Overview
When a client wants to buy retail products after their original payment is closed, you'll need to process a retail only order. This creates a separate transaction for the product sale and keeps sales data and inventory totals accurate.
Retail only orders are created in the Sales tab at the specific location, and are not tied to any appointments. Use them for walk-in product sales or when a client buys retail items after their appointment has been paid or on a different day than the service.
Creating a Retail Only Order
At the location level, click Sales > Orders > New Sale.
Search for the client's name or add them as a new client.
Add the desired product(s) and quantity.
Assign a seller (optional).
Checkout the order as you would a regular service transaction.
As you begin to type the name or type of product, it automatically appears 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.
After checkout, the product inventory list reflects the change in quantity. To add, edit, or view the products list, see the article Products and Inventory.