How to record a sale

What is a sale? A sale is when you receive money in exchange for a product or service you deliver to a customer. Record your sales in OZÉ and watch them grow!

How to start recording a transaction

There are two ways to start recording a transaction in OZÉ:

Option One:

  • In your OZÉ app, click on the Menu in the top left corner and then click Transactions. ( ☰ ➜ Transactions )

  • Once you’ve arrived to the Transactions screen, click NEW in the top right corner of the screen.

Option Two:

  • In your OZÉ app, click on the Menu in the top left corner.

  • Then, at the bottom of the Menu, click NEW TRANSACTION. ( ☰ ➜ NEW TRANSACTION )

Record a sale

Once you’ve opened the new transaction screen, you’re ready to start recording! Did you know you can record a sale in just a few clicks!? Let’s take you through the quick way:

The quick way

Follow the instructions below to record a sale the quick way:

  • In the New Transaction screen, click on SALE.

  • Enter the Price/unit of the sale. (i.e. GH₵15 per unit)

  • Choose the date of the transaction by clicking on the date itself or the calendar icon on the right. Note: if you are recording a transaction on the day it happened, today’s date will already be filled in! No need to click it.

  • Select the proper category or make a new one (For more information on categories, click here.)

  • If you sold more than one unit, scroll down to “Units and Discounts”, and enter the Number of Units.

  • Click SAVE in the top right corner or the bottom right corner.

The standard way

Want to make sure you get all the details of your sale? Let’s take you through all you can do!

Follow the instructions below to record a sale with all the details:

  • In the New Transaction screen, click on SALE.

  • Click on the camera in the top left to add a picture of the receipt or the product itself.

  • Enter the Price/unit of the sale. (i.e. GH₵15 per unit)

  • Choose the date of the transaction by clicking on the date itself or the calendar icon on the right. Note: if you are recording a transaction on the day it happened, today’s date will already be filled in! No need to click it.

  • Select the proper category or make a new one (For more information on categories, click here.)

  • Enter the location where the sale took place. To use GPS just click on the bullseye on the right.

  • Enter a description of the sale. This field is really for you to take notes. You can record a customer’s name, the color or size of the product, the make and model. It’s completely up to you.

  • If you sold more than one unit, enter the Number of Units.

  • If you sold the product or service at a discount, enter the discount. (Click here for more information.)

  • If you sold the product or service on credit, select Partial or Unpaid. (Click here for more information.)

  • Click SAVE in the top right corner or the bottom right corner.

Coach tip! If you have time, it’s always better to collect more information, than less information. For example, if you capture a picture of the receipt, you can prove to a banker that the sale took place.

Entering an investment

If you get money for your business, in the form of an investment or a loan, you can enter it in OZÉ as a sale. Just create a category called “Investment”.