Memos¶

A memo tracks products that you lend out to a client. The items remain yours until the customer decides to purchase them, at which point the memo items are converted into a sale.

Creating a memo¶

Navigate to Sales ‣ Memos and create a new memo. Select the customer and add the products you are lending out. Stock is deducted when items are added to the memo.

Converting a memo to a sale¶

When the customer confirms they want to keep some or all of the items:

Open the memo
Select the items the customer wants to purchase using the checkboxes
Click the cart button to create a sale from the selected items

A new sale is created with the selected items and their pricing. The items are removed from the memo. If the customer returns the remaining items, you can return them on the memo to restore stock.

Documents¶

Generate a Memo form PDF to document which items were lent out to the customer, including descriptions and pricing.