Using the Sales Interface: Managing Product Entry
Master Ordafy's sales interface for smooth entry and fulfilment. Learn how to scan order/booking QR codes, handle special cases, and track saless in real-time.
Introduction
The sales interface is your tool for managing entry and fulfilment efficiently. Whether handling small gatherings or high-volume periods, proper use of sales tools ensures smooth operations.
Accessing the Sales Interface
Navigate to your listing dashboard and click "Sales" or access it directly from the business management page. The interface is optimized for both desktop and mobile devices.
QR Code Scanning
The primary sales method uses QR code scanning:
- Open the sales interface
- Use your device camera or scanner to scan customer QR codes
- The system automatically verifies the order or booking and checks in the customer
- Confirm sales completion
Manual Sales
For cases where QR codes aren't available:
- Search for customers by name or email
- Select the correct order or booking from the list
- Manually mark as sold
- Add notes if needed
Real-Time Statistics
Monitor sales progress with live statistics:
- Total orders/bookings
- Checked-in count
- Remaining capacity
- Sales rate percentage
- Statistics by variant or type
Handling Special Cases
Manage various scenarios:
- Duplicate Saless: System prevents duplicate saless automatically
- Invalid or Refunded: Handle cancelled or refunded orders/bookings appropriately
- VIP Access: Use special sales processes for VIP customers
- Group Saless: Record sale multiple customers from the same order
Offline Mode
Ordafy's sales app works offline. Saless sync automatically when connectivity is restored, ensuring you never lose data.
Exporting Sales Data
Export sales lists during or after your service or fulfillment flow for:
- Security purposes
- Catering or capacity counts
- Post-fulfillment analysis
- Certificates or records
Best Practices
- Test sales equipment before go-live
- Train staff on the interface
- Have backup devices ready
- Monitor statistics throughout
- Export data immediately after
Conclusion
Mastering the sales interface ensures smooth entry and accurate tracking. Practice with test orders or bookings before going live to build confidence.