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Adding a sale manually to your records.
On the Automation Station menu, place your mouse over "Sales" and click on the "Add" sub-menu. You'll be taken to a new screen with a form that allows you to manually add a sale to your records. The form looks like this one:
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If a sale came in through the phone or fax, this easy-to-use form allows you to add a sale manually to your records. These are the fields you should fill in:
1) Customer: Enter the full name of your customer.
2) Customer email: Enter the e-mail address of your customer.
3) Product: Select the product that your customer purchased from you.
4) Sale type: Was this a personal sale or was it made by an affiliate?
5) Affiliate ID: If the sale was made by an affiliate, enter the affiliate ID here. The commissions will be calculated and assigned automatically.
6) Product options: If the product you are adding has different options available, you will be able to select the correct one using this drop-down box.
7) Add sale: Finally click this button to add this as a new sale to your records.
8) Add product to sale: If you are adding multiple products to a single sale, then you can use this button to add as many products as needed. Once you are done adding all the products, click the "Add sale" button to finalize the sale.
Important: Adding a sale manually to your records is for statistical purposes only. If you made a sale by phone or fax, you will need to bill your customer using the tools provided for this purpose by your credit card processor.
Also note that adding a sale manually will not automatically change the customer from one list to another, you must do that manually as well.
Now that you know how to view and add sales, lets see how you can find out full and detailed sales statistics.
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