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Sales & Transactions

Record sales, manage transactions, and handle voids across all sales channels.

Overview

Transactions are created whenever you record a sale, stock consignment inventory, or submit an order. Each transaction captures the products sold, pricing, and financial details. Transactions appear throughout AMS on product detail pages, retailer profiles, and event logs.

Sales Dashboard

Navigate to Retail > Sales to access the sales dashboard. Summary cards at the top show total revenue, transaction count, and average sale value. Below the summary, a full transaction table lets you filter and sort all transactions. Click any row to open the transaction detail page.

Use the From and To date pickers above the table to filter by transaction date. From defaults to January 1 of the current year, so the dashboard shows year-to-date sales by default; leave To blank for an open-ended range. The summary cards update to match the selected range.

Click New Sale to open the sale type selector, where you can choose from consignment sale, wholesale sale, event sale, online sale, or create a new order.

Assigning Sales to an Event Log

You can attribute existing sales — for example, sales imported from Shopify — to an event log so they count toward that event's sales and profit totals. Each row in the sales table has a checkbox, and the header checkbox selects everything on the current page. Selection is kept as you page through, so you can filter (e.g. by date) and then Select all matching to grab every result at once.

With one or more sales selected, an Assign to Event button appears in the table toolbar. It opens a window where you first choose an event, then one of that event's logs. Applying the selection links those sales to the chosen event log (and labels them as event sales). You can reassign sales between event logs at any time; totals on both the old and new event logs update automatically. This action is available to business admins.

Recording Sales

Sales can be recorded from several entry points:

  • Sales dashboard — Click New Sale and choose the sale type
  • Retailer row actions — Select Add Sales or Add Order from the retailer table
  • Event log detail — Click + Add Sales to record event sales
  • Retailer detail page — Use the action buttons to launch the appropriate cart type

The sales cart lets you add product line items, set quantities and prices, then review a transaction statement before submitting. For products with variants, a variant selector appears so you can choose the specific variant being sold. You can also toggle the Show Variants checkbox in the product picker to see a flattened list where each variant appears as its own selectable row.

Consignment Inventory

For consignment retailers, you can manage inventory levels using the Consignment Inventory cart. This is separate from recording sales — it tracks how much stock you have placed at each retailer.

Access it from the retailer detail page by clicking Add Stock or Subtract Stock. The Consignment Inventory cart lets you add product line items and specify quantities to add or remove. Submitting creates a stock adjustment transaction that updates the retailer's current inventory counts.

Stock levels are visible on the retailer's Stock Tab, which shows all products currently stocked with quantities, pricing, and a summary of total stock value.

Transaction Detail

Click View Details on any transaction row to open the full transaction detail page. The page shows the transaction header with context type, payment status, and any applicable badges (return, voided).

Financial Summary

The financial summary displays cards for Gross Total, Net Total, COGS, and Profit. For consignment and wholesale transactions, additional cards show the Rate and Commission/Discount amounts. The Profit card is color-coded green for positive and red for negative values.

Line Items

The line items table shows each product in the transaction with quantity, unit price, adjustments, gross and net totals. Product names link to their detail pages. When a line item is for a specific variant, the variant name and SKU are displayed alongside the product name. For consignment and wholesale transactions, a Rate column is also displayed. Column totals appear in the table footer.

Void Transactions

Transactions can be voided if they were entered in error or need to be reversed. On the transaction detail page, click Void Transaction and enter a reason. Voiding a transaction:

  • Marks the transaction with a red "VOIDED" badge
  • Reverses any consignment stock changes
  • Excludes the transaction from event log sales totals
  • Excludes the transaction from revenue reports and goal estimates

A voided transaction can be restored by clicking Restore Transaction, which re-applies all stock changes and recalculates aggregated totals.