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Creating a Sales Transaction For Prepaid Package Product Type
Creating a Sales Transaction For Prepaid Package Product Type

Create sales transaction for prepaid package products type and view the available package on the customer detail.

Christian Wijaya avatar
Written by Christian Wijaya
Updated over 2 weeks ago

If your store operates in a service industry (e.g., a gym, beauty clinic, or hair studio), you may want to implement a subscription or quota system for each customer visit to your store. In DealPOS, you can use the Prepaid Package product type to sell the service-based products.

When you sell a Prepaid Package product to your customer, they will receive points along with their validity period. These points can serve as a quota for the number of visits to your store. Before you create sales transaction for this product, please ensure that you already have or have created a prepaid package product. Learn more about Create Prepaid Package Products.

To create sales transaction for prepaid package products type and view the available package on the customer detail, you can follow the steps below

Step 1. Go to Sell menu and create a sales transaction

Assign the customer then add the prepaid package product into the shopping cart.

Assign Customer & Add Prepaid Package Product

Notes:

You must input the customer's name in the sales transaction if you want to sell prepaid package products.

Step 2. Click Pay button to complete the transaction

Pay Transaction

Step 3. Go to Contacts then select customer

Select customers that have bought package products before.

View Customer in Contacts

Step 4. Go to Packages tab to view the customer package

Scroll down the page, then click the package tab. Here you will see all the package statuses that you have purchased.

View Customer Package

Notes:

If you have more than 5 packages, you can see the package list by clicking the Dropdown list button in the bottom right corner.


[Tutorial Video] Creating a Sales Transaction For Prepaid Package Product Type


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DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).

dealpos.com
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