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.
I. Add Sales Order Tag
Step 1. Go to Setup Menu, Click More Menu, then Click Sales Order
Step 2. Click Add Button
Step 3. Input Sales Type Form, then Click the Save Button
Step 4. Sales Order Type Added Successfully
II. Configure Marketplace Channel Order Tag
Step 1. Go to DealPOS Marketplace, Try to Login with POS Account
Step 2. Go to Channel, then Select Any Channel
Step 3. Go to the Orders Tab, Choose Sales Order Tag
The 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.
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