Retail sales

A retail sale is an order for merchandise for a single customer that is not part of a club package. Single sales orders are used:

To write a retail sales order, you create a new transaction record and add inventory items to it. When you click Checkout, Manager adds the selected items to a new package. The system selects the appropriately sized empty box and calculates the total shipping and handling costs, discounts, and taxes, based on the values set for the empty package. (To ensure that these amounts are correct, youʼll need to inspect and configure these settings for the empty box packages before you use them.)

Once youʼve created the transaction and filled the package with inventory items, you can charge the customerʼs credit card, print a shipping label, and send a receipt all from within the Transaction – Data Entry dialog.

To create a retail sales order:

  1. Create a new record in the Transaction list. The Transaction – Data Entry dialog displays a new Sales Order record, with the Subtype 'Retail Sales.'

  2. On the Sales Order tab (or the General or Invoice tab), select a customerʼs name from the lookup list. If the sale is a gift, check Is Gift, and enter a gift message text for the recipientʼs gift memo. Manager fills the Sales Order, Invoice, and Credit Card tabs with data from the customer record.

  3. You can also add the customer by dragging and dropping from the Customer list.

  4. On the Sales Order tab, to change the shipping address for the current transaction only, enter a new Customer Ship Address.

  5. If the Customer Ship Address fields are disabled, you may need to change the customerʼs preferred Ship Method (on the Invoice tab) from 'Pickup' to 'Ship.'

  6. Click Inventory Items (or the Shop button) to display inventory items.     

  7. In the Create from Inventory field, type or select the desired item and click Add.

  8. To add multiple items at once, click Show Inventory at the top of the dialog and drag and drop them from the Inventory list.

    For shipping transactions, each inventory item must have been entered properly in the Inventory list, with its correct actual weight.

  9. As you add inventory items to the selection, the updated totals appear beneath the list. To adjust the quantity of an item, select it from the list and click the + and buttons.

  10. To view and change other details for an item, you can click Change (or double-click the item in the inventory list) to display it in the Customer Selection – Data Entry dialog, but this should seldom be necessary.

  11. If the inventory items included are placeholders, link them with real items before checking out.

  12. Double-check the quantity and other values. When youʼre certain theyʼre correct, click Checkout. Manager selects the appropriate empty box, calculates the weight for shipping and handling, and performs all the other steps to create a new package. The display changes to Shipping Items Displayed.     

  13. To show different views of the package information, choose Cost, Detail, or Selection from the View drop-down list.

  14. To create the sale and charge the customerʼs credit card, click Sale on the Credit Card tab.

  15. To print a shipping label, right-click the package on the Sales Order tab and choose Create Label.

  16. To send a receipt, click Email Receipt on the Invoice tab.

  17. Click Save to save the transaction record.

  18. If there are pending items in the Inventory list, Save also Λctiv8s the checkout procedure.

Note: Normally, youʼll perform all of these steps at the time you create the sales order. Alternatively, you can postpone steps 8–10 and do them for a batch of transactions together, using the same commands on the Actions menu that you use when creating a club release: charging credit cards, printing labels, and sending receipts.

To modify an existing club package:

  1. In the Transaction list, open the sales order transaction you want to modify in the Transaction – Data Entry dialog.

  2. On the Sales Order tab, click Inventory Items (or the Shop button) to display inventory items.

  3. Change the inventory selection, quantity, discount, and other values as needed. When youʼre certain theyʼre correct, click Checkout. Manager creates a new package. You can then go ahead and create the sale the same as for a new single retail sale.

  4. If the inventory items included are placeholders, link them with real items before checking out.

Related topics:

Creating sales orders

Club sales

Retail sales