Commerce

The offer, the path customers take to it, and what becomes of it as an order and an invoice.

What this covers

This section deals with the selling side of planni. Everything hangs on one chain: you create a product, make it bookable on your website through the checkout, and a purchase lands in the admin panel as an order. From an order you can create an invoice, and discount codes let you pass on reduced prices.

An order is a snapshot: whatever applied at the time of purchase stays in it, even when master data such as a contact address changes later.

Articles in this section

Products and categories

Maintain the offer that appears in the checkout, including the fields asked for during booking and the categories used to sort it.

Orders

The order list, its columns, and how to change status and payment directly in it.

Invoices (Beta)

Create invoices from an order or from scratch, draft and finalize, correct and cancel.

Discount codes

Create codes that customers enter at checkout to buy products at a reduced price.

Configure the checkout

Embed the cart widget, the event table and cart links on your website.

The people behind an order are maintained under CRM. When an order belongs to an event, the attendee side lives under Event Management.