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Wiki source code of New Product Sale

Last modified by David Stadnyk on 2026/04/07 21:40
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1 {{include reference="KBArticleHeader.WebHome"/}}
2
3 = New Product Sale =
4
5
6 = Product Only Sale =
7
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.
9
10 The top of the page displays a summary bar showing the current cart item count and running total.
11
12 ----
13
14 == Product Selection ==
15
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.
17
18 Products are color-coded by availability:
19
20 * **Dark (navy) buttons** – Active and available for sale.
21 * **Gray buttons** – Inactive or unavailable and cannot be selected.
22
23 Select a product and click **Add To Cart** to add it to the sale. Multiple products can be added before proceeding to checkout.
24
25 ----
26
27 == Items in Cart ==
28
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:
30
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.
41
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
182 {{include reference="KBSupportCTA.WebHome"/}}