Help guide · 1 min read

Connect online and in-store

Keep your online shop and your till on one set of products, customers and payments, so you never count a sale twice.

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If you sell online and in person, the goal is simple. Keep one product list and one customer list. Then look in one place to see the money that came in.

1. Start with the product list

Give every product a clear name, a price and a short description. Add the details a customer needs to choose, such as size or colour.

Then decide which products belong online. You can sell everything in the store and only part of it on the web.

2. Follow the order, not only the checkout

A paid checkout is where the work starts. Someone has to find the items, pack them and hand them over or send them.

In BizPlusX an online order arrives as an invoice. You can see it next to your in-person sales and collect against it like any other invoice.

3. Agree who does what

Decide who checks for new online orders and how often. Write the answer down. A small habit, such as a check at opening and again at closing, stops orders waiting unseen.

4. See one picture of the business

Look at online and in-store sales together. Check the money received against what you expected.

When both channels use the same records, you avoid counting the same sale twice.

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Kenya, United Arab Emirates, United States, and customers worldwide

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