Taking orders & Recording Sales

Recording Orders in your Web Account

For customers who order from in advance but wait to pay until you deliver.

1. Login to your Trails End Account online.

2. Go to the "Dashboard"

3. Select "Record a Wagon Sale" (under the Face to Face heading)

4. Type in the Customer's Information.

5. Add Products

6. Select the Appropriate Delivery Status

7. Select "Record Sale"

Recording Orders in the App - individual sales

For customers who order directly from you and pay when they order. This includes pre-paid pre-orders as well as immediate pick ups when people take it as soon as they buy.

Click for Video Instructions

1. Select "Wagon Sales"

2. Select "Start Wagon Sale"

3. Add Products

4. Select "View Order Summary"

5. Select "Add" a Military Donation or "Skip to Decline"

6. Select "Take Payment"

7. Select the appropriate payment type: cash or card. Credit/debit card can be manually entered (be sure to enable the microphone even if you aren't using Square.)

8. Select "Record Customer Info" to record your supporter's contact information. This is important if you need to deliver a product to them in the future!

Recording Orders in the App - group sales

For customers who purchase popcorn at a group fundraising event ("Storefront Sale").

Click for Video Instructions

1. Select your current shift under "Storefront Sites"

2. Select "Storefront Sale"

3. Add Products

4. Select "View Order Summary"

5. Select "Add" a Military Donation or "Skip to Decline"

6. Select "Take Payment"

7. Select the appropriate payment type: cash or card. Credit/debit card can be manually entered. (Be sure to enable the microphone even if you aren't using Square.)

More Instructions for Storefront Sales/Group Fundraising Events