Products/Purchases/Outright Purchase - Revision history

Scarpenter at 02:53, 2 March 2017

2017-03-02T02:53:12Z

Dcowan: added DEFAULT_PURCHASE_TYPE account attribute details

2017-02-06T03:57:51Z

added DEFAULT_PURCHASE_TYPE account attribute details

Dcowan at 07:32, 6 January 2017

2017-01-06T07:32:16Z

Dcowan at 07:28, 6 January 2017

2017-01-06T07:28:57Z

Dcowan: added special note on commissions

2017-01-06T07:25:25Z

added special note on commissions

Scarpenter: Scarpenter moved page Product/Purchases/Outright Purchase to Products/Purchases/Outright Purchase: Made an error - left off the 's' in /Products when last moved

2016-06-22T05:36:34Z

Scarpenter moved page Product/Purchases/Outright Purchase to Products/Purchases/Outright Purchase: Made an error - left off the 's' in /Products when last moved

Scarpenter: Scarpenter moved page Product/Outright Purchase to Product/Purchases/Outright Purchase

2016-06-22T01:37:16Z

Scarpenter moved page Product/Outright Purchase to Product/Purchases/Outright Purchase

Scarpenter: Scarpenter moved page OutrightPurchase to Product/Outright Purchase

2016-06-22T01:31:55Z

Scarpenter moved page OutrightPurchase to Product/Outright Purchase

Kberkidge at 22:56, 26 January 2012

2012-01-26T22:56:56Z

Kberkidge: Created page with '==To Create an Outright Purchase== # From the ''Purchase Type'' page, select the ''Outright Purchase'' option. The'' Outright Purchase'' section will appear showing additional f…'

2012-01-24T23:28:04Z

Created page with '==To Create an Outright Purchase== # From the ''Purchase Type'' page, select the ''Outright Purchase'' option. The'' Outright Purchase'' section will appear showing additional f…'

New page

==To Create an Outright Purchase==

# From the ''Purchase Type'' page, select the ''Outright Purchase'' option. The'' Outright Purchase'' section will appear showing additional fields and information.
# Select the required ''Product Category'' from the drop list.
# Select the required ''Product Sub Category'' from the drop list. The list will contain all sub categories associated with the product category selected.
# Select the required ''Product'' from the drop list. The list will contain all products associated with the product category and sub category selected.
# Tick the ''Use Product Ledger Code'' tick box to assign the sale cardline transaction to the product ledger code set up in the product details.
# If you wish to assign the sale to another ledger code, un-tick the ''Use Product Ledger Code'' check box. The ''Custom Ledger Code'' drop list will be enabled. Select the required ledger code from the drop list.
# Enter the number of items purchased in the ''Qty Required'' field. The system will look up the product and examine the price point information to determine the applicable product price based on the current date, quantity and the customers account profile. The system will update the ''Price'' field to show the product price per unit, as well as show the ''Sub Total'' amount (i.e. price * quantity), and the ''Tax ''amount.
# Enter any notes or other relevant information about the product purchase, for example serial number or other sale specific data, in the ''Purchase Notes/Serial'' field.
# Click the '''Add to Cart''' button. The ''Cart Details'' section will be updated to show the product and purchase information entered.
# Add further products to the purchase transaction by selecting additional products using steps 2 to 9.
# To remove a product from the cart, click the '''Delete''' link in the ''Cart Details'' list. The product will be removed from the list.
# In the ''Complete Purchase'' section, the ''Complete Purchase by Creating a Cardline'' option will be selected, which you cannot modify.
# Select the ''Invoice Method'' required for the purchase from the drop list. Options include:
#:* Invoice immediately a pending invoice will be created once the purchase is confirmed
#:* Invoice at end of billing period an pending cardline will be created to be processed at the next bill run
# Select the ''Payment Method'' required from the drop list. The options include:
#:* Take Payment Now record a payment through the Emersion Payment system, such as Credit Card or Direct Debit etc. You will be prompted to enter the payment details when you confirm the purchase.
#:* Receive Payment Now record a manual payment. You will be prompted to enter the manual payment details when you confirm the purchase.
#:* Pay Later do not record a payment. Payment can then be recorded at a later time through the Accounts Receivable module.
# Once you have entered all required products and selected your purchase completion options, click the '''Proceed to Confirmation''' button. The ''Purchase'' ''Confirmation'' page will display showing the product purchase information and cart details entered.
# Review the purchase details.
# Click the '''Confirm The Purchase''' button to confirm the product purchase transaction and save the details.
#:If you elected to create an invoice immediately, the system will create a pending invoice containing the product purchase. You can view the invoice by clicking the ''Invoices'' tab on the ''View Customer'' page.
#:If you elected to invoice the customer at the end of the billing period, the system will create a pending cardline, which will be picked up and processed on to the customer's next invoice. You can view the cardline by clicking the ''Pending Ledger Cardlines'' for the ''View Customer'' page
# If you elected to ''Take Payment Now'' in the ''Payment Method'' option, the ''Take Payment'' page will be displayed for you to enter the payment details and the process the payment through the Emersion Payment System.
# If you elected to ''Receive Payment Now'' in the ''Payment Method'' option, the ''Receive Payment'' page will be displayed for you to enter the manual payment details.
# To return to the purchase to modify the purchase details or to change the products, click the '''Back''' button.
# To cancel the purchase, click the '''Cancel''' button.

==See also==
* [[InstallmentPlan|Installment Plan]]
* [[ProductPurchase|Product Purchase]]
* [[Products]]
* [[ProductPricing|Product Pricing]]

@@ Line 30: / Line 30: @@
 # To cancel the purchase, click the '''Cancel''' button.
-''Special note for [[Commissions|commission]] module subscribers'': If you have the ability to purchase a product and assign a commission to an agent, you must ensure you have a staff user (ie. cumulus user) associated with the agent's org unit. Assigning 1 (or more) staff users to the same org unit an agent account is linked to is mandatory. As such, it is mandatory to select a staff user after selecting an org unit from the 'Commission Org Unit' drop down list
+* ''Special note for [[Commissions|commission]] module subscribers'': If you have the ability to purchase a product and assign a commission to an agent, you must ensure you have a staff user (ie. cumulus user) associated with the agent's org unit. Assigning 1 (or more) staff users to the same org unit an agent account is linked to is mandatory. As such, it is mandatory to select a staff user after selecting an org unit from the 'Commission Org Unit' drop down list
 [[File:Product outright commission mandatory org user.png|thumbnail]]
 ==See also==

@@ Line 31: / Line 31: @@
 ''Special note for [[Commissions|commission]] module subscribers'': If you have the ability to purchase a product and assign a commission to an agent, you must ensure you have a staff user (ie. cumulus user) associated with the agent's org unit. Assigning 1 (or more) staff users to the same org unit an agent account is linked to is mandatory. As such, it is mandatory to select a staff user after selecting an org unit from the 'Commission Org Unit' drop down list
-[[File:Product outright commission mandatory org user.png|thumbnail|left]]
+[[File:Product outright commission mandatory org user.png|thumbnail]]
 <br />
 ==See also==

@@ Line 32: / Line 32: @@
 ''Special note for [[Commissions|commission]] module subscribers'': If you have the ability to purchase a product and assign a commission to an agent, you must ensure you have a staff user (ie. cumulus user) associated with the agent's org unit. Assigning 1 (or more) staff users to the same org unit an agent account is linked to is mandatory. As such, it is mandatory to select a staff user after selecting an org unit from the 'Commission Org Unit' drop down list
 [[File:Product outright commission mandatory org user.png|thumbnail|left]]
 ==See also==

← Older revision		Revision as of 07:25, 6 January 2017
Line 30:		Line 30:
	# To cancel the purchase, click the '''Cancel''' button.		# To cancel the purchase, click the '''Cancel''' button.

		+	''Special note for [[Commissions\|commission]] module subscribers'': If you have the ability to purchase a product and assign a commission to an agent, you must ensure you have a staff user (ie. cumulus user) associated with the agent's org unit. Assigning 1 (or more) staff users to the same org unit an agent account is linked to is mandatory. As such, it is mandatory to select a staff user after selecting an org unit from the 'Commission Org Unit' drop down list
		+	[[File:Product outright commission mandatory org user.png\|thumbnail\|left]]

	==See also==		==See also==

@@ Line 38: / Line 38: @@
 [[File:Outright 009.png|thumbnail]]
-==See also==
+== Credit Product Restrictions ==
-* [[InstallmentPlan|Installment Plan]]
+If the user is restricted to a given level of credit, purchases for credit products are subject to specific rules. See the [[Admin/Credit_Levels#Business_Rules_for_Purchases|Credit Levels for Staff Users]] page for more information.
 * [[ProductPurchase|Product Purchase]]
 * [[Products]]
 * [[ProductPricing|Product Pricing]]

← Older revision	Revision as of 05:36, 22 June 2016
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← Older revision	Revision as of 01:37, 22 June 2016
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← Older revision	Revision as of 01:31, 22 June 2016
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@@ Line 1: / Line 1: @@
 ==To Create an Outright Purchase==
+[[File:outright1.JPG|500px|thumb||The ''Outright Purchase'' page]]
 # From the ''Purchase Type'' page, select the ''Outright Purchase'' option. The'' Outright Purchase'' section will appear showing additional fields and information.
 # Select the required ''Product Category'' from the drop list.