Sales
From quote to invoice to a balanced entry in the books — one screen, every sales channel.
What it is
Sales covers every way the business sells to a client — a walk-in invoice, a cash van delivery run, a sales order taken today for later fulfillment, and returns. Every sales document shares the same line-entry screen, pricing math, and discount/margin tools; only the document type and its business rules change.
How it works
Pick the sale type
Direct Sales for a standard invoice, Cash Van Sales for delivery-route sales, Sales Order for a commitment to fulfill later, or a Return against an original invoice.
Add lines by scan or search
Scan a barcode or search by name/code; price, cost, and tax populate automatically and stay in sync as quantity or discount changes.
Discount by amount or percent
Enter a flat discount or a percentage on any line — the other stays in sync automatically — and watch Margin % / Markup % update live so a line is never priced below cost by accident.
Save, then Post
Posting always saves first — so a Post never fires against an edit the server never actually received — then writes the client's balance and generates the accounting entry in one step.
The problem it solves
Sales teams lose money in two quiet ways: pricing a line below cost without noticing, and letting a return or discount slip through without a record of who approved it. Platinum's sales screen computes margin and markup live as a line is entered, blocks impossible values (negative quantity, price, or discount) before they're saved, and requires a reference back to the original invoice on a return — so what actually happened is what got recorded.
Connects to
Posting a sale debits the client's AR account and credits Sales revenue plus VAT payable — a fully balanced voucher, generated automatically, every time.
Posting a sale decrements stock quantity for every line item; posting a return puts it back.
Point of Sale doesn't post its own separate ledger — every register sale rolls up into the "Point Of Sales (aggregated)" Sales invoice type here, and every POS return into its aggregated return counterpart.