Sales are the life and oxygen of any business. Keeping records of sales is the backbone of any business.
Record keeping is important for different reasons:
Keeping an accurate record of sales will help Bumpa give you the full picture of your profit, losses, the number of orders & customers per month, best-selling products, what sales channel brings the most customers, etc.
Keeping a record of sales, expenses & customers will help you make better marketing, pricing, stock keeping decisions for your business.
If you ever want to get a loan or grant for your business, having records that are up to date is extremely important. Also, you don’t know when and where you will meet an investor, so it’s better prepared than sorry.
Before we go into the steps of recording a sale, I need to add that transactions conducted through your Bumpa website are automatically recorded. This is a good reason to encourage your customers to use your website.
Bumpa also allows you to record offline sales.
You can follow this step-by-step guide to learn how to record sales or watch a Bumpa learning video by clicking here.
You can click on the search bar at the top of the Orders page and search for a particular order either by the name of the customer, location, amount, product, or any other means of identifying them. Also, you can type in ‘Unpaid’ in the search bar and all unpaid orders will be shown. You can do the same search for partially paid, unfulfilled, or paid orders.
2. Three Buttons
At the top of the orders page, you will find three buttons: All, Pending & Completed.
3. Swipe Feature.
One great thing about the Bumpa app is that you can easily find specific orders by using Filters.
With Filters, you can search for an order(s) by name, sales channel, date of order, payment, or shipping status.
For example, if you filter 'Instagram' in your sales channel all orders or recorded sales from Instagram will Be listed for you, same if you filtered the payment status 'Unpaid'. All unpaid orders will be highlighted for you.
How To Use Filters.
· Click on the Orders button on your dashboard
· Click on the filter icon beside the search bar.
· Click on the filter you want and enter the required details.
· Click on the green 'Apply' button.
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