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Invoice details example for Inventory

hello friends hello hello i am janessa with sell with amy and i'm so excited to be able to be here live and today today's sell with amy live is brought to you by the letter i okay for invoices and inventory um sometimes when i start to put these things together i'm like how can we coordinate these two things and really invoices and inventory go hand in hand so i want to be able to walk through a few things i'm going to show you first the end result and then i'm going to work my way backwards so that way you can see what we're aiming for and then you can apply it for your own business now i'm using silly trinkets around my house to give examples okay so first let's say you have a couple of things on hand in this case i have a notebook and a ceramic heart okay a ceramic heart and a notebook for our pineapple store um store my demo account here um and so if you have items on hand that maybe aren't available on the website anymore um that maybe hi angie maybe aren't available on the website anymore but you have them and you know people might be interested in them i want to help you see how you can use the cell with amy app to be able to clear your shelves of the things that other people want okay so what i want to show you first is we're going to talk about invoices so typically what happens is sometimes people place orders on behalf of their customers through the website and but you actually take all the information that your customer pays you directly as opposed to going directly through the website some companies have all customers put their orders through the website this is if you have things that you ever take payment for i would say events but that's typically not happening right now if you are invoicing your customers or want to be able to collect money quickly and easily in a way that works really well for them i have a solution for you okay i am going to go ahead and show you what that looks like so for example we are going to look at gizmo here gizabel made this purchase you can see it i went to um let me make sure i'm pointing the right spot i went down here to contacts down here and then i pulled up this particular customer you can see i've already sent an invoice let's take a peek at that invoice okay so in this example this is the invoice that i sent to gizmo i recorded an order and then i sent this invoice to him this is saying who he's shopping with it gives you them the opportunity to connect with you it also says thank you for supporting your business and then provides a really cool list of what was um purchased and what they owe so this is gizmo's total as you can see ignore the fact that that is not my airpods okay um so this is gizmo's total you can and then gizmo has the opportunity to pay me utilizing the service that suits his needs right so that all gizmo has to do is click on this and it'll automatically take them to paypal for example sometimes okay so in this example you can see i sent that invoice to gizmo it's really easy i almost just paid myself whoops uh so you can see how quickly and easily it is to be able to send this invoice out okay um so that's that's super easy for gizmo and it's really easy for you let me give you another example um i'll show you how to do this but first i'm going to give you an example for the inventory portion okay so let's go over to the to do's okay now that we've seen the invoice we're going to go over the to-do's i'm going to scroll down here because i've got something in here under manage social sales so when i select that i can actually see that dash is interested in buying a pineapple notebook friends that's here remember how i said it's not available on the website okay the pineapple notebook um i am going to go ahead and select this and i can see he's interested in buying it how long ago he he's filled out that form and he says i want one let me show you how i created this pineapple notebook and then i'm going to show you how to look how to create this form okay so i'm going to go down here we're going to get back to dash and we'll send them an invoice but first we're going to go down to products so i can show you and we're going to go to my products now anytime you add an item okay this is the item here anytime you add an item you can always add them you can add a photo you can add the name the price and then you can also add a note and in this example it can be a description in this example i only have three of these on hand okay so i have three of these on hand but i did not include a link and if i hit edit i'll show you that you can see when i entered this product you can see all this information there is no link here by design because it's not available on the website right okay uh so because there's no link what does that do i'm gonna go ahead and i'm gonna update that product i'm gonna share it upper right hand corner and i'm just gonna copy that link okay and then we're gonna go back to myself trying to pay myself uh paste and go now this link was created here okay it says leave your information below so this if they were to select the link for this product which is not available on the website it gives them a contact form to fill out okay and so if it says there's only three left like if you were to click on that link it says only three left um you have the ability to have somebody fill this information out when they fill it out okay it get you get that notification we're gonna go back down here manage social sales it says somebody's interested in purchasing it now i can reach out to dash and go sweet you want it you got one of the three let me go ahead and connect with you now i'm going to tell you these are dummy accounts here but what i could do is i could go to his account okay i selected his initials and i'm just going to go ahead i see that he wants one i'm going to go ahead and add a plus i'm going to tap the plus in the lower right hand corner i'm going to record an order and i'm going to go and say hey dash i know that you got this um i am going to search for note book i'm going to add that okay one product selected and i'm going to go ahead and complete that now when i complete adding this order recording this order instead of just hitting record the order i'm going to go ahead and check out which is that green circle to the right when i select checkout it's going to automatically add all of this shenanigans okay there's sales tax this is based on my area my current area and so you can modify that in the account tab but also i can edit fees let's say i want to charge some shipping okay so shipping i can add maybe it's a dollar 99 or something i'm just going to add that done and maybe he had a coupon you can modify here if you need to i'm going to update now i have tax and shipping so that way i'm not leaving any of this on the table if someone buys a 10 item but you uh cover their tax and their shipping that means that that 12.81 order is you're taking only 10 for it and if you have a 25 commission for example there goes your commission so we want to make sure that we are passing those fees along if you feel it's appropriate um understand just cover yourself there we give you the option to be able to do that to add those additional fees now in this example i have the opportunity to record a payment if you paid me in cash charge card is meant if you have the card in hand and you have a swiper okay in this case i don't so i'm actually going to send dash that invoice when i do that i can reach out to him using these ways but of cour of course i mentioned this is a dummy account so i'm actually just going to copy it so you can see it okay and we're going to go ahead and pop it open over here here here's what i would send to dash to be able to say and again he gets to decide how he's going to pay me whatever works best for him if you don't have paypal that's okay you're not going to enter that information in the account tab that's how you set it up it won't show up here if you don't have venmo same thing same for cash app okay whatever information you have enter in the account tab and it'll be present here for your customers to be able to choose how they want to pay you now let's say dash paid okay so i'm going to go ahead and go back to dash's profile and then i'm going to go ahead and on this invoice i'm going to edit it to the right hand side of invoice sent and i'm going to view the invoice and i'm going to now record payment let's say that he actually paid me via cash in this example i mean you can select any of these but then when he pays me this is my favorite part confetti um this way you can keep track of what invoices you have outstanding your customers can pay it whenever they open their phone or their however you sent it to them okay um it allows you to also keep track of who has paid invoices um how do you do that you can go ahead and you can go over to um to their contacts and you can go here and search in here okay so we talked about we talked about creating an item let me do that from the beginning so that way you can add an item that you might have on hand okay if you have something on hand and you want to take a photo of it maybe i only have one of these little ceramic hearts okay we're going to add this product to the catalog i'm going to do that now you go to the products in the center here and then you go to my products and you're going to add okay i don't think i've added this yet i have not perfect so you're going to add upper right hand corner we're going to add i'm going to go ahead and take a photo really quickly there's my little heart i'm gonna change there we go um use photo and then i'm gonna say ceramic heart again you're labeling it we're going to say this is worth 15. i don't know and then in this example you're going to list one available quick note on that um in this example i'm saying one available now remember i said there were three pineapple notebooks available i'm going to go ahead and update the description on that one now you can share from here once you have your product created without a link again because that way it creates your contact form you're going to go ahead and share upper right hand corner and you have the ability to just copy the link or if you wanted to send it to someone specifically you can pull it from there from your contacts here okay so in this example i'm going to go ahead i'll pop that open over here here's my ceramic heart it's slowly loading lots of internet use here and that way somebody can claim it right well how do you know who came first if you go into your um to-do's it'll actually give you a time stamp right manage social sales you can see here i'm interested in buying the notebook i already took care of that so i'm actually going to go ahead and hit complete on this one but i'm going to go back and i want to reduce the inventory on that item so that way if somebody else wants to claim the notebook that's okay i'm just going to edit it and i'm going to reduce this only three on hand to only two on hand right so i'm certifying and update the product okay so now i have done a ton of walkthroughs i'm going to check my comments and see how everyone's doing did i blow anyone's mind are you understanding how this how this uh follows okay so i see lots of friends are being tagged and it looks like they may not be in this group hi tony hey pam lots of friends ida yay and rina let's see so reina it looks as though we are tagging some friends and kim as well tagging some friends that don't appear to be in the group which is okay we're happy to have them in the group they just need to either you send it to them and they request an at and answer some questions that's something important to note if you um have friends that you have shared amy with thank you uh we appreciate that we want to make sure that you're able to that your friends are able to get into this group they need to make sure that they either request or answer some questions okay we've got a ton of information here we want to make sure that everybody who who is using sell with amy has the ability to be here to do these deep dives okay to be able to clear out your inventory right i would love to hear if you have any questions you're more than welcome to drop them in the comments kim says she's done this and she loves it isn't it awesome um and diana loves amy hey thank you uh we've got some stuff coming up too and i can't talk about it too much but i am i'm really excited for next week's live as well um some things might be dropping in the near future that's all i'm gonna say but for this week i would love to hear how your inventory getting your inventory in the cell with amy app adding it to your my products category um down at the bottom whether you have products in the app or not everybody has this my products category section you can add products as they see fit you can use um you can use this for a variety of reasons and it's tremendously helpful especially if someone's looking for something that's been out of stock for a while and i know that that's the case for a variety a number of companies um i was recently i recently attended an instagram party which was kind of new for me um and it was fun and it was intriguing um but one of the things that was highlighted in that party was something that was out of stock and i was super bummed because i wanted it well turns out that the um consultant had one on hand and so i was able to connect with her actually i wasn't able to connect with her now that i think about it because she said i have one do you want it and i said yes but then now i'm realizing that i didn't actually claim that right or get it so um i should probably share this with her and so you have the ability to be able to share the things that people get got so excited about they're out of stock and no longer available ltos or limited time offers and now you have the ability to be able to share those out and make sure that your customers get exactly what you need and you have some additional space on your shelves in theory shelves depending on what kind of products you have right um but i hope and it's also helpful for those maybe as we get a little bit closer to shipping deadlines that are shopping past those shipping deadlines if you have something in your in your inventory or on on hand you have the ability to share it with your customers this way and they will pay you relatively quickly it's sometimes there's a delay because they're like how much do i owe what's happening whatever if we go back to the invoices i don't know if i have one up here i'd sure do if we go back to this invoice there's no there's any if there's any questions they've got your contact information there and ready to go and if they um if they're ready to buy they can just bam right and they say can't pay does anyone heard give me some hearts if you've heard this i can't pay till friday that's okay right you have this link whenever it works for you okay that way they're not waiting to come back to you on a date maybe that they have additional funds in the in the account i if you i can't see hearts so give me hearts or thumbs up or let me know if you've seen that or drop it in the comments if you've heard people say i want it but i can't quite take care of it until friday this way they pay on their time frame and you've given them all the information they need and also again make sure that you're not shortchanging yourself in uh just selling it without the sales tax and um shipping especially for those who maybe buy things and then want to pass those savings on to your customers just make sure that you're not overwriting your margins if you will we want to make sure that you're profitable and in this for the long haul right so if you have any questions live or if you're watching us on the hashtag afterparty it's what we call our replay please drop them in the comments it's my favorite part that love being able to answer these questions if you have friends that are just now joining sell with amy because they want to ramp up for the holiday sales i am so excited to be able to have them give this a go um please make sure that they're in this group and that you're able to they're able to get questions or sorry their questions answered if you have not yet um if you're relatively new to amy i want to introduce you to our incredible support team in the app go to the account tab lower right hand corner scroll down right down to the bottom there is a plethora of resources and support here and um and i would love to be able to have you reach out to our amy support they're incredible people and they are live real people waiting to chat with you um kim said you have a lot to pay through amy isn't it incredible it worked it makes it so easy for you and it also means that there's not a whole lot of like uncomfortable back and forth right so that way and then if you're following up we also provide reminders to connect with those who have outstanding invoices so that way they're able to get what they're looking for and you're able to make sure that they get what they need so thanks so much for joining me i hope you have an incredible guys it's november an incredible november and i look forward to seeing you next thursday thanks so much for joining me bye