Step 1: Manage Point of Sale Items

This section will guide you through indicating which items show on the Customer Portal for sale.

1. Navigate to Left-Hand Navigation: Admin » Retail.
   
   
2. Scroll down to the section labeled Retail Items.
   
   
3. Edit the retail item that will be sold on the Customer Portal.
   
   
   
   
4. Ensure the following toggles are enabled:
   
   
   • Status (required to see items in the portal)
     
     
   • Show to customers (required to see items in the portal)
     
     
   • Allow online order when out of stock (optional)
     
     
5. Save your changes. Repeat for additional retail items to be sold on the Customer Portal.

Important: If you have a lot of retail items to add, you might consider importing them rather than adding them one by one. Check out Bulk Import Retail Items from Excel (How-To) for assistance.

Step 2: Enable Notification Preferences

You can configure user groups to receive a notification when customers submit online retail orders. Navigate to Left-hand Navigation: Reports & More » Groups and turn on the Notification: New Online Retail Order Recieved permission. For more information, please see our article on the Notifications Center.

1. To enable notifications for a user group, navigate to Left-Hand Navigation: Reports & More » Groups.
   
   
2. Locate the Notification: New Online Retail Order Received permission and enable it for any user group that you'd like to receive an in-app notification when retail is purchased.
   
   
   
   
3. This permission can be local to only locations where the owner ordered the item or can be global, meaning a notification will display at all locations when a customer orders a retail item, regardless of the location.
   
   
4. Save your changes.

Step 3: Enable Email Preferences

There are two email templates you can enable for your customers. These include the New Online Retail Order Received which sends an email as soon as they submit an order as well as the Online Retail Order Ready for Pickup email which sends when prompted by the business. To enable communication for pet parents, navigate to Left-Hand Navigation: Admin » System Email.

On this page, enabled the following email templates if you'd like:

Related Resources

• Retail Sales Topic Outline
• Make a Purchase as a Pet Parent How-To
• Process a Retail Order How-To
• Allow Customers to Purchase Packages How-To