Sale Line Items

The sale line items screen is accessed from the "Sale Summary" screen by tapping on the green plus button next to the "Add new sale line item" line in the "Sale Line Items" section of the screen, or by tapping on an existing line item in the "Sale Line Items" section.

Screen: Sale Line Items

The sale line item is used to enter the details of the sale. It can be used for information purposes only in which case you only enter the “Line Description”. Otherwise you must select the “Sale Account” that the line item is attributable to.

Inventory items are not shown on the screen to select from unless you have actually created at least one inventory item. To create an inventory item press the "Inventory" button on the toolbar.

Sale accounts are used to categorise each of the line items of your sale. For example you might have a revenue account for general sales, another revenue account for freight charges that you charge customers, another for charges for services you provide, etc.

You do not need to pre-create each of the sale accounts. Instead you can press the blue disclosure button under the “Sale Account” field to reveal the sale account list and from there you can press the “+” button at the top right to create a new sale account, or alternatively select one of the existing accounts shown in the list.

Once you have selected a revenue account the sale item screen will reveal additional fields that are relevant including the unit price, sales tax codes, quantity, etc. The unit price, or total price if you turn the tax inclusive switch ON, is required as is the quantity field. A description is also required however it defaults to the revenue account name; you can adjust it to another description if you wish. Most other fields are optional and depend upon your business needs.

You can enter simple mathematical expressions into any of the numerical fields. For example you can enter an expression like “10 + 10” and the program will calculate the result and put “20” into the field for you.

You can quickly add an additional line item by pressing the “+” button at the top right of the sale item screen.

When you are finished adding line items you can return to the sale summary screen by pressing the back button at the top left of the screen.