Get Started with Sales

Sales provide you with the tools needed to manage and maintain your accounts, products, campaigns, and orders while identifying sales opportunities with in-depth sales analytics from a single application.


The Clients Menu

The Clients menu is the starting point of Sales.  From the Clients menu,  you can add and manage Accounts, create Pricing Groups to group accounts and assign pricing to them and create Distribution Lists to group accounts when sending mass communication. 

Step 1.  Add Accounts 

All Retailer accounts are managed in Sales.  Accounts must be added so they can receive campaigns and access the live Offer Menu to place orders. After accounts have been added, you have the option of using them to create Pricing Groups and Distribution Lists.                                                                              add_acct.gif


The Products Menu

After Accounts have been added, the next step is to create products. Products are created and managed from the Products menu. Before products can be added, Brands, Categories, Attributes, and Attribute Groups must be added.

Step 2. Add Brands 

 Products cannot be added to Sales without first adding their brand(s).                                   add_brand.gif


Step 3. Add Categories 

Categories group products that share similar features and like Brands are required when adding products.                                                                               add_categroy.gif


Step 4. Add Attributes (Strain, Weight, and/or General). 

Attributes are the features like weight, strain, and flavor, that describe products and are required when adding products.  In Sales, there are three types of attributes; Strain, Weight, and General.  Strains must be added in Trace before they will be available for selection in Sales when adding strain attributes.  A general attribute includes non-traceable attributes such as flavor, color, and size. The different attribute values are called Attribute Terms (e.g; strain attribute terms include Og Chem, Kush Mintz, and Wedding Cake, weight attribute terms include 1g, 2g, and 3g, and general attribute terms include red, yellow, green, xs, small, medium).


Step 5. Group product attributes by creating Attribute Groups 

Attribute Groups are required when adding products.  Attribute Groups combine product attributes into a single group and are 1:1 with product categories and/or sub-categories. This means if you have a category called " 1g Prerolls", an Attribute Group called "1g Prerolls" would be created to group all of the 1g Preroll weights and strains.  Attribute groups are used by templates to automatically add products by combining different attribute group terms.



Step 6. Use Attribute Groups to create Templates and bulk add Made to Order and Off the Shelf products.

Templates enhance the process of adding products by using Attribute Groups and automatically combining different attribute group terms to create all possible products from those attribute group term combinations. Products can be bulk-added using a template (the fastest and most efficient way of adding multiple products), by cloning, then editing another product, or manually.  A template is required when adding Made to Order products. Off the Shelf Products can be added with or without a template.          create_template.gif



The Offers Menu

After adding Accounts and Products, the next step is to connect Accounts with Products. Connecting Accounts with Products is done by sending Offers.  Before sending Offers, the products being offered must be allocated by creating Inventory Allocations. Offers can be created for the allocated (reserved) products and sent to Accounts through Campaigns.

Step 7. Create Inventory Allocations     

Inventory Allocations sets inventory levels and limits for products you want to sell.  When creating offers, inventory allocations must be selected which means they must be created before offers can be created.



Step 8. Create Offers then Customize the Offer Menu

Creating an offer assembles the products you want to sell and sets pricing as well as quantities and limits for those products. When an offer becomes active, a live Offer Menu containing the products being offered and their pricing is created for accounts to place orders. Customizing the live Offer Menu before sending an offer enhances the ordering experience for Accounts by allowing you to optimize offer menu items such as product images, product descriptions, and category placement.          add_offer.gif  



Step 9. Create Campaigns 

Campaigns are used to send Offers to Accounts.  You can choose to send an Email or Link campaign to your accounts.  A Link campaign generates a link that gives your accounts immediate access to the live offer menu and an Email campaign sends offers via email. When accounts receive an email campaign, they can click on any of the email's Call-to-Action buttons to instantly access the live offer menu.



The Orders Menu

After Accounts have been connected with Products by sending Offers through Campaigns. And the Offer Menu has been optimized for Accounts to easily place Orders, the next step is to start fulfilling Orders placed from Offers.

Step 10. Approve Orders 

After Orders have been submitted by Accounts, they must be approved before they can be fulfilled.  Approving an order means that the order details have been reviewed and that all products, quantities, and pricing have been approved after review.