Running Sales

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Running Sales

This article will explain how to run a manual sale.

To get started, login to the website dashboard and navigate to Dashboard > Commerce > Sales.

Click the "New Sale" button towards the top of the page to configure a new sale. 

Select an Existing Contact, or Create a New Contact

A sales invoice must be assigned to a contact. If the customer is an existing contact, search for that contact using the search box. 

If the customer is not an existing contact, you may enter their contact details (e-mail, name, phone number, address etc), and click the "Save Contact" button to create a new contact. 

Select an Existing Product, or A Text Line Item

You can either link the sale to existing products in your catalog, or just enter the text you would like to use to describe a charge. The product field can be used to search for an existing product by name, or you can simply type a custom product name in this field.

After adding the product details, click the "Add item" button to add the product to the sale.

Select a Delivery Method

Select a delivery method. Delivery methods can be configured through the Commerce > Configuration > Shipping Methods page.Depending on the methods offered by your business the process will change, fill out the information required for the specified delivery service.

Select a Payment Method

Select a payment method. Payment methods can be configured through the Commerce > Configuration > Payment Methods page. Depending on the methods offered by your business the process will change, fill out the information required for the specified payment service.Select the "Confirm Order" button to create the sale.

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