Documentation

Recording sales and expenses

Log an expense where it happens, record a sale against your flocks, and correct a mistake without losing the history.

Last updated 2026-07-19

Recording sales and expenses

The whole point of running a flock is to make money, and the Money section exists to answer one question for every flock: did it make money, and how do we know? That starts with recording what you spend and what you sell.

Log an expense in the field

Record expenses where they happen. When the feed truck delivers and hands over a receipt, you do not need to go back to the office.

  1. Open the house view and tap Log expense (or start from the Money section).
  2. The form pre-fills the date, the site, and the most recent category you used - usually feed.
  3. Choose the supplier, enter the amount, and snap a photo of the receipt.
  4. If you already know which flocks the cost belongs to, you can choose them; otherwise leave it and a manager will allocate it later.
  5. Submit. The expense saves even without a signal and syncs when you are back online (see Recording data without a signal).

Workers can be allowed to log expenses so that anyone holding a receipt can record it. Whether that is turned on is up to each organization.

Record a sale

Sales are usually recorded by a manager or owner at the end of the day.

  1. Open the Sales screen and choose New sale.
  2. Pick the customer, or create one on the spot. For a quick over-the-counter sale you can mark it as a walk-in.
  3. Add each product you are selling. Birds keep their source flock. Graded eggs come from the selected site's pooled egg inventory because eggs are mixed at grading and no longer have an honest single-flock origin.
  4. Enter the quantity and unit price. The price defaults to the last price you charged this customer for that product.
  5. Set the payment terms, and optionally record a payment straight away for a cash sale.
  6. Submit. PoultryDesk records the sale and updates the customer's running balance.

Selling graded eggs draws down the selected grade at that site and records its weighted-average inventory cost. PoultryDesk blocks a quantity larger than the stock on hand.

Recording a sale from a flock that is under an active medication withdrawal is blocked, and the reason is shown. An override exists for genuine emergencies; it requires a written reason and is kept in the audit trail.

Correcting a mistake

If a sale or expense was keyed wrong - 30 trays instead of 300 - you correct it rather than delete it.

  1. Open the sale or expense and choose Correct.
  2. The form opens with the current values. Fix them and enter a short reason.
  3. Submit.

The original stays in the audit trail, and the corrected version is what your reports show. Nothing is ever quietly overwritten.

See also