Comment on page
This page displays the products and bespoke designs that your customers want to purchase and displays the sum price of all items.
At the top right corner of your screen, you can find some icons:
- Save: Saves the checkout process as a Quote to keep your progress in this sale, and finish the sales process another time.
- Print: Prints the checkout page.
At the center of your screen you can see the products and bespoke designs you are selling and all the menus you have to fill out to finish the sales process.
Here you have to enter the customer details. If this customer has purchased from you before, you can click on the Search icon at the top right corner of this menu and search for their name to fill in their details automatically.
In this menu, you have to select whether the customer prefers to be contacted by the same phone or email on their details, or an alternative phone different from the one on the menu above.
Within this menu, you need to select if the customer wants to deliver this product to their address, or pick it up in your store.
With this menu, you can input a specific amount or a percentage to discount from the subtotal of this order.
With this menu, you can input a specific tax percentage that will overwrite the tax percentage calculated by default.
Here you can leave some notes on this order. Note that these comments will not be visible on the customer's invoice.
Composed of 3 smaller yet important menus, here you can see the payment and their installments (if enabled), the delivery date, the number of items, the total amount to pay for the items, discounted amount, sales tax, and the grand total that the customer will pay.
If you click on the Confirm button, you will be sent to the Invoice page, and the document will be generated, making the sale official and binding.
On this page, you can see the invoice for this sale at the center of your screen, and using the icons at the top-right corner you can send it by email to the customer, and print it on paper, respectively.