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Adding a sale transaction to your wool tracker
Adding a sale transaction to your wool tracker

How to enter sales into your wool production tracker

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

Sales can be entered into your wool tracker from the main screen of the production tracker.

The option to do this can be found under Add Transaction as an actual or forecast.

To record a sale, you'll need the following information:

  • Sale (profit/accrual) and payment (cash) date

  • Whether amounts are tax-inclusive or tax-exclusive

  • Where you are posting to (actuals only)

  • Contact for help (actuals and when posting to preferred accounting software only)

  • Stock class

  • Quantity

  • Amount (total, per head, or KG)

  • Tax rate

You can also enter notes, a description, or a non-stock line, such as the freight cost on your sale.

If adding in a non-stock line transaction, please note the following:

  • Income must be entered as a positive number, i.e. Bonus = +$1,000

  • Expenses must be entered as a negative number, i.e. Freight = -$1,000

Once the details have been filled out, you can click Save Transaction. This will then flow through to your tracker and reports.

NOTE: If you enter a wool sale, it will always increase matching wool so that you never sell wool you did not first shear. You can delete the increased transaction if it is not needed.

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