How to Use the Sales Entry System(SES)

This article shows you how you how to use the sales entry system to process online transactions (credit card) and offline transactions (check/cheque, cash, other payment methods) on behalf of a donor.

Our Sales Entry System allows you to process checkouts on the backend, say for when a donor phones or mails in their purchase.

You can also use the SES to process transactions and checkouts you need in Trellis but were paid using offline payment methods, like a direct bank transfer, cash, check/cheque, or a different credit card processor. For example, this might include running sponsorship purchases through the SES to get their purchase into the system and totals, without charging them on Trellis.

1. Go to the Sales Entry System

• From your dashboard, click the Person icon to access the Event and Sales Manager (ESM)
• Log in to the ESM using the same credentials as the dashboard.
• Select the fundraiser you want to manage from the dropdown.
• Click Sales Entry System(SES).

2. Select what you would like to buy for the purchaser

• The SES shows all available purchasables on your fundraiser, even hidden purchasables.
• If Silent and Live Auctions are enabled, this will include a purchasable to pay for a Live Auction Item.

3. Enter the purchaser's information during checkout

• The SES has the same checkout as your Live Fundraising page.
• Complete all required fields for the checkout.
• You can choose whether fees are covered for this checkout. 

4. Select a payment method

• Online Payment Methods:
  • Card: this opens a form for you to enter credit card details and the card will be processed with your fundraiser's payment processor (Stripe or BBMS).
• Offline Payment Methods: 
  • Cash: this allows you to collect cash for the payment.
  • Cheque: this allows you to collect cheque for the payment.
  • Card (Offline): This allows you to enter a transaction that was paid for using a different processor. You do not need to enter card details again to use this method, as nothing is being processed on Trellis.
  • Other: This allows you to enter a transaction that was paid for using a different method (like a bank transfer).

6. Review and finalize the purchase

• Confirm checkout details are correct.
• Confirm fee coverage is correct.
• Choose whether you want the purchaser to receive their confirmation email and receipt.
• Click Complete Purchase to confirm the order.

Your manual entry of purchase is now completed! You can hit New Sale to enter another purchase.

Have your donor check their email for a copy of their receipt and raffle tickets. It might take a few minutes before they receive their email. 

Tip: Some emails might end up in spam, have your donor check their spam mail too!