Live Assistant Pro - Sales History
Sales History
This help file is focused on Sales History if your not using the Square Integrated Checkout Assistant Feature.
If you are not using our integrated Square Checkout Assistant to accelerate auto building of orders and delivery to customers, you will see a "red X Manually Create Orders" line at the top of Sales History. If your interested in learning more click on Checkout Assistant with Square for Live Assistant Pro
When you have larger lives with many claims, the 2nd place (next in line) and 3rd plus - waitlists can get distracting when your trying to focus on invoicing those that won claims. You can dynamically turn off viewing 2nd place waitlists and 3+ waitlists with the two sliders. These filters affect all of the sales viewing and print results.
Live Sale Sorting breaks up claims by each live sale. You can open any Live Sale Summary by clicking anywhere on a live summary.
In the example above, the live started on 4/19 at 9:58am. 9 items are still in carts for a total of $85 and 22 items have been marked checked out for $310 in closed sales. Clicking on the summary will show the detail for each customer with claims and the status of their orders.
Many retailers like to invoice on a per live basis so this is the best sort method for per live sales management.
In this expanded Live Sale, we show two customers have claimed items. A reminder that claimed items are shown with a Blue Dot. Items that are Runner-Up Waitlisted are shown with a Red Dot and Waitlists beyond runner-up are shown with a Silver Dot. We the show the Claim Number, Product Title, the barcode label, Item Price, Trashcan Icon to delete the item and a Free Icon.
EXPORT INVENTORY: If you have imported inventory into your live, then you can use the Export Inventory option after the live is fully over and orders finalized. When you choose Export Inventory, it creates an Inventory CSV file that is only the items/qty that hasn't been marked as claimed or sold. This CSV is in the same template format we use for importing inventory. This allows you to Import a detailed inventory list. Sell during the live, then Export Inventory that hasn't sold. This .CSV file can be used as a baseline for your next sell, just adding anything new that you wish to sell, plus those items that didn't sell on the past live.
EXPORT SALES: If you wish to have a spreadsheet file of a particular live sale, you can hit Export Sales for this .CSV file creation. Load it up in any spreadsheet application like Google Sheets, Excel, Numbers and print it from there if you wish.
PRINT SALES: This will bring up a Print Dialog Box for your device, even on phones and tablets and let you print the current lives sales history.
Per Customer, you can see their name, Email, Zip Area, and Invoice Status.
If the customer is registered, you will see their email and zip here. We recognized zip codes and apply the state as well to give you better information on where the customer is from. If the customer didn't register, but you have their contact details, you can enter them here. We will pull your Name, Email, and Zip information from your account, from any registration form filled out for your lives, and from the comments in the Facebook Lives with Emails and Zip Codes to help you with invoicing.
You will notice with the Red Dot and SIlver Dot Waitlisted Items, those prices are shown, but with ( ) around them. We want you to see the value of the items, but since these items are not in the customer's cart at this time, we put the ( ) around them and they don't count towards the cart totals shown.
If you wish to give an item away for free, you can toggle the Free Icon on the far right of a claimed item. The price for the item will flip to zero and the word FREE goes green to remind you it's to be a free item.
Another group of retailers likes to periodically invoice every few days or twice a week or once a week. On our manual invoicing version of Sales History, we offer a view by Live Sale and a view by Customer across multiple lives. For those retailers, we now offer a "Customer" Sort option. This page prioritizes the sort by Customer and their checkout status, then there is a noted break between lives for reference. So, if you have several lives in a week for example. all of those sales will show for the customers that claimed.
So if you send orders at the end of the week, you can work on a customer's order for all their week's claims across lives, then send them one order and mark their claims as "Order Sent". Once they pay, you can mark them "Order Paid". Once current claimed Items are marked from Order Ready (default state) to either Order Sent or Order Paid, then any new claims to come in after that will be marked Order Ready to start the cycle over again. This allows you to keep it straight what items have been already sent Orders, Items that have already been paid for and items that still need to be added to an existing order or a new order created.