Record a sale

Record a sale from the Sales module to bring artworks, buyer, amounts and commercial data together in a single transaction.

Before recording a sale, the buyer must already exist in the Contacts module.

Record a sale

1. Go to the Sales module.
2. You will land on the sales list.
3. Click New.
4. Add the artworks for the sale from Add artwork.
5. Search for the artworks by title or artist.
6. Select the artworks or editions you want to include in the sale.
7. Click Add selected to add them to the sale.
8. Fill in the general details of the sale.
9. Review the price, discounts, taxes and amounts due to the artist.
10. Add the buyer for the sale.
11. Fill in any other commercial details you need, such as seller, location, currency or sale typology.
12. Check the mandatory fields marked with a red asterisk.
13. Click Save sale or Save draft.

What information you can fill in when recording a sale

When creating a sale you can add information such as:

• Currency
• Artworks included in the sale
• Discounts
• Amount or percentage due to the artist
• Seller
• Buyer
• Taxes
• Additional charges
• Sale typology
• Location of the sale

This data keeps the sale connected to the inventory, invoicing, artist payments, advanced searches and reports.

After recording the sale

Once recorded, the sale appears in the list of the Sales module.

From the sale you have created you can carry on with other actions, such as:

1. Editing the sale.
2. Generating an invoice or pro forma invoice.
3. Sending the invoice by email.
4. Recording payments.
5. Generating payment links.
6. Checking or changing the statuses of the sale.
7. Searching and exporting sales information.