Creating Sales & Printing Cards

Creating a New Sale

1. 1From the main menu, select Sale Cards.
2. 2Click the Sales tab.
3. 3Click the "+ Create Sale" button.

Fill in the Create Sale form:

Adding Products

Option 1: Add Manually

1. 1On the sale workspace, click "+ Add Product".
2. 2Fill in Brand Name, Product Name, Sale Price (required), Size/Quantity, Original Price (optional), Savings (optional), and Tagline (optional).
3. 3Click "Add".

After adding, you can edit any field directly in the product table — click on a field and type. Changes save automatically when you move to the next row. For Savings Text, Tagline, or Product Image use the More button at the end of the row.

Option 2: Bulk Import from Excel

1. 1Click "Bulk Import" on the Products tab.
2. 2Download the sample template for the correct column format.
3. 3Fill in your product data. Required columns: Brand Name, Product Name, Sale Price, Size/Quantity. Optional: Original Price, Savings, Tagline.
4. 4Upload your completed file.
5. 5Review the preview and click "Import".
6. 6Click directly on any product field in the table to correct details if needed.

Selecting Products for Print

Use the checkboxes next to each product to control which ones appear on your printed cards. Only checked products show in the Live Preview and print. Use "Select All" to quickly include or exclude everything.

Generating and Printing Cards

1. 1From the sale workspace, click "Print" or navigate to the print page.
2. 2Verify your template selection and banner text in the Settings tab.
3. 3Set the grid layout (columns × rows) to control how many cards appear per page.
4. 4The Live Preview updates in real time as you make changes.
5. 5Click "Print" to open your browser's print dialog. Select your printer or "Save as PDF". Enable "Print background colors" for accurate color output.

Understanding Grid Scaling

Grid scaling fits your cards onto a printed page while preserving their proportions. When you set a grid (e.g., 3×4), the system calculates the available space on a letter-size page with 0.5" margins and scales all cards equally to fill the grid.

• Cards never scale above 100% — a small template won't be enlarged.
• Aspect ratio is always preserved; cards won't be stretched.
• All cards on a page are the same size.

Choosing Your Grid

Working with Organization Templates

Organization templates give your store a consistent branded look across every sale. Only your team can create or edit them.

Switching Templates Mid-Sale

1. 1Open the sale workspace.
2. 2Click "Edit Sale" and select a different template.
3. 3Save changes.

Best Practices

• Create templates for different purposes: weekly ads, shelf tags, department-specific cards.
• Set your most-used template as the default in organization settings.
• Test new templates with a sample sale before using them in a live sale.

Troubleshooting