Individual Sales are in-person sales made directly to customers. These sales can be entered by youth/parents using the Trail's End App® or Unit Leaders using the Trail's End® Leader Portal.
How Youth or Parents Enter an Individual Sale
Individual Sales can be entered using either the Trail's End App.
Note: The app supports credit card and mobile payments.
Entering an Individual Sale in the Trail's End App®
Open the Trail's End App® and tap 'Make a Sale' from the dashboard.
You may be prompted about a storefront shift:
If you are selling on a day with no storefront shifts, you'll immediately go to the Products screen.
If you have storefront shift(s) that is scheduled for more than one hour away, you'll see a pop-up recommending an Individual sale. Tap 'Continue with Wagon Sale.'
If you have a storefront shift that is scheduled for now or within an hour, you'll see a pop-up recommending the storefront shift. Tap the 'Change' button and select 'Wagon Sale'. Tap 'Continue with Wagon Sale.'
Add products to the cart.
For Heroes and Helpers®, tap the Heroes and Helpers button and enter the amount.
Tap the Cart icon to review the order.
Set the delivery method for each item:
Delivering Now – You have the product and are giving it to the customer now.
Delivering Later – You will deliver the product later.
Note: You are responsible for delivering the product. If you want Trail's End® to ship it, use Online Sales instead. Please see How do Online Sales Work?
Be sure to record the customer's information when Delivering Later, so you know where to deliver to. All deliveries should be complete before 12/31.
Select a payment method:
Card – Used to process a credit card payment. If your device is compatible, you can use Tap to Pay. Alternatively, you can use a Square reader or enter the card manually. (Tap to Pay and Bluetooth Square readers support Apple Pay, Google Pay, contactless, and chip cards).
Customer Device – Share a cart link or QR code for the customer to check out on their own device. Be sure the customer shows you the approval screen at the end of the transaction.
Cash – Track a cash payment.
If you select delivering later, you will be prompted to enter delivery information.
Complete the sale and optionally send a receipt by text or email.
You can then choose to make a 'New Sale' or go 'Back to dashboard.'
How Unit Leaders Enter an Individual Sale for a Youth
Unit Leaders can record Individual cash sales on behalf of youth using the Trail's End Leader Portal®. In most cases, youth enter their own sales. This option can be helpful when assisting youth with technology issues or for correcting records.
Sale path - enter the sale from the Sales Page
Log in to the Leader Portal
Go to Sales on the main navigation menu.
Click + New Sale button in the upper right.
Select the Scout in the Drop down list.
Use the toggle to indicate if the products have been delivered or not, or mark individual items as delivered.
Enter product quantities.
Enter Customer Information if applicable (for later delivery).
Click Record Sale.
Scout path - enter the sale from the Scout Page
Log in to the Leader Portal
Go to Scouts on the main navigation menu.
Click on the Scout that you need to record a sale for.
Click + Record Sale button in the upper right.
Use the toggle to indicate if the products have been delivered or not, or mark individual items as delivered.
Enter product quantities.
Enter Customer Information if applicable (for later delivery).
Click Record Sale.
How to Enter Individual Sales After January 1 (Previous Season)
The selling season resets on January 1, but cash Individual Sales for the prior season can still be entered by leaders.
Set the Selling campaign to the previous year
Follow the same steps as above.
Important Notes:
Sales for a previous season cannot be entered in the app.
All sales must be entered by March 30 for the season.
Is there an option to mark an order as unpaid or payment due?
It is best practice to require payment at the time of the order. There is no functionality to mark unpaid orders. If your unit allows this, we suggest putting "unpaid" in the customer's name field.
How does a Scout find the customer's address when ready to deliver?
In the Trail's End App®, Tap Orders
Tap the filter icon in the top right to select orders that are undelivered.
Tap on the order to see the customer details.
Note: The App only shows orders for the current year. If you are delivering orders from a previous year, a leader can pull a report for you that has the customer information on it. Please make every effort to make your deliveries prior to the end of the year (12/31).