How do I edit the details of a Sale?

To edit the details of a sale, open the Sale (see How do I edit a Sale?)

Click Edit Details

Here you can edit:

• the Customer that the Sale is for (either by selecting from existing Customers, or creating a new Customer)
• the Employee that the Sale is attributed to
• any Notes for this Sale
• the Date of the Sale

Click Save

In the iOS App, the Sale Details are called the Sale Info, and can be edited by editing the Sale, see How do I edit a Sale?

Here you can edit:

• the Customer the the Sale is for (either by selecting from existing Customers, or creating a new Customer)
• the Employee that the Sale is attributed to
• the Date of the Sale
• any Notes for this Sale

Tap Save

From the menu tap Manage > Sales

Using the PREVIOUS and NEXT buttons, locate the relevant Sale, or use the Calendar icon in the top right-hand corner of the screen to select a specific date

Tap directly on the Sale

If the Sale is Closed, firstly tap OPEN in the top right-hand corner of the screen

OR

Tap the orange Open shortcut button to open the Sale

If a Sale is already Open,  tap the menu icon (3 dots) to the right of the screen, followed by Edit Details

OR

Tap the blue Edit Details shortcut button

From here you can edit:

• the date of the Sale
• any notes pertaining to the Sale
• tip amount
• and Custom Fields (see What is a Custom Field?)

Make the necessary edits and tap SAVE