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How to Sell Products and Services?
How to Sell Products and Services?

Learn all about Product Sales and Service Sales in RemOnline

Amalia avatar
Written by Amalia
Updated over a week ago

Sales in RemOnline allow you to keep records of offline sales quickly. If your company's sales go through certain stages (product search, packaging, delivery, etc.), or you want to make deposits and prepayments, you must manage sales in the Work Orders section. You create a separate work order type and can further see its analytics and reporting.

You can sell your products in three different ways: directly on the Sales page, from Lead profiles, and on the Inventory > Stock page.

Note: Keep in mind that you can sell services only on the Sales page. To enable service sales you need to turn on a corresponding user access permission first in the employees' roles. To enable product sales from Inventory you need to put products in stock by creating new product postings on the Inventory > Postings page.

Selling products and services on the “Sales” page

Step 1. Navigate to the Sales page and press + Sale.

Step 2. Complete the following details:

Client. This field is optional. Select a Client profile from the list or create a new one.

Note: To enable filled-in suggestions and prevent potential duplicate issues when creating new Client profiles, you need to turn on a corresponding user access permission (Can view the customers).

If there is a Lead with a matching phone number found in the system, you will be suggested to create a connection with your current sale. Eventually, such leads are moved to the Successful sale status.

Ad campaign. This field is optional and can be used to track the efficiency of your marketing and advertising. Read here to learn more about ad campaigns and available setup on the Settings > Marketing page.

Note: you can make the Client and Ad campaign fields required on the Settings > General > Sales page. Find more information in this article.

Warehouse. Select a warehouse to sell products from a specific warehouse. Leaving this field empty will still prompt a full list of available warehouses for you to write-off the product (in the case there are multiple warehouses with that product in stock)

Note: Product Sales can involve only one warehouse at a time. To sell products from multiple warehouses at once, you need to move products to a single warehouse.

Category. Enter a product category to narrow your search.

Price. Make a selection from the list of available prices. Set up different types of prices on the Settings > Prices and discounts page.

Labor, service or product title. Start typing a title, SKU, code, barcode, or serial number to prompt a list with searching product suggestions. Upon choosing a warehouse and/or making a category selection, you may click a drop-down box to show a list of matching products.

Step 3. Click on the necessary product or service. Select the total quantity, change price or warranty, and set discount (optional). Press Save.

Note: When selecting the same product more than once (either manually, or using a barcode scanner instead), its total quantity on the table will be updated accordingly.

You can edit or remove products from this table, and add comments if needed.

Step 4. Add a total discount for sale. Press Total discount, enter the value, and save your progress.

Estimated profit is calculated in real-time, so that you can dynamically adjust the sum of discounts and prevent selling at a loss.

Estimated profit calculation: Sale total amount — Total cost of work, and materials.

Note: Estimated profit does not include employees' wages or commissions.

For company discounts, the sum of the discount is included in the estimated profit.

For percentage-based company discounts, the estimated profit calculation is as follows: Estimated profit * (100 — X), taking a discount percentage for X.

For discounts (such as personal discounts, not company discounts), estimated profit does not include the sum of the discount.

To display estimated profit calculation (or hide it from specific roles and employees), check a corresponding checkbox in user access permissions (Can see estimated profit).

Estimated profit will not be shown for successful sales. Use the Sales Profit Report to check the actual sales profit with all costs and wages included.

Step 5. Fill the Comment field (if needed) and press Sell button.

Step 6. Select the Payment method, Cashbox, and Cashier.

Keep in mind that making a selection between cash / cashless payments prompts a list of available cashboxes to choose from. When the payment method is set to Cash, only cashboxes with Cash payment options will be available for selection. And vice versa.

When the payment method is set to Due to balance, the total sum will be automatically deducted from the client’s balance. You can check the total amount of debt (current balance with a client) on the Finance > Balances page or directly from a Client profile.

Note: To enable debt payments, you need to turn on a corresponding user access permission (Can make payments against customer debt). If you have any questions about how to pay off debts, please go through this article.

Please note that when you choose a cash payment method, you can specify the amount in the field below to calculate the rest quickly. This field works like a calculator! If the sale amount is 5000, and you specify 3000 in this field, the system will still record the total amount of 5000; you will also see the full payment (5000) in the customer's balance.

Step 7. Edit the comment (if needed) and select a document to print out.

Step 8. Press Create.

Done! Your sale is logged on the Sales page.

Selling products and services from Lead profiles

RemOnline Leads are available with a Startup plan and higher.

Step 1. Go to Leads page.

Step 2. Change a Lead status to the Successful sale or any other status that triggers sales.

Step 3. Complete details and press Sell. Select the Payment method, Cashbox, and Cashier. Edit notes in the commentary field and select a document to print out, if necessary. Press Create.

When creating a new Sale from Lead, both elements become interconnected and allow one-click navigation between their profiles.

Selling products on the Inventory > Stock page

Step 1. Go to the Inventory > Stock page, select multiple items using checkboxes.

Step 2. Click the More actions button and select Sell.

Step 3. Select the Client and Ad Campaign (optional). Then select the product quantity. Proceed with checkout: add more products, remove unnecessary items, edit quantities or prices. Once you’re done, press Sell.

Step 4. Select the Payment method, Cashbox, and Cashier. Edit notes in the commentary field and select a document to print out, if necessary. Press Create.

Done! You have just created a sale in RemOnline, it can be reviewed on the Sales page 👌

Remember, you can always create client refunds for sale or remove sales from the system.

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