Sales type works when you separate your sales into several types. For example, for retail, you want to differentiate between offline and marketplace store sales (Tokopedia and Shopee) after you have done the integration. In this following article, we will explain the steps for creating a sales type and using it on the marketplace configuration menu.

Table of Content :

I. Add Sales Order Tag

Step 1. Go to Setup Menu, Click More Menu, then Click Sales Order

More Setup Menu

Step 2. Click Add Button

Add Sales Order Type

Step 3. Input Sales Type Form, then Click the Save Button

Save Sales Type

Step 4. Sales Order Type Added Successfully

Sales Order Type was Added

II. Configure Marketplace Channel Order Tag

Step 1. Go to DealPOS Marketplace, Try to Login with POS Account

Login Marketplace

Step 2. Go to Channel, then Select Any Channel

Configure on Channel

Step 3. Go to Orders Tab, Choose Sales Order Tag

Choose Sales Order Type

Notes :

Sales order tag is not only used for Identify Marketplace Orders. Otherwise, this Sales order tag can also be used in POS, for example Walk-In Orders, WhatsApp Orders, etc. You may also use the Sales Order Tag to identify orders from online marketplaces that we haven't handled yet (if you sell on that channel).

Step 4. View Sales Report Based on Sales Tag on DealPOS

Go to Reports, Select Report Detail, then Filter Sales Order Type.

View Report Filtered by Sales Order Type

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