Changes for page New Product Sale

Last modified by David Stadnyk on 2026/04/07 21:40

From 7.1 to 6.1

From version 13.1

edited by David Stadnyk
on 2026/04/07 21:40

Change comment: There is no comment for this version

To version 7.1

edited by Isaac Mejia
on 2025/12/15 16:51

Change comment: There is no comment for this version

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--XWiki.DavidStadnyk
++XWiki.IsaacMejia

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  = New Product Sale =
++{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/new-product-sale_1487437967>>https://membersolutions-9221154.hs-sites.com/kb/new-product-sale_1487437967]]{{/info}}
--= Product Only Sale =
++*  [[Sales>>Sales_1616707657.html]]
--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.
++  New Product Sale
--The top of the page displays a summary bar showing the current cart item count and running total.
++     Created by
++     Amith, last modified by
++     Cathy Beckstead on Mar 22, 2021
------
++**Sales > Product Only Sale**
--== Product Selection ==
++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.
--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.
++image:kb-1487437967-1487569097-1.png
--Products are color-coded by availability:
++Go to **Sales>Product Only.**
--* **Dark (navy) buttons** – Active and available for sale.
--* **Gray buttons** – Inactive or unavailable and cannot be selected.
++* Click on the item(s) for purchase, or search for a specific item.
--Select a product and click **Add To Cart** to add it to the sale. Multiple products can be added before proceeding to checkout.
++* Click **Add to Cart**.
------
++image:kb-1487437967-1630470365-1.png
++Once your items are in the shopping cart you can:
--== Items in Cart ==
++* Update **Quantity**.
--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:
++* Add a **Discount** or **Promo Code**.
--|=Column|=Description
--|**Product ID**|The unique identifier for the product.
--|**Name**|The name of the product.
--|**Date of Sale**|The date the item was added to the cart.
--|**Quantity**|Editable field to adjust the number of units.
--|**Price/Item**|The per-unit price.
--|**Discount**|Editable discount field. Toggle between flat dollar (**$**) or percentage (**%**).
--|**Amount**|The line item total after any discount.
--|**Tax**|The tax rate applied.
--|**Operations**|Icons to delete the item or add an additional instance of it.
++* Set the item as Recurring.
------
++* Remove item from cart.
--== Promo Codes ==
++ Click **Create Invoice **to complete the sale and take the payment.
--Enter a promotional discount code in the **Promo Codes** panel and click **Apply** to apply it to the cart total.
++image:kb-1487437967-1622343860-1.png
++Enter the payment amount, choose type of payment (Cash, Check, Credit Card, etc.) and click **Pay Now**.
------
++image:kb-1487437967-1630470372-1.png
++The sale is completed.  Choose **Print Options** to print the invoice.
--== Checkout ==
--
--The **Checkout** panel summarises the current sale:
--
--* **Total Items** – Number of items in the cart.
--* **Total** – Combined price of all items.
--* **Total Due** – Final amount due after any discounts or promo codes.
--
--Two buttons are available:
--
--* **Cancel** – Clears the sale and returns to product selection.
--* **Checkout** – Proceeds to the payment section.
--
------
--
--== Payment ==
--
--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).
--
--=== Payment Method ===
--
--Select a payment method from the left panel. The right panel updates with the relevant input fields. Available methods are:
--
--* **Cash**
--* **Check**
--* **Gift Certificate**
--* **Offline Credit Card**
--* **One-Time Credit Card**
--* **One-Time ACH Account**
--* **Terminal**
--
--=== Payment Totals ===
--
--|=Field|=Description
--|**Item(s) Total**|Combined price of all items.
--|**Discounts**|Any discounts applied.
--|**Taxes**|Total tax applied.
--|**Subtotal**|Total after discounts and taxes.
--|**Amount Paid**|Amount already paid, if any.
--|**Payment Amount**|Editable field for entering the payment amount.
--|**Balance Due**|Remaining balance after payment.
--|**Due Now**|Amount currently due for immediate payment.
--
--=== Notes ===
--
--A free-text **Notes** field allows staff to add comments to the invoice. A **Hide Note** toggle can show or hide the field.
--
--=== Actions ===
--
--* **Cancel** – Cancels the transaction and returns to product selection.
--* **Save Invoice** – Saves the invoice as unpaid. It can be retrieved later via its Invoice ID in the **Billing** section under **Manage Invoices**.
--* **Pay Invoice** – Processes payment using the selected method.
--
------
--
--== Payment Confirmation ==
--
--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:
--
--=== Actions ===
--
--* **Cancel** – Closes the current transaction view.
--* **New Sale** – Starts a new Product Only Sale.
--* **Save Invoice** – Saves any further changes to the invoice.
--* **Pay Invoice** – Allows an additional payment if a balance remains.
--
--=== Sales Receipt ===
--
--The **Sales Receipt** panel logs all payment transactions for the invoice:
--
--|=Column|=Description
--|**Date**|The date the payment was processed.
--|**Amount**|The payment amount.
--|**Complete**|Whether the transaction completed (//True/////False//).
--|**Type**|The transaction type (e.g., //Sale//).
--|**Method**|The payment method used (e.g., //Cash//, //Gift Certificate//).
--|**Code**|A transaction reference code.
--|**Fields**|Additional transaction details.
--
--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.
--
--Two additional actions are available:
--
--* **Refund Item** – Opens the Refund Item dialog (see below).
--* **Exchange Item** – Opens the Exchange Item workflow (see below).
--
--=== Payment Schedule ===
--
--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.
--
--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.
--
--Bottom actions:
--
--* **Cancel** – Discards changes.
--* **Balance** – Distributes any remaining balance across installments.
--* **Equal Balance** – Splits the total equally across all rows.
--* **Save** – Saves the schedule. A green banner confirms the update.
--
--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//).
--
------
--
--== Refund Item ==
--
--Clicking **Refund Item** opens a two-step dialog.
--
--=== Step 1 – Refund Totals and Type ===
--
--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:
--
--* **Item** – Refunds the item only.
--* **Payment** – Refunds the payment only.
--* **Item and Payment** – Refunds both the item and payment.
--
--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.
--
--Summary fields show **Total Paid to Principal**, **Balance Due**, and the calculated **Refund Amount**. Click **Next** to proceed or **Cancel** to exit.
--
--=== Step 2 – Refund Method Type ===
--
--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.
--
------
--
--== Exchange Item ==
--
--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.
--
--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.
--
--
  {{include reference="KBSupportCTA.WebHome"/}}
++

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