Running Sales

This article will explain how to run a manual sale.

Before processing sales on your account, you should configure your payment and shipping methods.

To configure Payment and Shipping Methods, navigate to Dashboard > Settings > Commerce > Configuration. 

To process a manual sale, 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.

You can search for an existing contact using the search box, otherwise you can enter some information to create a new contact. 

Select a Product

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 Delivery & Payment Methods

If your product requires shipping, you'll need to select a delivery method when processing a sale.

Next, select a payment method. The option "Receive Payment Later" should be used when payment will be received at a later date, rather than at the time the sales invoice is generated.

Select the "Confirm Order" button to create the sale.