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:

  • Business Analytics

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.

  • Business Decisions.

Keeping a record of sales, expenses & customers will help you make better marketing, pricing, stock keeping decisions for your business.

  • Loans/Investor/Grants

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.

How to Record Sales.

You can follow this step-by-step guide to learn how to record sales or watch a Bumpa learning video by clicking here.

  • Open the app
  • Click on the Orders button at the button of the home page
  • Click on the green + button at the top of the page.
  • It will open the Record a Sale page
  • Select the Customer. If you have created an account for the customer before, you can click on the box and select the customer. If you have not recorded this customer before, you can use the + sign to create a new customer or leave it blank.
  • Click on Sales Channel. This is where the sale came from. These sales can be from Instagram, WhatsApp, Facebook, Jumia, Jiji, or even your physical sale in your shop. It is good to add this information so that you can monitor where most of your sales come from in your analytics.
  • Select the date of the order/sale
  • Select the Product(s) the customer bought. You can search or scroll to mark all the products that were purchased, even those that are not published on the website. If the product is not on the list, you can click on the + sign at the top right corner to add a new product.

  • You can choose to give the customer a discount (as a fixed amount or a percentage) and also add the shipping fee (if the customer makes the order from your social media and needs the item delivered to a particular location). This is automatically added to the total amount.
  • Select Payment status. You can add paid, unpaid, or partially paid
  • You can add an extra note about the sale on the box
  • Click on Record Sale and you’ve recorded a sale!

  • Screenshot of the order page, with the new product added (6)
  • Screenshot of the view order page 1 (7)
  • The second screenshot showing the rest of the page (8)

Tips on the Order Page.

  1. Search Button.

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.

  • You can click on All to check all orders
  • Clicking on Pending will show you all your unpaid or unfilled orders
  • Clicking on Completed shows you all your paid and delivered orders

3. Swipe Feature.

  • Swipe left on any particular order and you will see four buttons: Edit, Send invoice, or Receipt and Delete.
  • You can edit the order if you made an error while recording it.
  • You can click on Send invoice or receipt and send it to the customer through email or any social media platform.
  • You can also delete the order if you want to.

4. Filter

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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