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Edit a sale

Learn how to manage sale details by updating who completed the sale and how tips are shared.

Edit sale detailsTeam memberTip allocationSale dateSave changes

How editing a sale works

  1. After a sale is completed, you can edit details like the assigned team member and tip distribution.
  2. Changes are saved to the sale record and reflected in your reports.
  3. You have up to 6 months from the sale date to make adjustments.

Edit a sale

  1. From the main menu on the left of your screen, go to Sales, then select Sales from the left menu panel.
  2. Above the Sales list, use the search bar and filters to find the sale.
  3. Click on the Sale reference number to view the details.
  4. In the right panel, click on Quick actions (three dots), then select Edit sale details.
  5. In the edit sale details view, update the team member or tip allocation.
  6. Click on the Save button in the top right to update the sale details.

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