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Sales

All Sale related information of your business will be found under this heading.

Sales Screen
Sales Screen

The Sales Screen contains the following (Sales Screen, #1):

Manage Orders

To look at the orders for a location follow the following steps:

Steps: Login Twirll ⇒ Click On Sales (Top Header) ⇒ Manage Orders (Navigation menu on left side)
The orders can be viewed location wise. Select the location of the store from the drop-down on right side of the page.

The list of all active orders will be displayed as shown in Screen-1.snapshot14

Screen-1 shows the list of all orders
 
Attributes in Screen-1
  • Order# – It is the unique number generated automatically whenever an order for a customer is created from Twirll store. It can be used to identify the transaction made by the customer.
  • Customer Name – It is name of the customer who purchased the order.
  • Order Status – It shows the current state of the order. 
  • Items – It is the total number of items for an order.
  • Type – It is the order type. It can be In-store, Pick-up or Delivery.
  • Last Updated At – It is the last time-stamp when action was taken on the order.
  • Amount – It is the total amount of the product for an order.
  • Updated At – It is the last time-stamp when action was taken on the order.
  • Payment Due – It specifies the due amount.
  • Payment Status – It specifies the current status of the payment.
Color Code
As visible in Screen-1, few records are in Red color and few in green color.  Different colors are related to the payments of the order. 
  • Red color shows the orders whose payment is due.
  • Green color shows the order whose payment has been done.
Order Workflow
          Placed ⇒ Processing ⇒ Ready ⇒ Completed
                Placed ⇒ Processing ⇒Cancelled
  1. Active  – All orders which are not completed or cancelled are active orders.
  2. Placed – The orders which are placed by Twirll store either online , in-store or via POS are placed order.
  3. Processing -The orders on which some action is being taken.
  4. Ready – The orders which are ready to be either dispatched if its to delivered or ready for pick-up if its in-store order.
  5. Completed – The orders which are delivered to the customer either in-store or at their address.
  6. Cancelled – The orders which are cancelled by the business due to some reason like product unavailability.
Order Status
The status of the order depends on the stage at which the order is being processed or it may depend on the type of order.
  • Placed
  • Dispatched
  • Ready for Pick-Up or Ready for Security Check
  • In Progress
  • Completed
  • Cancelled
Refresh Order List
Sometimes, new orders may not be visible in the orders list. To view such orders click on ‘Refresh’  button on right hand side of location of store.
 
In Line Order Detail
Click on the line item in the order list to view the order detail. You can perform following operations on order detail page:
snapshot45
  1. Print – To print order summary click on Print button. You can print using cloud printer by clicking on cloud printer button next to Print button.
  2. Change Status – Whenever an action is taken on an order, you need to change the status of the order. When the customer places an order through Twirll, the status of order is ‘Placed’ . If you are processing that order, then change the status of order to ‘In-Progress’. If you have worked on the order and is ready for pick-up, then change the status to ‘Ready for Pickup’.
 Whatever action is taken on that order can be viewed in Order History section on the right hand side of the page.
 snapshot58Fig 1
Change Order Status 
  1.  Select the status from the drop down. Fig-1
  2. Click on the ‘Change Status button‘ Fig-2
  3. Status will be changed, success message will be displayed, it will be reflected in order history too. snapshot57Fig 2

POS

For details, click here.snapshot46

Manage Coupons

Manage Coupons Screen
Manage Coupons Screen

This lets you create and edit coupons for your business.

  • List of all the coupons available for the business will be shown on this screen
  • You can create a new coupon by clicking on the “Create new coupon” button.
  • To edit any pre-existing coupon, simply click on that coupon field from the list of available coupons.

Create Menu

Create Menu Screen
Create Menu Screen

Catalogue is Created to group similar type of product under the same name or folder. In Twirll Inventory also all the products are grouped into various catalogues as per their attributes. You can create as many catalogues as you want to manage your Inventory. Catalogues are basically created to classify the product into different fields To create a catalogue in the Twirll Inventory follow the path as

Sales in the upper bar ⇒ click Create Catalogue in sidebar          
>The Modal will be appeared to select the type of catalogue you want to create

>One Level Catalogue(#1): This is a single level Catalogue that have a main Category and it have products are allotted directly under that category for eg. you can assign your cloths directly under the Clothing catalogue that’s how single level catalogues are defined.
>Two Level Catalogue(#2): This is two level catalogue, you can assign different subcategory to that catalogue. This catalogue is based on three level of hierarchy.
for eg. A subcategory can also be introduced to the clothing catalogue as Men’s and Women making it a two level catalogue as “Clothing” on the highest level after that Men’s and Women as a subcategory on the lower level and after that the remaining cloths are assigned in those two categories in the least level.
In Multiple Level Catalogue , one category can be assigned at a time you can create category and click on “Create” button
>The catalogue will be created with single category.
>To add more categories click on “Add Category” buttonsnapshot59

>The pop-up will be opened and there you can name the category that you want to give and your catalogue will be visible to you in “Browse Catalogue“.

>Three Level Catalogue(#3): The Three Level Catalogue is for the complicated products that have more hierarchy. Products can be sub-categorized into these categories as per their attributes to the respective category in the catalogue. For eg. In the “Clothing” catalogue sub-categories can be assigned as Men’s and Women, these two Sub-categories can be further categorized as “Formal” and “Casual” thats how how three level catalogue can be created
In Three Level Catalogue , one category can be assigned at a time to one hierarchy, you can create multiple sub-category and click on “Create” button
>The catalogue will be created with single category.
>To add more categories click on “Add Category” button
>once you add categories to different sub Categories.
>Your defined Catalogue will be visible below the “Browse Catalogue” from where you can see all of your Catalogues available to you

Manage Offers

You can now manage your offer in this current field very easily, there are various operations that can be performed on the products offer like You can Delete the existing offer or You can Edit the Offer on the Product. Only those Product will appear here on which the Offer is already applied no other product that don’t have any offer will appear in the list . to manage your offers Follow the path as

                         Sales in Top Bar ⇒ Manage Offer in sidebar
You’d be Redirected to the path where the products with offers will be appearingsnapshot60

Edit Offer (#1):To edit the current offer on the Product, Just Click on The “Edit Offer” button(#1) to open the pop up that change the existing offer on the product, the offer pop-up will be opened to manipulate the existing offer on the product
>Time range(#1): You can select the date range in between you want your offer to be applied
>Offer Attribute(#2): Each offer has its own attribute and you can add different attribute to different offers i.e.
Flat amount:You can add amount that acts as a discount on the product
Percentage Discount: If you want to add offer in percentage the click on % and enter the discount percentage
Free Product: If you want to give an additional product on purchase of number of quantities then click on “Buy 2 Get 1”

>Close(#3) : want to change the decision? if you don’t want to Edit current offer simply click on close button to close the Pop-up

>Save(#4) : If you are done Editing your offer then click on “Save Offer” to save your changes in the offer
 
Delete Offer(#2): Offers can be easily removed from the product by clicking on “Delete Offer” button. Once you click on this button the Offer will be permanently removed from the product and the variant will be removed from this list.

Manage Contacts

Manage Contact Screen
Manage Contact Screen

From this screen you can manage all the contacts of your business. Manage contact features such as view, edit and update contacts are available.

  • List of all the available contacts are shown on this screen.
  • To Add a new contact: fill in the details of the Email, Phone number, First name and Last name in the respective fields and then click on the button “Add” (Manage Contact Screen, #2).
  • Reset: (Manage Contact Screen, #3) Clicking on this button will clear all the fields.
  • To edit information of any contact, click on the edit button (Manage Contact Screen, #4).

Browse Menu

Browse Menu Screen
Browse Menu Screen

Browse catalogue contains all the list of catalogues that you have in your Inventory. you can also navigate to all the different levels of catalogues by clicking over the catalogue name (Browse Menu Screen, #1). This will open all the sub-fields of the catalogue, you can also navigate more downwards by following the similar process.

Browse Menu

  • Add item: (Browse Menu Screen, #2) Clicking on this button will allow you to create a new product.
  • Move: (Browse Menu Screen, #3) Clicking on this button will allow you to move the selected items from one menu to other.
  • Search item: (Browse Menu Screen, #4) You can filter the displayed list of item by entering the name of any item in this search field.
  • Enable All: (Browse Menu Screen, #5) Clicking on this button will enable the menu on all the locations.
  • Disable All: (Browse Menu Screen, #5) Clicking on this button will disable the menu on all the locations .
  • The enabled locations for the menu will appear in the green colour, at the top of the list.
  • The disabled locations for the menu will appear in the black colour, at the top of the list.
  • Edit: (Browse Menu Screen, #6) Clicking on this button will let you edit the structure and name of the catalogue.
  • Offer: (Browse Menu Screen, #7) Clicking on this button will let you add offer to all the products of the current catalogue.
  • Remove: (Browse Menu Screen, #8) Clicking on this button lets you delete the current catalogue.

 

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