How do I record sales in ShopStats.ai?

Learn how to add new sales records to your ShopStats.ai system, helping you track your business performance and manage your inventory.

Recording sales in ShopStats.ai is crucial for tracking your business performance and managing your inventory. Follow these steps to create new sales records:

1. Log In to Your ShopStats.ai Account

  • Go to the ShopStats.ai website and log in with your credentials.

2. Navigate to the Sales Page

  • Once logged in, find and click on the "Sales" option in the main menu.

3. Initiate Sale Record Creation

  • On the Sales page, look for a button labeled "Create Sale".
  • Click this button to open the sale record creation form.

4. Fill in the Sale Record Form

  • The form will open, containing various fields to input your sale details.
  • Fill in the required information, which may include:
    • Sale date
    • Customer information
    • Quantity of each product
    • Sale price
    • Payment method
    • Shipping details (if applicable)

5. Associate the Sale Record with a Product Record

  • To link the sale to one of your existing products, choose the desired product from the dropdown menu provided.

8. Review and Save

  • Double-check all the information you've entered.
  • Look for a "Submit" button at the bottom of the form.
  • Click this button to finalize the sale record.

9. Confirmation

  • After saving, you should see a confirmation message that your sale has been recorded.
  • The new sale should now appear in your sales listing.

Tip: If you integrate ShopStats.ai with your e-commerce platform, many sales may be recorded automatically. Always review these for accuracy.

Note: Accurate and timely sales recording is essential for proper inventory management and financial reporting.

After creating a sale record, you can usually edit its information later by clicking on the sale in the listing to access its details page. However, be cautious when editing completed sales as it may affect your financial reports.

If you encounter any issues while recording sales or have questions about specific fields, don't hesitate to contact our support team for assistance.