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Selling Merchandise

If your business sells non-service items like apparel, accessories, and food, you can add these items to your Pike13 business.

In This Article

    Who can use this feature?

    • Pike13 Plans: ✅Premium, ✅Advanced, ❌Essential
    • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

    Best Practice

    Location of Sale and Reporting

    Change the location of sale when on the Checkout page.

    Keep tabs on financial data for your merchandise by reviewing the financial reports, Invoice Items and Transactions by Invoice Item, in Reporting.

    Warning

    Staff Only

    Clients cannot see merchandise for sale on your Pike13 website. Only staff can sell merchandise.

    Staff App

    Selling Merchandise from the Store

    1. Click on the 3 bars in the upper left hand corner and select Store.
    2. On the Choose a product page, select Merchandise.
    3. Tap the item that you want to sell.
    4. Choose options and add-ons for your customer, and click Add to Cart.
    5. On the Shopping Cart page, do any of the following:
      1. Modify the item to make any necessary changes, such as applying a discount, changing previously-selected options or add-ons or adjusting the price.
      2. Select + Add More Items, and then repeat steps 2-3.
      3. Enter a coupon code.
      4. Link to a client profile by clicking Choose Client.
      5. Send a New Purchase Request.
    6. Tap Secure Checkout to complete the sale.
    7. Ensure the Location is correct.
    8. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.
    9. Tap Choose a payment method, and then choose a payment option.
      1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
      2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
      3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.

    Selling Merchandise from a Client Profile

    1. Tap on the 3 bars in the upper left hand corner, then tap Clients.
    2. On the Clients page, select the client of interest.
    3. Tap on the down arrow , then tap the Shopping Cart icon.
    4. On the Choose a product page, select Merchandise.
    5. Tap the item that you want to sell.
    6. Choose options and add-ons for your customer, and click Add to Cart.
    7. On the Shopping Cart page, do any of the following:
      1. Modify the item to make any necessary changes, such as applying a discount, changing previously-selected options or add-ons or adjusting the price.
      2. Select + Add More Items, and then repeat steps 4-6.
      3. Enter a coupon code.
      4. Send a New Purchase Request.
    8. Tap Secure Checkout to complete the sale.
    9. Ensure the Location is correct.
    10. Choose whether or not to send an email receipt to the client. The default is Yes. Ensure the email address is correct.
    11. Tap Choose a payment method, and then choose a payment option.
      1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
      2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
      3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt. Click + Add another payment, choose the second payment method, and then click Finish.

    Desktop

    Selling Merchandise from the Store

    1. At the top of any Pike13 page, click Store, and then select Merchandise.
    2. Click the item that you want to sell.
    3. Choose options and add-ons for your customer, and click Add to Cart.
    4. On the Shopping Cart page, do any of the following:
      1. Modify the item to make any necessary changes, such as applying a discount, changing previously-selected options or add-ons or adjusting the price.
      2. Select + Add More Items, and then repeat steps 2-3.
      3. Enter a coupon code.
      4. Link to a client profile by clicking Choose Client.
      5. Send a New Purchase Request.
    5. Click Secure Checkout.
    6. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.
      1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
      2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
      3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, select +Add another payment, choose the second payment method, and then click Finish.

    Selling Merchandise from a Client Profile

    1. At the top of any Pike13 page, click Clients.
    2. On the Clients page, select the client of interest, then click the New Purchase button.
    3. Select the Merchandise tab.
    4. Click the item that you want to sell.
    5. Choose options and add-ons for your customer, and click Add to Cart.
    6. On the Shopping Cart page, do any of the following:
      1. Modify the item to make any necessary changes, such as applying a discount, changing previously-selected options or add-ons or adjusting the price.
      2. Select + Add More Items, and then repeat steps 3-5.
      3. Enter a coupon code.
      4. Send a New Purchase Request.
    7. Click Secure Checkout.
    8. On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.
      1. To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
      2. To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
      3. To split a payment between payment methods, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, select +Add another payment, choose the second payment method, and then click Finish.