Purchasing a product
There are 4 ways to make a sale (add a product to a contact’s cart)
- From the contact cart
- Collectively to several people from the contact list
- From the activity to which the member is assigned
- The member does it alone from the online store in their personal space
Adding a product to a member
After opening the contact’s file, click on the Expense button in the cart tab.
You then have the choice between a free expense or an expense linked to a product. To add a product, select it from the list and indicate the quantity.
Adding payment
Adding a payment linked to this product is made either in the contact’s cart (payment button), or from the online payment from the personal space.
Adding a product to multiple contacts
To add a product to multiple contacts, use the collective edit box at the bottom of the contact list.
Check the folders for which you wish to add a product, select the “add product” function then choose the desired product. then click OK.
Purchase via the online store
The member can purchase a product from the online store accessible from their personal space. This store will offer all the products for which you have chosen “yes” in the “Online sales” field.
Adding from an activity
From the activity (planning menu), check the participants for whom you wish to add a product (attendees tab) then use the collective modification function to add product (catalog) or add expense (title+amount).
To learn more about products