Overview

Retail and product-only orders are created in the Sales tab at the specific location. These types of orders are created when the purchase is not tied to a specific service appointment.

Creating a Retail-Only Order

  1. At the location level, click Sales > Orders > New Sale

  2. Search for the customer or add them as a new client

  3. Add the desired products and quantity

  4. Assign a seller (optional)

  5. Checkout the order as you would a regular service transaction

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As you begin to type the name or type of product, it will automatically appear for easy selection. You can assign a specific seller to each product. This allows for the option to track product sales for the seller and apply a commission to that person, if applicable.

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After checkout, the product inventory list will reflect the change in quantity. To add, edit, or view the products list, see the article Products and Inventory.

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