How to add sales platforms

You can create a custom list of sale platforms in My Reseller Genie to track your all of your sales as well as where inventory is listed.

Platform Types

There's two types of sale platforms that you can create: manual and integrated.

Manual Sale Platforms

Manual sale platforms are used to add sales manually or via upload for platforms that MRG doesn't integrate with including in person sales, antique booths, etc. 

To create a manual sale platform:

1. Click the "Report Sale" button in the left menu
   
2. Select the "Sale Platform" drop down
3. Click "Add Sale Platform"
   
4. Complete the form with "Manual" selected
   

Editing Manual Sale Platforms

You can attach a new sale platform integration to a manual sale platform, which will convert it into an integrated sale platform. You might be doing this if:

1. 1. 1. You upgraded to Ultimate and were tracking sales manually before
      2. MRG adds a new sale platform integration that you were already tracking manually
      3. You deleted a sale platform integration on accident

You can do this by following these steps

1. 1. 1. 1. Go to the "Integrations" tab
         2. Click the "+" icon for the integration type you would like to create
            
            
            
            
         3. When you reach this form, select "Yes" on the "Add New Sale Platform Integration" form
            
         4. Select the sale platform that you would like to connect to the new sale platform integration and click "Connect".
            

Integrated Sale Platforms

Integrated sale platforms are paired with a sale platform integration.

To create a new integrated sale platform:

1. 1. 1. Go to the "Integrations" tab
      2. Click the "+" icon for the integration type you would like to create
         
         
         
         
      3. When you reach this form, select "No" on the "Add New Sale Platform Integration" form, then click "Connect"