Tuesday Tip - "Tracking All Sales Channels"

We know you sell through many channels: on-line, at trunk shows, consignment, and wholesale. You need to be able to track all those sales in an easy way, and you can do that with Stitch.

This topic will change as we integrate with shopping carts like Etsy and begin to take payments through different credit card processors, but you can already track all your channels efficiently. As you get comfortable with Stitch, you may find a better way to do this for yourself, but here are recommendations to get you started. You can also take a look at our FAQ's for additional tips.

First, use your Contacts area to set up any channel you sell through. You can do this by setting the Customer Type accordingly. For example, you have several stores you sell through and may want to set their type as a 'Retailer', 'Wholesale', or even 'Consignment'.

You may also want to put an event in as a Contact and set their customer type to 'Trunk Show' or 'Street Fair' to keep track of what you sell at a local show.

Custom_contact_typeRemember, if you want to change the customer type in the future, you can.Once you add the contact, you have the ability to edit the customer type in the info tab.Keep in mind, you may not end up using every blank field for every sales channel, and that's ok. We've included them because people sell in many ways, but they may not be a necessity all the time.

Edit_contactAdding a customer type enables you to track orders in various categories and analyze them accordingly.


Now that you have a few Contacts set up, we have several recommendations for how to place Orders in your Stitch system:

Wholesale: Place every order as it comes to you.

On-line: Place orders at least once a week. For example, this week you received five orders through your Shopify on-line store. On Sunday, place one order for all five sales you received for the week. The frequency you place the orders is up to you, but the longer you wait, the bigger that pile of sales will get. Don't worry, it won't be long before this process is automated in Stitch.

Trunk Show: At the end of the show, place two orders. One for credit card sales and one for cash sales. This way you have everything from the show tracked and you'll know what to expect next year. It will be easy for you to track what you're selling at the show because you can print your line sheets that Stitch generates and take them with you. That way, you can check off the products you sell as you sell them rather than writing down every single sale. Again, we should be rolling out a more automated process in the future.

Consignment: Place an open order for your consignment sale and invoice the order piece by piece as the store sells through your merchandise. If the store wants additional merchandise, add the merchandise to the open order. It will essentially be a running tab with the store. Remember, you can add as many invoices as you want to an order. This will help you know what's outstanding and what has been sold for each account.

Creating sales orders in Stitch is so fast and easy, it takes no time at all to stay on top of what you sell. You'll also have accurate inventory counts and know exactly what your selling through each channel. Our reports allow you to analyze by customer "type." This gives you a very clear picture of which channel is doing best and where to focus your resources. See the example below.

Well that's it for this week. You're well on your way to making even better business decisions and we look forward to helping your business grow.

See you next week!

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