Find and Add an Item to a Sale
Find and Add an Item to a Sale
Overview
This guide will help you find the correct item/variant and add it to the sale with the intended unit and quantity.
The line joins the cart and may reserve/prepare stock selection; final stock/account posting generally occurs on finalization.
Who can do this
You need access to Parent Sale permission and visibility of the item/price group/location as needed.
Before you start
Know barcode, SKU, UPC, name, variant, unit, stock location, batch/serial, price group, and quantity.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Open sale → scan barcode or choose Find Item.
Find and Add an Item to a Sale
Step 1: Scan a unique barcode or open the item finder
Step 2: Filter using enabled ID/barcode/name/SKU/UPC/brand fields
Step 3: Confirm item name, variant, unit, price, tax, and available stock
Step 4: Select variant/batch/serial/location/add-ons when prompted
Step 5: Enter quantity and price only when the authorized workflow asks
Step 6: Add the line once
Step 7: Review line totals before adding the next item
Check your work
Confirm exact item ID/variant, quantity/unit conversion, price, discount, tax, location/batch/serial, and line total.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Resolve duplicate barcodes in Item master.
- Do not choose a similar item merely because intended stock is unavailable.
Related guides
- Select an Item Variant, Batch, Serial, or Add-on
- Change Sale Line Quantity, Price, Discount, Tax, or Location
- Check an Item Price