Sales Process: Streamline Product and Service Sales
Design a simple Ordafy sales process across Shop, POS till, Payment Links, and Marketing without losing track of fulfilment.
One process, three channels
Most Ordafy businesses sell through Shop online, POS in person, and Payment Links for quotes. The process should feel the same: capture order → take payment → fulfil → follow up.
Step 1: Standardise the offer
Clear product/service pages, visible prices, and stock/slot truth. Publish only what you can deliver this week.
Step 2: Choose the channel
- Browse & buy: Customer on Shop
- Counter: Staff on
/pos/dashboard/till - Invoice-style:
/pay/dashboardpayment links
Step 3: Close cleanly
Apply approved promos from Marketing, confirm totals, and take payment. Never promise a discount you have not created as a real code or instant discount.
Step 4: Hand to ops
Fulfilment owners work Orders / Bookings. Sales staff should not mark complete until the customer has what they paid for.
Step 5: Measure
Weekly review in Analytics: conversion anecdotes, average order value, promo usage, and till vs Shop mix. Adjust catalogue and staffing.
Frequently asked questions
Can I sell without Shop?
Yes—POS and Payment Links work—but Shop is how new customers discover you on the marketplace.
Services in the same process?
Yes at a high level, but availability and Bookings replace Inventory/Orders for appointments.
Where do scripts live?
Keep staff scripts in Notes or Vault; keep customer offers in Marketing.
Sharpen the funnel
Next: POS till, marketing, sales practices, Become a provider.
Related guides
Getting Started: Creating Your First Product on Ordafy
Create and publish your first Ordafy product in Business: details, variants, pricing, images, inventory notes, and how customers find it on Shop.
Advanced Product Management: Custom Fields at Checkout
Add product custom fields in Ordafy Business so checkout collects sizes, notes, preferences, and other details—then review answers on orders.
Managing Orders: A Complete Guide
Run day-to-day Ordafy product orders: view Orders, update status, refunds, customer details, and how Shop checkouts land in Business.