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Selling in Bulk with the Quantity Feature in AccessAlly

When using AccessAlly order forms you can sell in bulk using the quantity feature. This feature is used to sell number of member seats in a team offering or number of items (like books) in a product offering.

Quantity for Teams

You can use the quantity feature to sell number of member seats to a team leader.

Purchasing team member seats by quantity in AccessAlly

Adding Quantity to Team Leader Order Forms

Add Quantity in the Offering Forms Tab

AccessAlly →  Offerings → Create or Select your Team Offering → Forms Tab → ” + ADD”

The quantity starts at “1” member seat. Add a ✅ to allow team leader to choose the number of seats. You can add a maximum if desired.

Add Quantity in Offering in AccessAlly

Add Quantity in the Sales Tab

AccessAlly → Sales → Order Form →  Select Team Order Form → Pricing Tab

The quantity starts at “1” member seat. Add a ✅ to allow team leader to choose the number of seats. You can add a maximum if desired.

Team Seat Quantity on Sales Tab in AccessAlly

Product Setup Tab

The quantity feature for team member seats works by “Initializing a team” with the quantity from the order form – instead of our legacy teams option to set a default number of team member seats within a team.

This setting is found under AccessAlly → Sales → Product Setup → Advanced.

Initialize a Team Product Setup in AccessAlly

The default team size in AccessAlly → Teams → Programs is set to “0” as the quantity of team member seats is determined by the team leader at purchase.

Default member size teams with quantity

Viewing Quantity

Team Leader View of Quantity

Team leader view of subscriptions on My Orders page.

Team Leader View of Quantity Order Form in AccessAlly

Team leader view of an invoice with quantity.

Team Leader Invoice in AccessAlly

Site Admin View

Quantity on Subscriptions Log in AccessAlly

Quantity for Products

You can use the quantity feature for selling multiple physical products like books.

Selling multiple quantities of a book in AccessAlly

Adding Quantity to Product Order Forms

Add Quantity in Offering Forms Tab

AccessAlly →  Offerings → Create or Select your Offering → Forms Tab → ” + ADD”

The quantity starts at “1”, add a ✅ to allow the client to choose the number of items. You can add a maximum if desired.

Book Quantity Order Form in AccessAlly

Add Quantity in the Sales Tab

AccessAlly → Sales → Order Form →  Select Order Form → Pricing Tab

The quantity starts at “1” add a ✅ to allow client to change the quantity. You can add a maximum if desired.

Quantity on Sales Tab in AccessAlly

Viewing Quantity

Client View of Quantity

Client View of Invoice with Quantity

Client View Product Order Form in AccessAlly

Admin View of Quantity

Quantity is shown when viewing order details.

Quantity for Client in AccessAlly

Updated on February 12, 2024

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