Run a sale for an item in your catalog

Table of Contents

(Optional) Step 1. Assign a customer to the sale Step 2. Run the sale

You can use the Roc Services Mobile App to add an item from your catalog to the cart and process the payment.

Note: Before you can run a sale with your catalog, you must set up your catalog. For more information, go to Set up your catalog.

To run a sale with an item from your catalog, complete the following steps:

(Optional) Step 1. Assign a customer to the sale

On the main screen, select
(Optional) Search for the customer by their name, phone number, or email address.
From the list of customers, select the customer that you want to run a sale with.

Select , and then select Catalog.
Select the category that contains the item.
Select the item to add it to the cart.
Select .
Select Charge.
From the list of payment methods, select the payment method the customer wants to use, and then run the sale.

For more information about how to run a sale, go to one of the following articles:

Note for reviewer: All links to all articles for running a sale on the mobile app will be added at publish.