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Selling Merchandise

If your business sells non-service items like apparel, accessories, and food, you can add these items to your Pike13 business. Clients cannot see merchandise for sale on your Pike13 website. Only staff can sell merchandise.

Tip: Review financial data for your merchandise in Reporting with the Invoice Items and Transactions by Invoice Item reports.

In This Article

    Who can use this feature?

    • Pike13 Plans: ✅Premium, ✅Advanced, ❌Essential
    • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

    Selling Merchandise from the Store

    1. At the top of any Pike13 page click Store, then click Merchandise.

    2. Click the item that you want to sell.

    3. Choose options and add-ons for your customer, and click Add to Cart.

    4. On the Shopping Cart page, do any of the following:

      1. Modify the item to make any necessary changes, such as applying a discount, changing previously-selected options or add-ons or adjusting the price.

      2. Select + Add More Items, and then repeat steps 2-3.

      3. Enter a coupon code.

      4. Link to a client profile by clicking Choose Client.

      5. Send a New Purchase Request.

    5. Click Secure Checkout.

    6. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.

      1. 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.

      2. 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.

      3. 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 Merchandise from a Client Profile

    1. At the top of any Pike13 page click Clients.

    2. Select the client of interest, then click the New Purchase button.

    3. Select the Merchandise tab.

    4. Click the item that you want to sell.

    5. Choose options and add-ons for your customer, and click Add to Cart.

    6. On the Shopping Cart page, do any of the following:

      1. Modify the item to make any necessary changes, such as applying a discount, changing previously-selected options or add-ons or adjusting the price.

      2. Select + Add More Items, and then repeat steps 3-5.

      3. Enter a coupon code.

      4. Send a New Purchase Request.

    7. Click Secure Checkout.

    8. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.

      1. 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.

      2. 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.

      3. 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.