Cash Sale to an Individual

1. If a contact already exists for the individual, skip to step 2.  If you need to create a contact for the individual, follow steps 1a-1d
2. 1. Create a Contact
   2. Select Individual as the Contact Type
   3. Deselect the checkbox for “lead”
   4. Add a Delivery and Invoice Address
3. Create a Sales Order
4. Select the Individual as the customer
5. Add the product to the Order Lines Page
6. Add a Delivery Address and Invoice Address
7. Select a Tax Type
8. Service Location: You can put a reference such as “Cash Sale”
9. Confirm the Sales Order
10. Open the Pick Ticket and Assign the material that was sold
11. Pick the Pick Ticket
12. Return to the Sales Order
13. Click “Create Invoice”
14. Open Accounting > Accounts Receivable > Invoices
15. Search the SO# to pull up the invoice
16. Validate the Invoice
17. Open the invoice and click “Register Payment”
18. Choose Cash as the Payment Method
19. Enter the Paid Amount and Submit