Sales and Inventory 1-2-3

Here are quick instructions for managing sales and inventory with Goldenseal.

HINT-- These instructions work on the Sample Company file, and on your own file if you've created Customer accounts and Cost Items for the items you sell.

A Simple Sale

When a customer buys items that you don't track in inventory, follow these steps:

  1. Choose Sales from the Income menu.
  2. Click the New button.
  3. Enter the customer into the Sold To field. HINT-- If you don't see the customer in the list, choose Customers from the Accounts menu, and create an account for them, first.
  4. If you are selling more than one item, click on the Breakdown popup field on the left side of the window and enter Categories, then enter each item into the breakdown table. Otherwise you can just type in a brief description and price.
  5. Enter a payment method.
  6. If you want, click the More Info button and enter additional details about the sale.
  7. Hit the Enter key to save the record.
  8. To print a sales receipt, choose Printed Forms from the File menu, and click the Print button.

Inventory Sales

When a customer buys items that you track in inventory, follow these steps:

  1. Choose Sales from the Income menu.
  2. Click the New button.
  3. Enter the customer into the Sold To field.
  4. Click on the Breakdown popup field on the left side of the window and enter Items.
  5. Click in the first row of the breakdown table, and enter a cost item. You can click in the Cost Item column and select an item, or enter a UPC code into the UPC Code column.
  6. Click in the Quantity column and enter the number of items you are selling.
  7. If an item is out of stock, Goldenseal will warn you, and give you a choice of what to do.
  8. Enter a payment method.
  9. If you want, click the More Info button and enter additional details about the sale.
  10. Hit the Enter key to save the record.
  11. To print a sales receipt, choose Printed Forms from the File menu, and click the Print button.

Depositing Sales Income

To deposit cash sales income, follow these steps:

  1. Choose Deposit Funds from the Bank menu.
  2. Enter Cash Sales by Date into the popup field at upper right.
  3. Put a checkmark next to each sale that is ready to deposit. Click OK.
  4. Click the Create Deposit button to deposit the sales income.

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