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Changes for page New Product Sale

Last modified by David Stadnyk on 2026/04/07 21:40
From version 12.1
edited by Isaac Mejia
on 2026/03/19 17:48
Change comment: There is no comment for this version
To version 13.1
edited by David Stadnyk
on 2026/04/07 21:40
Change comment: There is no comment for this version

Summary

Details

Page properties
Author
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1 -XWiki.IsaacMejia
1 +XWiki.DavidStadnyk
Content
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2 2  
3 3  = New Product Sale =
4 4  
5 -**Sales > Product Only Sale**
6 6  
7 -Use **Product Only Sale** when selling a product item that you do not need to link to a specific member. Example: water bottle or nutrition bar.
6 += Product Only Sale =
8 8  
9 -[[image:kb-1487437967-1487569097-1.png]]
8 +The **Product Only Sale** page is accessible from the **Sales** section in the left-hand navigation sidebar, under the **Product Only** tab. It allows staff to sell individual products without associating the sale with a contract.
10 10  
11 -Go to **Sales>Product Only.**
10 +The top of the page displays a summary bar showing the current cart item count and running total.
12 12  
13 -* Click on the item(s) for purchase, or search for a specific item.
12 +----
14 14  
15 -* Click **Add to Cart**.
14 +== Product Selection ==
16 16  
17 -[[image:kb-1487437967-1630470365-1.png]]
18 -Once your items are in the shopping cart you can:
16 +The main panel displays all available products as clickable buttons in a grid. A **Search for Item** bar at the top right allows staff to quickly find a product by name.
19 19  
20 -* Update **Quantity**.
18 +Products are color-coded by availability:
21 21  
22 -* Add a **Discount** or **Promo Code**.
20 +* **Dark (navy) buttons** – Active and available for sale.
21 +* **Gray buttons** – Inactive or unavailable and cannot be selected.
23 23  
24 -* Set the item as Recurring.
23 +Select a product and click **Add To Cart** to add it to the sale. Multiple products can be added before proceeding to checkout.
25 25  
26 -* Remove item from cart.
25 +----
27 27  
28 - Click **Create Invoice **to complete the sale and take the payment.
27 +== Items in Cart ==
29 29  
30 -[[image:kb-1487437967-1622343860-1.png]]
31 -Enter the payment amount, choose type of payment (Cash, Check, Credit Card, etc.) and click **Pay Now**.
29 +After adding products, an **Items in Cart** panel appears below the product grid, showing the current item count and running total. It contains the following columns:
32 32  
33 -[[image:kb-1487437967-1630470372-1.png]]
34 -The sale is completed. Choose **Print Options** to print the invoice.
31 +|=Column|=Description
32 +|**Product ID**|The unique identifier for the product.
33 +|**Name**|The name of the product.
34 +|**Date of Sale**|The date the item was added to the cart.
35 +|**Quantity**|Editable field to adjust the number of units.
36 +|**Price/Item**|The per-unit price.
37 +|**Discount**|Editable discount field. Toggle between flat dollar (**$**) or percentage (**%**).
38 +|**Amount**|The line item total after any discount.
39 +|**Tax**|The tax rate applied.
40 +|**Operations**|Icons to delete the item or add an additional instance of it.
35 35  
42 +----
43 +
44 +== Promo Codes ==
45 +
46 +Enter a promotional discount code in the **Promo Codes** panel and click **Apply** to apply it to the cart total.
47 +
48 +----
49 +
50 +== Checkout ==
51 +
52 +The **Checkout** panel summarises the current sale:
53 +
54 +* **Total Items** – Number of items in the cart.
55 +* **Total** – Combined price of all items.
56 +* **Total Due** – Final amount due after any discounts or promo codes.
57 +
58 +Two buttons are available:
59 +
60 +* **Cancel** – Clears the sale and returns to product selection.
61 +* **Checkout** – Proceeds to the payment section.
62 +
63 +----
64 +
65 +== Payment ==
66 +
67 +After clicking **Checkout**, the payment section appears below the cart. It includes a **Sold By** field and a **Date** field (defaulting to today's date).
68 +
69 +=== Payment Method ===
70 +
71 +Select a payment method from the left panel. The right panel updates with the relevant input fields. Available methods are:
72 +
73 +* **Cash**
74 +* **Check**
75 +* **Gift Certificate**
76 +* **Offline Credit Card**
77 +* **One-Time Credit Card**
78 +* **One-Time ACH Account**
79 +* **Terminal**
80 +
81 +=== Payment Totals ===
82 +
83 +|=Field|=Description
84 +|**Item(s) Total**|Combined price of all items.
85 +|**Discounts**|Any discounts applied.
86 +|**Taxes**|Total tax applied.
87 +|**Subtotal**|Total after discounts and taxes.
88 +|**Amount Paid**|Amount already paid, if any.
89 +|**Payment Amount**|Editable field for entering the payment amount.
90 +|**Balance Due**|Remaining balance after payment.
91 +|**Due Now**|Amount currently due for immediate payment.
92 +
93 +=== Notes ===
94 +
95 +A free-text **Notes** field allows staff to add comments to the invoice. A **Hide Note** toggle can show or hide the field.
96 +
97 +=== Actions ===
98 +
99 +* **Cancel** – Cancels the transaction and returns to product selection.
100 +* **Save Invoice** – Saves the invoice as unpaid. It can be retrieved later via its Invoice ID in the **Billing** section under **Manage Invoices**.
101 +* **Pay Invoice** – Processes payment using the selected method.
102 +
103 +----
104 +
105 +== Payment Confirmation ==
106 +
107 +After a successful payment, a green banner confirms that the payment was successful and the sale and invoice have been saved. The following sections then appear:
108 +
109 +=== Actions ===
110 +
111 +* **Cancel** – Closes the current transaction view.
112 +* **New Sale** – Starts a new Product Only Sale.
113 +* **Save Invoice** – Saves any further changes to the invoice.
114 +* **Pay Invoice** – Allows an additional payment if a balance remains.
115 +
116 +=== Sales Receipt ===
117 +
118 +The **Sales Receipt** panel logs all payment transactions for the invoice:
119 +
120 +|=Column|=Description
121 +|**Date**|The date the payment was processed.
122 +|**Amount**|The payment amount.
123 +|**Complete**|Whether the transaction completed (//True/////False//).
124 +|**Type**|The transaction type (e.g., //Sale//).
125 +|**Method**|The payment method used (e.g., //Cash//, //Gift Certificate//).
126 +|**Code**|A transaction reference code.
127 +|**Fields**|Additional transaction details.
128 +
129 +Summary lines show **Total Paid To Date** and **Balance Due**. The toolbar provides options to reverse a payment, transfer, email (**Send Invoice Email**), or print the receipt.
130 +
131 +Two additional actions are available:
132 +
133 +* **Refund Item** – Opens the Refund Item dialog (see below).
134 +* **Exchange Item** – Opens the Exchange Item workflow (see below).
135 +
136 +=== Payment Schedule ===
137 +
138 +The **Payment Schedule** panel displays scheduled future installment payments. If a member wishes to pay in installments, click **Save Invoice** first, then use **Edit Payments** to set up the schedule.
139 +
140 +Clicking **Edit Payments** opens the **Edit Payment Schedule** panel. A template dropdown allows staff to apply a pre-configured schedule, which automatically generates installment rows. Each row includes an editable **Due Date**, **Payment Due** amount, and **Split** (toggle between **$** and **%**). Rows can be deleted individually, or new ones added with the **+** icon.
141 +
142 +Bottom actions:
143 +
144 +* **Cancel** – Discards changes.
145 +* **Balance** – Distributes any remaining balance across installments.
146 +* **Equal Balance** – Splits the total equally across all rows.
147 +* **Save** – Saves the schedule. A green banner confirms the update.
148 +
149 +Once saved, the Payment Schedule panel displays the installments with columns for Due Date, Split, Payment Due, Paid, Balance Due, and Status (e.g., //Scheduled//).
150 +
151 +----
152 +
153 +== Refund Item ==
154 +
155 +Clicking **Refund Item** opens a two-step dialog.
156 +
157 +=== Step 1 – Refund Totals and Type ===
158 +
159 +The original invoice items are displayed in a table. Set the **Count** field to the number of units to refund (required), then select a refund option:
160 +
161 +* **Item** – Refunds the item only.
162 +* **Payment** – Refunds the payment only.
163 +* **Item and Payment** – Refunds both the item and payment.
164 +
165 +A **Refund Payment Without Sending to Merchant** checkbox is available when processing a payment refund. When checked, the refund is recorded in the system without sending the reversal to the payment processor.
166 +
167 +Summary fields show **Total Paid to Principal**, **Balance Due**, and the calculated **Refund Amount**. Click **Next** to proceed or **Cancel** to exit.
168 +
169 +=== Step 2 – Refund Method Type ===
170 +
171 +Select the method through which the refund will be issued and complete any required fields. Available methods mirror those on the payment screen. Click **Refund** to process, **Previous** to go back, or **Cancel** to exit.
172 +
173 +----
174 +
175 +== Exchange Item ==
176 +
177 +Clicking **Exchange Item** opens the exchange workflow, displayed as **Exchange Invoice [Invoice Number]**. The original item is shown at the top — set the **Count** field to the number of units being exchanged.
178 +
179 +The full product grid is displayed below. Select a replacement product and click **Add To Cart**. The selected product will appear grayed out in the grid once added. The **Items in Cart**, **Promo Codes**, and **Checkout** panels function the same as in a standard sale, except the final button reads **Process** instead of **Checkout**. Clicking **Process** completes the exchange, removing the original item and replacing it with the new one.
180 +
181 +
36 36  {{include reference="KBSupportCTA.WebHome"/}}