Processing Sales Made Externally to Shopfront

If you're wanting to track sales in Shopfront that have been made using an external application or at a time when Shopfront wasn't available, there are a number of options available.

{note}If possible, it's highly recommended to use an integration, you can check out our current list of approved applications by going to the integration marketplace (Menu > Setup > Integrations). If you have a developer who you would like to build a custom integration, they can get started over at the developer portal.{/note}

Processing a Sale and Backdating

If you've just got a one-off sale (or a set of one-off sales) that needs to be processed (for example, you took a cash payment externally from Shopfront), you can do so by putting the sale through Shopfront as-per-normal then going to the sales history, finding the sale and modifying the details (e.g. the date and time, the payment method used, etc).

More information on modifying sales can be found in our help article.

Using a Custom Payment Method

If you're constantly putting through sales from an external source (e.g. an online store, a delivery service, etc.) and don't want them mixed up in your day-to-day takings, a common solution is to use a custom payment method.

Setup a payment method as described in our article and use a payment method type such as voucher or direct deposit.

{note}Don't forget to attach the payment method to the registers you want to use it on!{/note}

Once you've added the payment method, you can process the sale as you normally would and just make sure you select the payment method in the finalise screen.

{note}For further separation & tracking, you may want to also add a customer to the sale, depending on your use case.{/note}

Using a Separate Register

If you'd like to keep track of sales using the same payment methods you normally use but don't want the sales mixed up with the ones processed directly in Shopfront, you can create an additional register specifically for the sales outside of Shopfront.

This will allow you to still use the stock within your Outlet but will completely separate the sales and they won't appear when you're closing the register.

Simply create a new register in the Account & Billing page (Menu > Setup > Account & Billing) and whenever you need to perform a sale, change to the new register.

Once you've changed registers, perform the sale as per normal and then don't forget to swap back.

Using a Separate Outlet

If you're processing sales separately and want to keep track of stock separately, too, then using a separate Outlet is the way to go about it. For things like an online store, this is the most correct way to handle stock and sales.

Simply follow the steps above for Using a Separate Register, but instead of adding the register to the existing Outlet, create a new Outlet and add it to that one.