Making a Sale in CloudBridal

All Plans

CloudBridal streamlines the sales process, from item selection to payment processing and order tracking. This guide walks you through creating different types of orders and managing the sales workflow.

Contents

• Types of Orders
• Creating an Order
• Walk-in Orders
• Special Order Process
• From Inventory Process
• Rental Process
• Order Documents
  • Signature Options
• Payments
  • Payment Links
  • Payment Processing
• Smart Order Helpers
• Post-Sale Actions

Types of Orders

CloudBridal supports three different types of orders:

1. Special Order: For items not in your current inventory that need to be ordered from vendors. This tracks the process from initial order to final pickup.

2. From Inventory: For items you currently have in stock.

3. Rental: For items you rent out to customers, tracking from rental to return.

Creating an Order

You can create orders in two ways:

1. From the Orders page by clicking New Order
2. From a customer's profile by clicking New Order in the Overview tab

Walk-in Orders

For quick transactions without creating a full customer profile:

1. From the Orders page, click New Order
2. Select Walk-in Customer option
3. A temporary "Walk-in" customer profile is created
4. Complete the order as normal
5. You can convert this to a full customer profile later if needed

Special Order Process

When creating a special order:

1. Select Special Order as the order type

2. Fill out the order details:

   • Order Status: Begins as "New"
   • Vendor: Select from your vendor list
   • Item: Search for an inventory item or enter manually
   • Color: Select the desired color
   • Size: Enter based on measurements
   • Comments: Add internal notes about the order
   • Measurements: Enter customer measurements
   • Price Information: System uses inventory prices by default

3. For items with orderable varieties, you can select specific varieties with different price points

4. Add Additional Items: Click Add to Order to include more items, services, etc.

From Inventory Process

For items you have in stock:

1. Select From Inventory as the order type
2. Search for the item by name
3. Select the specific variant (size, color) from your inventory
4. The system will automatically decrease inventory quantity

💡 Tip: Making a layaway order from inventory? You can set the order status to "On Hold".

Rental Process

For rental items when renting out of your stock:

1. Select Rental as the order type
2. Fill out standard order information plus:
   • Rental Status: Defaults to "Rented"
   • Due Date: When the item must be returned
   • If rental tracking is enabled for the item type, you'll also see reservation dates

Order Documents

After creating an order, generate order documents for the customer:

1. You'll be prompted to generate an order document after creating a new order

2. Select the document type:

   • Order Summary: Shows order details, payments, and balance
   • Agreement: Includes terms and conditions for signing

3. Preview the document before generating it

4. Choose how to finalize the document

Signature Options

• Digital Signature: Ultimate Plan Have the customer sign directly in CloudBridal, via email link, or on a separate device
• Physical Signature: Print the document for physical signature

E-Signed documents are saved to the customer's profile for future reference.

Payments

CloudBridal offers several payment options:

1. After creating an order, click New Payment in the Payments section
2. Choose payment options:
   • Collect Payment Now: For immediate payment
   • Schedule Payment for Later: For future payments
3. Set the payment amount (full, half, custom)
4. Select the payment method

Payment Links

Core Plan Ultimate Plan

If you have the Stripe integration enabled, you can send payment links to customers:

1. Create a new Scheduled Payment and select the Payment Link option after creating the payment
2. Choose to send via email, SMS, or get a direct link
3. Customer can pay online and the payment is automatically recorded

Payment Processing

CloudBridal offers two options for processing payments:

1. Stripe - Process payments directly using the Stripe integration. This supports card readers, online payments, and manually entering payments.
2. External - Record payments made through external processors (Square, etc.). Note that CloudBridal does not integrate with these external systems, so you'll need to manually enter the payment information.

For more details, see the Payments & Processing documentation.

Smart Order Helpers

Ultimate Plan

This feature automatically applies add-ons, fees, or discounts based on predefined rules. See the Order Settings documentation for more information.

1. Configure in the Order Settings
2. The system automatically applies relevant fees, discounts, or add-ons when creating orders
3. Example: automatically add tariff fees to special orders

Post-Sale Actions

After recording a sale, you may have various actions to take in the future. For example:

• For special orders, you will need to process the order through the vendor. You can use the Purchase Orders feature for tracking this process.
• You will need to ensure that the customer's order status is updated as the order progresses, particularly for special orders and layaway orders.
• If the customer has not paid in full, you will need to record any future payments.
• When the customer picks up their item, you may want to generate a pick-up agreement.

This list is not exhaustive, and you will need to determine what actions are needed for your business based on your own workflows.