Use this video to manually assign sales to a customer in your HYROS account. This works best for sales call based funnels with only a few high dollar sales a week.
Step 1 : Go to your PRODUCTS TAB HERE.
Step 2 : Click NEW PRODUCT. Name it for your reference, set its sale price and add it to category
Step 3 : Next go to your SALES AREA.
Step 4 : Click IMPORT SALES
Step 5 : Import sales using the listed format and then select the product you created in STEP 2 from the tag menu. You may set the date and also assign multiple sales at once using the importing format. You may also just copy and paste a list of emails.
Step 6 : Click send. HYROS will manually attach the sales to the emails provided.
ALTERNATIVELY – Click on a customer email, go to “purchases” and then click “add sale”. You will then be able to add a sale for a specific customer and select the date that the sale should be applied.
Manually Adding Sales via CSV
If you would prefer to upload sales via CSV, you will need a sheet with 3 SEPERATE columns, in the EXACT format shown:
Column A: firstname.lastname@example.org (purchase email).
Column B: $producttag.253.00 (product tag + price, separated by a period).
NOTE that if you have already created the product inside hyros with a value assigned then that value will be applied automatically, so adding the price won’t be necessary. Instead, just “$producttag” will be sufficient in this column.
Column C: 2020-04-12 12:30 (date in YYYY-MM-DD + time, separated by a space. Time is optional but recommended).
Once you have completed your CSV file, you can upload it by going to the the sales tab, clicking “import sales” as shown above and then “import CSV”:
You’ll finally need to assign each column value, you should select the following:
Column A = email
Column B = price
Column C = data
And that should conclude uploading sales via CSV. The data should show successfully inside hyros. If not please contact VIP support or in-app support for further assistance.
Manually Deleting Sales
Was a sale applied to a user by mistake? No problem. To delete the sale, just click on the lead’s email and open their purchase history. For more information on accessing purchases for a lead, see the video above.
Then find the purchase you want to delete and select the “x” as shown below:
This will remove the sale from the user, without creating a refund in the system.
If you’d like the removed sale to be applied as a refund in your stats, then go to the sales tab, select the sales you wish to remove and select “remove tags” as shown below:
These sales will then be registered as refunded, and you will be able to see the revenue from that sale in the refund column inside the report.