Introduction

A well-executed sales process sets the tone for your entire fulfillment experience. This guide covers everything you need to know to streamline sales and ensure smooth product entry for all customers.

Planning Your Sales Process

Before go-live, plan your sales strategy:

• Location: Choose accessible, visible sales areas
• Staffing: Assign adequate staff based on expected capacity
• Equipment: Ensure devices are charged and tested
• Timing: Open sales early to avoid peak-time congestion
• Flow: Design a logical flow to prevent bottlenecks

Pre-Product Preparation

Prepare for smooth sales:

• Export customer lists and organize by variant or type
• Test QR code scanning functionality
• Charge all devices and have backup batteries ready
• Train staff on sales procedures
• Prepare signage directing customers to sales
• Set up multiple sales stations for high-volume periods
• Test internet connectivity at sales locations

Setting Up Sales Stations

Create efficient sales stations:

• Position stations for easy access and visibility
• Provide clear signage indicating sales areas
• Set up separate stations for different variants or types if needed
• Ensure adequate space to prevent crowding
• Have backup manual sales procedures ready

Using Ordafy's Sales Interface

Ordafy provides two ways to record sale customers:

Web Interface (Desktop/Laptop)

Access the Sales Interface from your product dashboard:

• Navigate to your product and click "Sales"
• Enter order/booking reference manually in the search field
• Press Enter or click "Record sale" to process
• View real-time statistics updated every 10 seconds
• See overall progress and statistics by variant or type
• View customer details after successful sales

Mobile App (QR Code Scanning)

Use Ordafy's mobile app for QR code scanning:

• Open the Sales screen in the Ordafy mobile app
• Grant camera permissions when prompted
• Tap to open the QR code scanner
• Scan QR codes from orders or bookings (digital or printed)
• System automatically processes sales
• Haptic feedback and sound confirm successful sales
• View real-time statistics updated every 30 seconds
• Works offline - saless queue and sync when online

Manual Sales Procedures

For cases where QR codes aren't available:

• Web Interface: Enter order/booking reference directly in the search field
• Mobile App: Enter reference manually if QR code is damaged or unavailable
• System verifies order/booking and checks customer in
• View customer details to confirm identity if needed

Handling Special Cases

Be prepared for various scenarios:

• Lost QR / No Code: Verify identity and manually record sale using customer information
• Duplicate Saless: System prevents duplicates automatically, but be ready to explain
• VIP Customers: Have a separate sales process or fast-track option
• Group Saless: Record sale all customers from the same order together
• Late Arrivals: Keep sales open and accessible throughout the fulfillment window

Monitoring Sales Progress

Track sales in real-time using Ordafy's statistics:

• Overall Statistics: View total orders/bookings, checked-in count, remaining, and percentage
• By Variant/Type: See sales progress for each variant or type separately
• Real-time Updates: Statistics refresh automatically (web: every 10 seconds, mobile: every 30 seconds)
• Progress Bars: Visual representation of sales progress
• Manual Refresh: Click refresh button to update statistics immediately
• Export sales data during or after the order fulfillment is completed from your customer list

Offline Sales (Mobile App)

Ordafy's mobile sales app works offline:

• Saless are queued locally when offline
• Queue syncs automatically when connectivity is restored
• No data is lost during temporary connectivity issues
• View offline queue in the app to see pending saless
• Test offline functionality before your order fulfillment
• Ensure devices have the latest app version

Sales Results

After checking in a customer, you'll see:

• Success Message: Confirmation that sales was successful
• Customer Details: Name, email, variant/type, reference number, order number
• Sales Time: Timestamp of when sales occurred
• Error Messages: Clear messages if sales fails (e.g. order not found, already sold)

Best Practices

• Test sales equipment and procedures before the order fulfillment
• Open sales 30-60 minutes before fulfillment start time
• Have backup devices and procedures ready
• Train staff on both technical and customer service aspects
• Monitor sales statistics throughout the order fulfillment
• Export final sales data immediately after the order fulfillment is completed
• Keep a positive, welcoming attitude at sales stations

Post-Product Sales Analysis

After your fulfillment is completed:

• Review sales statistics and timing
• Identify bottlenecks and improvement opportunities
• Compare sales counts to orders and bookings
• Document any issues for future fulfillment cycles

Conclusion

A well-planned and executed sales process creates a positive first impression and ensures smooth product operations. Preparation and practice are key to successful sales management.