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What is a Cash Sale (#CASLABT01)

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20080624 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

What is a Cash Sale?

A cash sale is a quick way to sell merchandise items, such as boxes, locks, rope, bubble-wrap, etc (more on inventory item types - #IVTABT01) to walk-in Customers. Generally, you would use cash sales for Customers who you do not know, do not store or rent with / from you, and whom you probably won't see again.

More on the difference between a Cash Sale, Other Credit Sale & Agreement-based sale: #INTFDTOS01

 

How do I add a Cash Sale?

Please see: #CASLACS01

 

How do I refund a Cash Sale?

Please see: #CASLRCS01

 

When shouldn't I use a Cash Sale?

We do not recommend using cash sales for Customers who store or rent with / from you, because cash sales do not store as much information as Agreement and Other Credit Sale screens do (mainly due to the fact that cash sales are designed to be fast, and for those who don't store or rent with you).

If an existing storer / renter wants to purchase merchandise items from you, open their Agreement and use the tools provided on the Transactions tab to add the required charge (more on the Transactions tab of an Agreement: #AGTTAB601).

By the same token, if a removalist company or other Customer that has an Other Credit Sale (more on Other Credit Sales: #OCSABT01) with you wants to purchase merchandise items, use the open up their Other Credit Sale and use the tools provided on the Transactions tab to add the required charge (more on the Transactions tab of an Other Credit Sale: #OCSTAB501).

More on the difference between a Cash Sale, Other Credit Sale & Agreement-based sale: #INTFDTOS01.

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cash sales, what is a cash sale, serving walk-in customers, serving non-storers, serving customers that don't store with us, serving non-storing customers, serving non-customers, selling merchandise to non-storers, selling merchandise to walk-ins

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