Selling Merchandise

Selling a product from the store

1. At the top of any Pike13 page, choose Store, and then select Merchandise
2. On the Sell Merchandise page, click the item that you want to sell, choose the options and add-ons that your customer wants, and then click Add to Cart.
3. On the Shopping Cart page, do any of the following:
• To add more items to the cart, select + Add More Items, and then repeat step 2.
• To apply a coupon to an eligible product in the cart, select Enter coupon code, enter the code, and then click Apply
• If the customer is a client, click Choose Client, click the client’s name, and then at the top right of the page click the Done button
4. Click Secure Checkout
5. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option
6. Do one of the following:
• To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish
• To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
• To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, select +Add another payment, choose the second payment method, and then click Finish

Selling a product from a client profile

1. At the top of any Pike13 page, choose Clients.
2. On the Clients page, click the name of the client you want to sell the product to, and then in the right menu of the client profile page click the New Purchase button.
3. On the Choose a product page, select Merchandise
4. If the client manages other clients, choose who will use this plan, and click Add to Cart
5. On the Sell Merchandise page, select the item your client wants, choose the options and add-ons that your customer wants, and then click Add to Cart
6. Make any modifications that you want by clicking Modify , and then doing any of the following:
• To update the selected options, under Options click Edit, enter new start and end dates, as needed, and then click Update
• To change the price, under Pricing select Edit, make the changes you want, and then choose Update.
• To apply a discount, under Discounts click Edit, choose the type of discount that you want, enter a percentage or dollar amount, and then click Finish
• When finished making modifications, click Back to Shopping Cart
7. On the Shopping Cart page, do one of the following:
• To add more items to the cart, select + Add More Items, and then repeat step 5
• To apply a coupon to a merchandise item in the cart, click Enter coupon code, enter the code, and then click Apply
• To send a purchase request, choose New Purchase Request, enter the client’s email address if needed, add a message to the client, and then click Send
• To finish the sale, click Secure Checkout
8. On the Check Out & Confirm page, select Choose a payment method, and then choose a payment option.
   NoteIf you choose check, enter the transaction ID or check number when prompted.
9. Do one of the following:
• To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish
• To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment
• To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, select + Add another payment, choose the second payment method, and then click Finish.