Sales is the heart and lungs of your business, so it is important that you are familiar with the different options Yimi gives you to make a sale and serve your customer in the fastest way possible.
Within the sales section you will see the categories you have created, when you select one, touch the arrows or the center of the bar to navigate between categories. These will help you to find more quickly the product you are going to sell.
App
Click on Sale in the lower left corner.
Search for the product you will add to the order, either by using the search engine, barcode, or browsing categories. Once you have selected the items, press the blue button at the bottom to continue with the purchase.
The Cart tab displays the selected products. To modify the quantity, sale price, apply discounts, and add comments, click on a specific product and you will be presented with the options to make the appropriate modifications.
To view sales options in general, go to the More options button at the bottom left:
Continue with the sale by pressing the blue button at the bottom.
(Optional) To assign a customer to the sale, press the icon at the top right, there you will see all the customers that have been created in the business. Go to the following article to learn more How to create Customers.
Within the Payment tab, the payment methods are displayed, in addition to the options of Save Order or Credit Sale.
To continue select the payment method and press the Payment button.
In case you want to charge with the Cash option, enter the specific amount.
Congratulations, you have completed your first sale!
Select Start new sale and register the next sale.
Web
Make sales from your computer with our Premium plan.
Log in with your administrative email and enter your PIN.
Once logged in, click on New order.
3. Add a table.
4. Search for the products you will add to the order, either by the search engine, barcode, or browsing categories.
5. (Optional) Add a customer you have registered.
6. To continue, click on Go to checkout and select the payment method, save order or add a note.
7. Finally click on Complete sale.
💡 A product can be swiped to the left to remove it from the cart.