System Configuration > Quotations & Pricing

Click: Tools > Customise > Quotations & Pricing > Cash Sale

Cash sale enables quick access to begin, and complete an order by bypassing some steps of order processing. These options allow you to enable each part of cash sale

When you use the cash sale option, you will see EQ automatically complete the stages you select.

Enable cash Sales

Tick this option to enable the cash sale option. The button is on the main toolbar of a quote/order once it is saved. Make sure you enable at least one of the following options too.

Create Picking List

This will allocate the products from stock to the current order.

Create Delivery Note

This will "deliver" the products.

Select the default delivery method from the drop down box below, e.g. "Collected"

Delivery Date (offset)

Set the number of days to auto-complete the delivery date. E.g. 0 will complete with today's current date. 1 will set the delivery date for tomorrow.

Create Payment

This will record a payment for the order.

Select a default payment method from the drop down box below.

Enter any text underneath so that the payment type is also completed and can be identified easily, e.g "cash sale"

Create Invoice

Tick to have the order fully invoiced.