Interested in selling retail products through Fitli? Well, you can! Get those t-shirts, water bottles and uniforms ready, here's a quick guide on how to sell retail products to your customers.
If you're a current business using the 'old' method of selling retail products, you'll likely want to recreate your Retail products using the new method described below. You'll have better tracking of your Retail sales, better presentation to your customers and it's a much-improved process to sell retail products.
Update your Settings
First, head to the 'Admin' section of your Fitli business account, and go to the Business Information -> Business Profile area.
Click the boxes next to 'Retail' at the top, and then 'Retail' near the bottom to add the Retail product category to your business.
Click 'Save' when completed to save your choices.
Create your First Retail Product
To create your first Retail Product, head to the 'Admin' section, and choose 'Products and Services'. Select the 'Retail Products' option, and then click 'Add New Retail Product' on the upper right. Or, edit an existing Retail Product.
Now that you're adding your first Retail Product, complete the information in the Retail Product screen, including the price, Sales Tax (if any - see the Sales Tax Help Documentation), and choose 'Retail' as the product category.
Making a Purchase for a Retail Product
Now that you've created your first Retail Product, let's get to purchasing! Click into a customer from your Customer List, and choose 'purchase' to access the updated purchase menu.
The new purchase menu separates Packages/Memberships from Retail Products, so it's easier for you and your clients to distinguish between the two!
To make a retail purchase, click the blue 'Purchase' button next to the item you (or your client) would like to purchase. If you have Sales Tax enabled, then the Sales Tax amount will be calculated and added to the purchase.
Once the purchase is completed, your Sales Report will also be updated with the Retail Product purchase amount and included Sales Tax (if any). You can also search your Sales Report by Retail Product! If you'd like to request a refund for a purchased Retail Product, the refund request process is the same as with any other purchase.
Thanks and we hope you love the new and improved Retail Product system! If you have any questions or comments, please reach out via chat or email us at email@example.com.