Creating a Retail Sale

Retail sales can also be created using the Square Point-of-Sale system. Visit this article for more information on how sales records are automatically created when a retail sale occurs.

Creating a Retail Sale manually

  1. Click Transactions →  Retail Sales.
  2. Click Add.
  3. Enter the date of the sale.
  4. Optionally, enter the customer's name, account, and phone number. These fields are all optional on retail sales, but it is a good idea to fill some of them in.
  5. Select the warehouse where this sale is being processed.
  6. Enter any additional notes you have on this sale.
  7. Select whether to flag this sale for attention. This flag is automatically set for retail sales created by the Square point-of-sale system where the sale total does not match the total in Brew Ninja.
  8. Enter the items for this sale.
    1. Click Add.
    2. Enter the product sku.
    3. Enter the price and discount rate of this entry.
    4. If this entry is a keg or rental, the quantity will be fixed at one. Otherwise, enter the quantity of this item for this entry.
    5. Select the tax method and environmental deposit amount for each item in this entry.
    6. If this entry is a keg or rental, select the serial number for this entry. If the serial number you wish to select does not appear, ensure you have selected the correct product sku.
    7. Enter any additional notes for this entry.
  9. Add additional entries as required.
  10. Click Save All.


If any of the product Skus you've added to a retail sale require a container (such as Keg of beer), and that container lists a Rental Deposit (Retail) amount, it will be included in the Retail sale total, visible when viewing the Retail sale.


Editing a Retail Sale

  1. Click Transactions → Retail Sales.
  2. Select the retail sale you wish to edit.
  3. Click Edit.
  4. Make changes as required.
  5. Click Save All.