1. Help & Learning
  2. Reports, Account, and Payouts

How to Use the Sales Entry System(SES)

In this article, we will show you how to use the sales entry system

With Trellis, you can enter purchases via our SES portal that were paid outside of the platform via card, cash, or cheque!

1. Go to your dashboard and click on the person with a plus sign at the bottom of your fundraising page that you want to access.

2. Select the fundraiser you want to manually enter some purchases from the dropdown and click Sales Entry System(SES).

3. Add the item from the list of purchaseables you want to add to the donor's cart.

4. Hit Continue to enter the purchaser's information.

5. Hit Continue to go enter the payment details. You can choose what type of payment method is used here.

6. Hit Continue to view the order summary then click Complete Purchase to proceed!

7. 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!

Did this answer your question? If not, please feel free to contact us using that teal chat bubble on the lower right corner of your Trellis account dashboard.