Quick Sales

Open Quick Sales

Quick Sales suit in-person sales, markets, retail counters, simple direct sales, and similar transactions. They do not process customer payment, create invoices, or run shipping. Use your normal cash, card, POS, or payment service alongside the inventory record.

The Sold Date / Time and sale timestamps use the business timezone, not the timezone of the device entering the sale.

Create a Quick Sale

1. Start a new sale.
2. Select a Customer when retaining one is useful; Customer is optional.
3. Add one or more sale lines.
4. Choose sellable inventory manually or with Scan Inventory.
5. Enter the quantity sold and sale price for each line.
6. Review totals and save.

The selected source inventory preserves the cost behind the stock leaving inventory.

For the Oak Creek Goods example, select an Available FG-CHERRYCHOCO-8 / Cherry Choco Trail Mix, 8 oz inventory record and enter 1 ea at $9.99. The Customer field can remain blank; no customer record is required for this simple sale.

Realized cost summary

After a Quick Sale is completed and saved, reopen its saved detail to see its COGS, Gross Profit, and Gross Margin. These are not live estimates while entering a Quick Sale.

• COGS (Cost of Goods Sold) is the recorded inventory cost of the stock actually consumed by that sale. Indietory uses the historical cost captured at the time of sale, including the cost from the actual Lot or source inventory used where applicable. It does not change later because an Item, Lot, receipt, production, or Average Cost changes.
• Gross Profit is sale revenue minus COGS. It is what remains above recorded inventory cost, not net profit.
• Gross Margin is Gross Profit divided by sale revenue, shown as a percentage.

Based on recorded inventory cost and actual sales. Excludes labor, overhead, fees, taxes, and other business expenses.

These numbers are a useful operational signal for a product or sale; they are not complete accounting, tax, or net-profit figures. A voided sale does not contribute realized COGS or profit. If a historical inventory cost is unavailable, Indietory shows the affected cost-based values as unavailable rather than treating the cost as zero. Customer-facing receipts do not show these internal cost or profit values.

For example, if 10 units recorded at $1.00 each sell for $3.00 each, revenue is $30.00, COGS is $10.00, Gross Profit is $20.00, and Gross Margin is 66.7%.

Select or scan inventory

Quick Sales require a selected current inventory record with a positive available quantity. Item-tracked inventory may be sold from its Item-level record. Lot- and Container-tracked inventory must be associated with an Available Lot; non-Available Lots cannot be sold. A due Retest, Expiry, or Final Use By Date also prevents operational use, even if the stored Lot status has not yet been reconciled. See Automatic Lot Status Updates.

Scan an Indietory QR inventory label or enter/paste its inventory ID. The app selects the matching sellable record in a new or empty sale line. For an Item or Lot scan, enter the quantity you are selling. A Container scan fills its currently available quantity, which you can review before saving.

History and voiding

The Quick Sales list lets you search, sort, and reopen saved records. A saved record retains sale date, optional Customer, notes, lines, revenue/cost values, and inventory relationship.

Void a completed sale when it needs to be reversed. The action restores the sold quantity to the original inventory record and records sale_void inventory history; the sale remains in history as Voided. A void is blocked if the sale is already voided, not completed, out of date, has no valid linked sale lines, or an original inventory record no longer exists. The UI calls this action Void.