Making a Sale for an Attendee
Making an Instant Product Sale for an Attendee
This guide is designed to assist when making an instant product sale for an attendee attending a face to face course. The price book for attendees is different and grants access to the trainers discounted rates on the promoted products.
Search for the Attendee you are looking to sell the product to
If you are unsure how to search, please use the search tool. (URL link here)
Note: Trainers should be able to access from the related tab of their Course under the attendee list
Selecting the Product
Click on the Product Selection tab.
Understanding the Product Selection tab
- Product Name: name of the product as it appears in the product list.
- Product Code: product code associated with the product.
- Stock Level: estimated amount of stock available in the St John Unley warehouse.
- Unit Price: standard or ‘special contact’ price will be displayed
(the lowest price will automatically be applied).
- Quantity: quantity amount requested by the contact.
- Total Price: line total calculated by ‘unit price’ multiplied by ‘amount’
There are two methods of selecting products below
Product Selection from Hotlist
Select the product from the pre-selected hotlist comprised of important stock list items, e.g. hot sellers, special or promotional items, etc.
Product Selection from the search bar
Type the product code or product name/reference into the search bar and select the item from the autogenerated list
Click on selection box.
When selecting products; any item that has a zero-dollar ($0) value, this is not a valid selection and you will need to continue to find the correct item with an associated ‘unit price’.
Selecting multiple products
You can continue your search by entering another item by typing the next product code or product name/reference into the search bar and select the item from the autogenerated list.
Your previous selection will automatically move to the top of the product list to indicate it has been selected.
Click on selection box.
Modifying product amount
Select icon
Click on Pencil icon in the product line to edit the amount required.
Modify amount to either single product or all selected items
- Individual Product: enter amount to modify single product.
- Multiple Products: select this tick box to modify amounts for all selected products.
You MUST click on Apply to save before moving on.
Save
Change all products quantities as required and scroll down.
You MUST click on Save before moving on.
Confirming the Cart
Click on Cart tab.
Freight
- Freight Flat Rate: freight is automatically added and set at a flat rate
- Cart Amount: total cost of the sale including GST and Freight.
Modifying product amount
Select icon
Click on Pencil icon in the product line to edit the amount required.
Modify amount to single product line ONLY
In this section you can only change a single product line amount to the required quantity.
Save any changes
Change all products quantities as required.
You MUST click on Save before moving on.
Delivery details
Click on Shipping Address tab.
There are two methods of selecting shipping methods below
Pick Up
If the contact prefers to pick up their product sales order from the St John warehouse in Unley, click on the Pick Up selection.
You MUST remove the freight cost associated with the sale in the Cart tab.
Click the Cross on the freight product line and follow the prompt to remove.
Delivery
Enter Shipping Address in the search bar and select correct address from the autogenerated list.
If there is no address associated with the contact you will need to Add New Address.
Finalise Product Sale
Confirm shipping address has been entered correctly and click on Proceed to Payment.
Next Step
Taking Payment