Sell a Package (How-To)

Sell a Package

  1. Navigate to Left-hand Navigation: Point of Sale » Items for Sale.

    Screenshot 2024-07-24 at 1.06.19 PM.png

  2. Click the Add to Cart button for the package the customer is buying. This will add the package to the shopping cart.



  3. When all items have been added, navigate to the cart by clicking on the success message in upper right of your screen, or click on the cart from the top navigation menu.

    Screenshot 2024-07-24 at 1.07.23 PM.png

  4. In the Shopping Cart, assign an owner to the cart session. An owner must be assigned to add the package to their profile.

  5. Click the Check Out With Payment button to collect payment and complete the transaction.

    Screenshot 2024-07-24 at 1.09.59 PM.png

 

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