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Sales

Learn how to use the new Sales page in the Leader Portal to view all sales for your unit in one place.

Written by Rachelle C

Overview

The Sales page in the Leader Portal gives you a complete view of all sales placed during your unit's active fundraising campaign. This is new for the 2026 Selling Campaign. Previously, you could only view sales by drilling into a specific Scout, storefront, or product. Now, every sale across your entire unit is visible from a single screen.

Getting to the Sales Page

  1. Log in to the Leader Portal.

  2. Click Sales in the main navigation menu.

What You'll See

The Sales page displays a table of all sales associated with your unit, with the following columns:

The view defaults to Traditional Sales. Choose between Traditional and Online on the top left filter.

  • Date – When the sale was placed.

  • Status – Whether the sale is Complete, Processing, Undelivered, or Refunded.

  • Type – How the sale was placed: Storefront, Individual, or Online.

  • Order # – A unique identifier for each sale.

  • Scout – The Scout that recorded the sale.

  • Product – The item(s) purchased. Sales with multiple products will show the first item and a count of additional items (e.g., "White Cheddar Popcorn + 4 more").

  • Total – The dollar amount of the sale.

  • Payment – How the customer paid (Cash or Credit).

Filtering and Searching

You can narrow down the sales list using the filters at the top of the page:

  • Traditional / Online – Toggle between in-person and online sale types.

  • All / Storefront / Individual – Filter Traditional Sales by type.

  • All Scouts – Use the dropdown to view sales for a specific Scout only.

  • Date Range – Limit results to a specific time period.

  • Undelivered – Show only sales that have been marked undelivered.

Record a New Sale

Individual Sale Record

  • Click on any sale to see the details.

  • Use the three dot menu in the upper right to

    • Send a receipt

    • Edit a sale (mark it delivered/undelivered, edit customer info)

    • Refund a sale.

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