To create a password for first time users, or to reset your password anytime, click Forgot Password.
The link directs the user to the web portal where they can enter their email address associated with BLESS to retrieve their password.
The user will need to check their email and click on the reset password link to complete the password reset.
Once a new password has been set, the user must open the iOS BLESS app again to login.
- Click the + icon to create a new Pop-Up.
- This screen shows open Pop-Ups and all closed Pop-Ups.
- Name or describe the Pop-Up you’re creating (this will identify each pop-up for reporting needs).
- If your Location services are turned on for the BLESS app, you can click on the compass arrow next to Address to automatically detect your location.
- Click SUBMIT button to capture the information and to begin an order.
Only important (for reporting) if the Pop-Up Name was left blank.
Can only have one pop-up open at a time (Allows for both In-Home and Online orders)
Can view the details of any past closed Pop-Ups
DESCRIPTION, DATE, LOCATION
Pop-Up Name entered from previous screen
Creation date and time stamp of the Pop-Up
Address of the Pop-Up
Create An Order
Click the + icon to create a new order. Select type of customer the order is for.
CHOOSE OR ADD CUSTOMERS
Customers that have signed up through the web portal before the Pop-Up has begun.
Customers that have not pre-registered but that are interested in doing so.
Customers that do not want their information stored for future use. Email address is the only requirement.
Retailers transferring items from one inventory to another.
Manually drill down to find the item from Inventory for purchase.
To begin the checkout process, review the order to ensure everything is correct. At this time you can not edit the order once it has been saved. Items selected will change from “On Hand” to a “Reserved”status.
Click Cancel to delete the order at this time without payment. If payment has been processed, canceling the order will void a payment. If the order has already been batched, the order will need to be returned.
Swipe left to Discount or Delete.
Discounts each individual item on the order
Removes the item from the order.
Select Fixed Amount or Percent to enter a discount as a straight dollar discount or as a percentage.
This discount will be applied in addition to any and all item level discounts.
PAY WITH CREDIT CARD
If a credit card reader is connected, the device will automatically be detected and the card can be swiped when prompted.
If you have difficulty with the reader, make sure the volume is turned all the way up.
If a reader is not connected, the user will be asked to conﬁrm the Billing Address associated with the credit card being used and then directed to a hand key form where the credit card’s information must be entered.
PAY WITH CASH
To accept a cash payment, enter the cash amount into the ﬁeld and the Change Due will automatically be calculated.
PAY WITH CHECK
To accept a check payment, enter the check number (Optional) into the ﬁeld and click Save.
CHECK OUT WITH TWO OR MORE PAYMENTS
Split Tender allows the user to use more than one type of payment method.
Checkout with split tender is as easy as using single tender.
Select first payment method. Enter in the total amount for the first payment method.
This changes the Order Status from Open to Partially Paid. Click Done to save the order as partially paid or select the next payment method.
Close Pop-Up will be disabled if Partially Paid orders still remain in a Pop-Up.
Continue until the order is complete and paid in full.
The Transactions section shows how many and what kind of payment methods were used on the order along with the total amount that was used on each.
This section will appear for all order statuses.
To receive funds on your MyFunds Card, all orders must be paid in full and have an order status of Complete.
For online orders, create an order just as you would for in-home.
Once a Customer and items have been added to the order and all discounts have been applied, click Save.
This allows the app to calculate tax and proceed with the checkout process or send an invoice.
Select Send Invoice to automatically email an invoice to the customer.
The customer will be directed to pay online via a link at the bottom of their emailed invoice.
The link will direct them to the invoice payment form.
The customer will need to conﬁrm Ship To and Bill To before proceeding to payment.
Once the payment has been submitted, the customer will automatically be emailed a receipt.
INVOICE PAYMENT FORM
The form will SECURELY process the payment for your order.
Once an order has been complete a receipt will automatically be sent to the customer and a read only view of the order will appear on the screen.
You can view this order at any time by 1 of 3 ways.
- Select the < to return to the open Pop-Up Details page. Select the Open Pop-Up and Search for the Completed order. (This can only be done while this Pop-Up is open since the order currently lives in the open Pop-Up).
- IF the Pop-Up is Closed, find the correct Closed Pop-Up and Search for the Completed order.
- Navigate to SALES and find an order by Customer Name or OrderNumber.
FIND ORDER BY ORDER NUMBER OR BY CUSTOMER
To find the order of the item being returned, Navigate to SALES in the Menu > Find Orders
Search for the order by Order Number or by Customer
Open the order to Return Items
Select which items will be returned
A new order number will be assigned and the items will be credited back to the credit card used for payment.
If for some reason the pre-paid card does not have enough funds to do a return, the app will not allow you to return the items.
If the initial order was paid by cash or check, the consultant will need to credit the customer with cash.
A receipt will automatically be sent to the customer and bcc the retailer.
- Create or Choose an open POP-UP
- Choose WHOLESALE TRANSFER to transfer inventory items from one retailer to another.
- Enter the retailer ID to whom the items will be transferred.
- Then create an order.
- Select the items to be transferred.
- Note: No Discounts, No Sales Tax, No Use Tax
- Enter shipping & handling charge if needed, shipping & handling tax will be applied.
- Single or split tender available.
Search by Order Number or by Customer
List of all batches that were settled and transferred to the pre-paid card
Batches out all transactions for settlement at the credit card Processor and funds the pre-paid card.
Another way to initiate a payment to your MyFunds Card is by going to the SALES menu and clicking on the GET PAID button. This will settle all transactions on orders that have completed but have not been batched / settled.
This method will include payments that have been made on Invoices. Click SAVE to initiate and complete the transfer.
List of all payments processed.
To see the details, select a payment to view the totals of the orders that were batched during that payment.
VIEW PAYMENT TOTALS
The Gross Amount of all Sales including Tax
The total amount of sales paid by Cash and Check
The total amount of sales paid by Credit Card
Total amount of tax on receipts from sales
SHIPPING & HANDLING TAX
Total amount of tax on shipping & handling from sales
Total amount of tax based on Wholesale Cost for giveaway items for promotional or personal use
Total amount of processing fees for credit card transactions.
The amount of sales that is pre-funded to your MyFunds card.
The funding amount is calculated by: Credit Card minus Sales Tax minus Shipping & Handling Tax minus Use Tax minus Processing Fees
This is the proﬁt from the batch. It is the MyFunds amount plus Cash/Check.
All Items that have been received, sold and are on hand. Select an Item to Edit, Share or Remove.
- Delete Photo, Retake or Edit the product image.
- Add another Photo.
- Enter a custom description for a private note or reminder (can be used to number the item for an online party).
- Edit the Price (default is MSRP) Set the price to anything greater than or equal to Minimum Advertised Price. (MAP).
- To sell below MAP price, discount the item in the order.
Within 24 hours of placing a wholesale order, the order number will appear with the date the order was placed.
Select the coordinating order number to view the list of Styles and Quantity that was ordered.
If order number is not in the list, press the plus button in the top right in which to enter the order number.
Drill down into each style by selecting the Style and using the +/- buttons to determine the correct quantity and size that was shipped.