Build a Simple Sales Process

One process across every channel

Your customer should get the same clear offer, accurate total, secure payment, and dependable fulfilment whether they buy online, in person, or through a payment link.

Step 1: Make the offer clear

State what the customer receives, the full price, available options, timing, and any important refund or cancellation terms.

Step 2: Choose the channel

Send customers to Shop for online browsing and checkout.
Open Tools, then POS, for face-to-face sales.
Open Tools, then Payment Links, for remote payment links.
Collect early interest in Leads (under People) from Ask a question, your website, or a walk-in.

Step 3: Confirm payment

Review the basket or payment request, apply only approved promotions, and wait for a successful confirmation. Available card methods depend on Stripe Connect or Paystack in your market.

Step 4: Hand over to fulfilment

Use Orders for products and Bookings for appointments. Sales teammates should pass on customer notes and avoid marking work complete before delivery or service is finished.

Step 5: Follow up and learn

Resolve problems quickly, invite useful feedback, and review Analytics each week. Convert closed leads when someone buys, and mark lost when an enquiry does not go ahead.

Frequently asked questions

Can I sell without listing on Shop?

POS and Payment Links can support direct sales, but Shop helps new customers find your business and catalogue.

Does the process work for services?

Yes. Replace product stock and order fulfilment with availability, bookings, and appointment completion.

What to do next

Next, read Capture and follow up on leads and Take in-person sales with POS.