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Sales

Now that you’ve set up your new shop and added a few items to the Catalog let’s delve into the effortless financial operations that the user-friendly Fortis app offers. Designed to make your sales operations a breeze, the app ensures you feel confident and comfortable managing your shop's finances.

The Main Screen​

Once you launch your terminal and log in to the Fortis app, you will see the following screen.

First, let’s discuss what each of those options are for. Later, we will review each window in detail.

The top (1) shows a person logged in to the Fortis app. In our case, that person is the shop owner.

The Sales option (2) opens a window to see previous sales, create new sales, receive payments, and perform refunds.

The Settings (3) opens a window where we can set preferences. This includes customizing your sales settings, managing your inventory, and setting up payment methods. We will guide you through this process in detail later.

Support (4) is your gateway to a wealth of information in our knowledge base or a direct line to our support team via various channels. We've ensured you have all the resources you need at your fingertips, providing a sense of security and reassurance as you navigate the Fortis app for your sales operations.

Sales​

Click the Sales (2) option to see the following window.

At the top (1), in the green rectangle, you can see three icons:

  • The loop icon allows a merchant to search for a previously sold item using the transaction number (5).
  • The question mark opens a knowledge base article with instructions on how to use the Sale option.
  • The reversed triangle button, also called a hamburger button, opens the filter.

The New Sale button (2) allows you to start a new sale. You could also see that button in the main sccreen.

The Opened/Closed tabs (3) allow you to switch between your opened and closed sales.

Finally, all your sales are presented in the sales list (4). Each Sale has a status:

  • Opened — a new Sale with no payments received.
  • In progress — you have started working on this Sale.
  • Canceled — this Sale has been revoked.
  • Closed — this Sale has been completed successfully.
  1. Besides that, in the lower left corner of the Sale you can see a payment status:
    • Not paid,
    • Paid,
    • Refunded.

Sales Filter​

From the very beginning, you'll have an empty sales list, but it will grow enormous pretty soon, so you'll need some shortcuts to find your sales quickly. Let's browse through Fortis dedicated Sales Filter.

Only my Sales (1) will filter the logged-in employee's transactions.

The Status section (2) allows you to filter sales based on their payment status: Not paid, Partially paid, Paid, Partially refunded, and Refunded.

This filter can help you quickly find specific transactions or track the status of your sales. For example, if you want to see all the transactions that have not yet been paid, you can select 'Not paid' from the filter. Remember to hit SAVE to apply the chosen filters.

Now that you've got accuainted with the app's interface, let's see how to make sales & refunds, create orders and setup online payments.