{"id":1282},"common-scenarios","Common scenarios",[1285,1286,1288],"h3",{"id":1287},"a-walk-in-customer-pays-cash","A walk-in customer pays cash",[753,1290,1291,1292,1294,1295,1297,1298,1300,1301,770],{},"Add the products, keep ",[757,1293,873],{},", leave the client empty, and click ",[757,1296,1060],{},". On the sale page, click the ",[757,1299,873],{}," button and set the status to ",[757,1302,1022],{},[1285,1304,1306],{"id":1305},"a-regular-client-buys-cards-and-pays-later","A regular client buys cards and pays later",[753,1308,1309,1310,1312,1313,1316],{},"Pick the client, keep ",[757,1311,873],{},", and save. The sale stays ",[757,1314,1315],{},"Unpaid",", and the amount appears as debt on the client's page until it is paid or settled.",[1285,1318,1320],{"id":1319},"sending-a-payment-link","Sending a payment link",[753,1322,1323,1324,1326],{},"Choose your online provider (with LiqPay, pick a client with an email), save, then copy the link from the sale's ",[757,1325,867],{}," button and send it to the client.",[814,1328,1330],{"id":1329},"tips-and-cautions","Tips and cautions",[982,1332,1333,1336,1337,1340,1341,1344],{},[757,1334,1335],{},"Tip:"," Add the manufacturer barcode to each product (the ",[757,1338,1339],{},"Barcode"," field on its edit page, or ",[757,1342,1343],{},"Tie barcode"," in the mobile app). At a busy counter, scanning the package is faster than searching.",[1346,1347,1348,1351,1352,1355],"warning",{},[757,1349,1350],{},"Heads up:"," The sale date is the moment you save. The web page has no field to backdate a sale; use the public API's ",[1110,1353,1354],{},"soldAt"," if you import older sales.",{"title":1357,"searchDepth":1358,"depth":1358,"links":1359},"",2,[1360,1361,1362,1363,1364,1365,1366,1367,1373],{"id":816,"depth":1358,"text":817},{"id":922,"depth":1358,"text":923},{"id":995,"depth":1358,"text":996},{"id":1064,"depth":1358,"text":1065},{"id":1116,"depth":1358,"text":1117},{"id":1151,"depth":1358,"text":915},{"id":1168,"depth":1358,"text":1169},{"id":1282,"depth":1358,"text":1283,"children":1368},[1369,1371,1372],{"id":1287,"depth":1370,"text":1288},3,{"id":1305,"depth":1370,"text":1306},{"id":1319,"depth":1370,"text":1320},{"id":1329,"depth":1358,"text":1330},"Record a standalone sale of goods such as memory cards or batteries: pick or scan the products, choose pay in person or an online payment link, attach a client if you want, and see the total and margin before you save.","md",null,{"gitbook":1378,"aliases":1382},{"source":1379,"icon":1380,"url":1381},"sales\u002Fnew-sale.md","cart-plus","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsales\u002Fnew-sale",[1383],"\u002Fknowledge\u002Fsales\u002Fnew-sale",{"title":298,"icon":149},{"title":298,"description":1374},"ypq113suVrQ5pkVyh46N2Yjpgzhy5oq5KE44DTxjw4g",[1388,1390],{"title":294,"path":295,"stem":296,"description":1389,"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.",{"title":302,"path":303,"stem":304,"description":1391,"icon":106,"children":-1},"The page of one sale of goods: its products, total, payment, and returns. Collect or change the payment, edit the products, record a return with a refund and restock, or cancel a standalone sale.",1792585980538]