> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tashvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales

> Run a jewelry sale in Tashvi One from quote to payment: hold pieces, invoice, take deposits and payments, handle returns and refunds, print the invoice, and set your tax.

**Sales** takes an order from the counter to the books. A sale goes from **Quote** to **Invoiced** to **Paid**, with an optional **Reserved** step to hold the pieces. It can also end **Cancelled** or **Returned**.

## Start a sale

<Steps>
  <Step title="Open a new sale">
    Choose **New sale** on **Sales**, or **Add → Sale**.
  </Step>

  <Step title="Add the pieces">
    Search by tag, SKU, or product and add each piece to **On the counter**. Prices come from the product's retail price, or from your [metal rates](/features/tashvi-one/products-and-stock#keep-an-eye-on-stock) if your shop prices by weight.
  </Step>

  <Step title="Pick the customer">
    Choose a customer, add a **New customer**, or leave it blank for a walk-in.
  </Step>

  <Step title="Open the order">
    Press **Open the order**. It starts as a quote: priced, but nothing has moved.
  </Step>
</Steps>

## Move it forward

Open the order to see the next steps:

| Button              | What it does                                                                                                          |
| ------------------- | --------------------------------------------------------------------------------------------------------------------- |
| **Hold the pieces** | Reserves the pieces for this customer. They stay in your stock and your valuation.                                    |
| **Take a deposit**  | Records money before the sale is invoiced.                                                                            |
| **Invoice**         | Hands the goods over. Stock leaves, and the revenue, tax, and cost are posted. An invoice can't be edited afterwards. |
| **Take payment**    | Records the rest, in full or in parts, by cash, card, UPI, or bank transfer.                                          |
| **Cancel sale**     | Releases the pieces and closes the order. Money already taken isn't returned automatically.                           |

When nothing is left to pay, the order shows as **Paid**.

## Returns and refunds

To take goods back, open an invoiced order and choose **Return goods**. Pick the pieces, give a reason, and press **Return these**. The pieces go back into stock where they were sold from, and the revenue and tax on them are reversed.

A return doesn't hand money back by itself. When the shop owes the customer money, choose **Hand it back** and press **Record refund**.

## Print an invoice

Choose **Print / PDF** on any order to print it or save it as a PDF. A quote prints as a quote, and an invoiced order as an invoice. India shops also get HSN, weight, purity, and HUID on each line.

## Tax settings

Owners and managers set tax from **Sales → Tax settings**: your **Country**, a **Tax profile** (India GST, United States sales tax, European Union VAT, or **No tax profile**), and **Your rate**. A rate set on a product overrides the shop rate. Changes apply to new sales only.

## Customers

Every customer's orders are in **Contacts**: choose **Purchase history** under the customer's name.

## Related

<Columns cols={2}>
  <Card title="Tashvi Assistant" icon="sparkles" href="/features/tashvi-one/assistant">
    Ask the assistant to open, hold, or invoice an order, and confirm the card it draws.
  </Card>

  <Card title="Reports" icon="chart-column" href="/features/tashvi-one/reports">
    See top movers, undelivered orders, and what your stock is worth.
  </Card>
</Columns>