Prepaid Package Products are used to sell points, which can be used to obtain a specific service or treatment. This article will explain how to sell prepaid package products and check the package/points in the customer data who have purchased them.
Before selling this product, please ensure that you already have or have created a prepaid package product. Learn more about Create Prepaid Package Products.
Step 1. Go to Sell, then Make Sales Transaction
Assign the customer then add the prepaid package product to the shopping cart.
Notes :
You must enter the customer's name in the transaction if you want to sell prepaid package products.
Step 2. Click Pay to Complete Transaction
Step 3. Go to Contacts, then Select Customer
Select customers that have bought package products before.
Step 4. Go to Package Tab to View Customer Package
Scroll down the page, then click the package tab. Here you will see all the package statuses that you have purchased.
Tutorial Video
Related Articles
After successfully selling the Prepaid Package product, the customer can immediately check in/use the Prepaid Package. You can check how to record customer check-in through this article Using Prepaid Package
If you apply a deposit system to customers, these types of products may be able to help your business Redeem Point Type
To extend prepaid package expiry date Extending Package Expiry Date Options
โ