How to Use Retail Sales in Boatyard
Retail Sales allows you to sell over-the-counter parts and products directly from within Boatyard. Whether you're running a ship store, selling fuel, or selling parts, this feature makes it fast and easy to process sales and keep your inventory up to date.
Credit card payments are processed through Stripe only for retail sales. You will need a Stripe account to use credit card payment processing.
You can use ‘Cash’, ‘Check’, or ‘Other’ payment methods if you are not using Stripe.
What You Can Sell
Retail Sales pulls directly from your Boatyard parts inventory. Any part that exists in your inventory can be sold through the Retail Sales module.
You can sell a part even if it shows as out of stock. This is intentional. Stock values are not always perfectly accurate in real time, and you may also need to sell a part before it physically arrives. Boatyard gives you the flexibility to complete the sale regardless of stock status.
Starting a Sale
Navigate to Retail Sales in the Boatyard dashboard.
Search for the part you want to sell using the search bar. Or you can scan a UPC barcode by tapping on the scanner icon next to the search field.
Click the + button next to a part in the search results to add it to the sale.
Continue searching and adding parts as needed.
Adjust quantities in either the main screen or the side panel.
To remove a part from the sale, click the delete icon next to that line item.
Tip: You can scan a UPC barcode using your computer's webcam. The part must have a UPC saved in the system for this to work.
Adding a Customer (Optional)
You do not need to add a customer to a retail sales, however, you do have the option to add a customer if you would like.
If the customer is a regular or you want to keep a record of the sale in their account, you can add their name to the sale.
This is optional. You do not need to attach a customer to complete a sale.
Applying a Discount
If you need to apply a discount to the sale, enter the discount in the Discount field before proceeding to payment.
Completing Payment
When your sale is ready, click Continue to Payment.
Select a payment method:
Saved credit card (if a customer is attached to the sale and has a card on file)
Manual credit card entry (type in the card number directly)
Cash
Check
Other (for things like store credit)
Complete the payment. The side panel will confirm that the payment was received and successful.
Click View Receipt if you need to review or print the receipt for your records.
Note: The Boatyard dashboard does not currently support swiping or tapping a credit card. If you need to swipe or tap, use the Boatyard Pro mobile app on a phone or tablet.
Sending a Receipt
After payment is processed, you will be prompted to choose how to send the receipt:
Print the receipt
Email it to the customer (enter their email when prompted)
Text it to the customer (enter their phone number when prompted)
No Receipt is a receipt is not needed
You do not need to have a customer attached to the sale to email or text a receipt.
Inventory and Activity Tracking
When a part that is in stock is sold, Boatyard automatically adjusts the inventory level for that part. The sale is also recorded in the Part Activity Timeline on the part's detail page, so you have a clear record of stock movement.
If a part was out of stock at the time of the sale, the inventory will not be adjusted since there was no stock to deduct.