As much as we would like all sales to happen online via the website or app, there are still a number of times you may need to process a sale in person.
Sell Using The Staff Portal
To process a sale in the Staff Web Portal:
Click the "Shop" icon from the top right hand of the page (on mobile this via the navigation menu).
Search for the user you want to sell to or Create A New User
Select or Search for your item
Select or add a payment method and click Take Payment
Modify The Price At Checkout
Sometime you may want to process a sale without taking an upfront payment or sell at a reduced rate, perhaps you are giving something away or complete an admin task. To change the price at checkout:
From the Checkout edit the total amount due
If the amount is zero you will have the option to not require a payment method
Click Take Payment
Important: This is only available to staff with the “Owner” or “Manager” roles.
Sell Directly From The Users Profile
To save time if you are already on a users profile, you can initiate sale quickly and skip the user selection step.
From the User Profile click the "Shop" button from the top right hand side of the page (on mobile this is the "Sell Something" button from the action menu").
Select or Search for your item
Select or add a payment method and click Take Payment
📍Where to Access the Checkout and Payment Options
Staff can start the checkout flow and see available payment options from:
Anywhere in the system by clicking the Sell icon in the top-right corner.
Anywhere in the system by clicking the Sell icon in the top-right corner.
The Users page
The Users page
You can click the 3 dots and select "Sell something":
A user’s profile
A user’s profile
On a user's profile page, click the Sell icon in the top-right corner:
