Products/Serialised Products/Selling - Revision history

Dcowan at 05:54, 12 September 2018

2018-09-12T05:54:33Z

Dcowan at 05:54, 12 September 2018

2018-09-12T05:54:09Z

Scarpenter: /* See Also */

2016-06-22T00:51:45Z

‎See Also

Scarpenter at 00:48, 22 June 2016

2016-06-22T00:48:50Z

Scarpenter: /* Selling to a Retail Service Provider */

2016-06-22T00:48:14Z

‎Selling to a Retail Service Provider

Scarpenter: /* Selling to a Retail Service Provider */

2016-06-22T00:47:20Z

‎Selling to a Retail Service Provider

Scarpenter: /* Selling to a Retail Service Provider */

2016-06-22T00:43:02Z

‎Selling to a Retail Service Provider

Scarpenter at 07:17, 21 June 2016

2016-06-21T07:17:40Z

Scarpenter: /* Overview */

2016-06-21T06:42:07Z

‎Overview

Scarpenter: Created page with "= Overview = This page describes the process for selling serialised products to: * a Retail service provider, if you are a Wholesale service provider * an End User, if you a..."

2016-06-21T06:36:36Z

Created page with "= Overview = This page describes the process for selling serialised products to: * a Retail service provider, if you are a Wholesale service provider * an End User, if you a..."

New page

= Overview =

This page describes the process for selling serialised products to:

* a Retail service provider, if you are a Wholesale service provider
* an End User, if you are a retail service provider.

In both cases, we are selling SIMs. But this process can be replicated with any serialised product. These tutorials cover the selling of product instances. Therefore, it is assumed:

* a serialised product exists
* product instances have been loaded into the product inventory of the serialised product.
* a valid price point exists in the default price book.

= Selling to a Retail Service Provider =

== Making the SIMs available to your Retail Service Provider ==

* If you have imported the SIMS directly into your Retail Service Provider account, the SIMS will already be available for sale to your end user customer. However if you are a wholesaler, the SIMs will need to be purchased from your Retail Service Provider before the RSP can make them available to their customers.

* In your wholesale account, find your RSP in your customer list and "Create Purchase".

[[File:Create_purchase.png]]

* Enter the Emersion product ID into the search box and hit enter in your keyboard. The relevant product details should show.
* Fill out the relevant fields as required. If you choose 1 for the quantity, you will be asked to enter the serial number of the SIM Card. If you enter a higher quantity, the system will no longer ask this, and allocate SIMS from the inventory automatically.
* Once you are happy with the purchase, Click "Add to Cart".

[[File:PointofSaleOptions.png]]

* After adding to the cart, if you have opted to sell a group of sim cards, there is one more step. Click on the Serial Numbers hyperlink to the far right as pictured.

[[File:Purchase Serial Select.png|Purchase Serial Select]]

* In this section it will ask you to enter the serials for each of the hundred purchases. Don't worry you don't need to copy one by one. If you copy a column in excel (no header, only numbers), it will automatically populate each text box with the numbers in the column.

[[File:Serial Enter.png|Serial Enter]]

* Here is what happens when you paste an excel column into this window - all the fields are filled out automatically.

[[File:Copy Values.png|Copy Values]]

[[File:Serial Entered after fact.png| Serial_Entered_after_fact]]

* If you need a copy of the SIMS in your inventory, navigate to -> Products -> Product Management -> Click on the Product ID on the left -> Product Inventory Tab -> Click Dwonload Results as CSV.

[[File:Product Management - Product Inventory.png|Inventory List]]

* After you have dealt with the SIM numbers, there will be some options in how the SIM's are billed at the bottom of this screen.
* If you choose to include the charge in the Service Information Record, the charge will appear in the Monthly SIR's that are generated for whosalers, for those that use this style of billing.
* Otherwise you may choose to generate an individual cardline for the item.

[[File:Complete_purchase.png]]

* Once the purchase is complete, if the Retail Service Provider should be able to use this SIM in either a new service or in a SIM replacement scenario.

[[File:SIM_Replacement.png]]

@@ Line 17: / Line 17: @@
 Watch our short video as we leverage the inventory to sell an instance of product to an End User customer.
-<mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">http://wiki.emersion.com/wiki/media/SellingSims.mp4</mediaplayer>
+<mediaplayer MWPlayerConfig="MyCustomConfig" height="600" width="1200">http://wiki.emersion.com/wiki/media/SellingSims.mp4</mediaplayer>
 = Selling to a Retail Service Provider =

@@ Line 17: / Line 17: @@
 Watch our short video as we leverage the inventory to sell an instance of product to an End User customer.
-<mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">http://wiki.emersion.com.au/wiki/media/SellingSims.mp4</mediaplayer>
+<mediaplayer MWPlayerConfig="MyCustomConfig" height="800" width="1200">http://wiki.emersion.com/wiki/media/SellingSims.mp4</mediaplayer>
 = Selling to a Retail Service Provider =

← Older revision		Revision as of 00:51, 22 June 2016
Line 71:		Line 71:

	= See Also =		= See Also =
		+	* [[Products/Serialised_Products\|Managing Serialised Products]]

@@ Line 45: / Line 45: @@
 Click the Serial Numbers hyperlink in the ''Actions'' column for the Nano SIM product.
-[[File:Product-purchase-serial-link.png|Purchase Serial Select]]
+[[File:Product-purchase-serial-link.png|1200px|Purchase Serial Select]]
 A pop-up box will appear where users can choose the individual product instances that will be shipped to the customer. Users can also filter on warehouse and warehouse bin if the service provider subscribes to the optional [[Inventory_and_Warehouses | Warehouse]] module. Copy &amp; paste the serial/SIM numbers from the list on the right-hand side of the window.

@@ Line 33: / Line 33: @@
 Complete all fields as required. The quantity you nominate will be allocated from the inventory automatically. Changing the quantity will reload the unit and total prices of the product.
-'''' !! IMPORTANT: If the Quantity is 1, a serial number field will appear. With serialised products that will be selected from the inventory, leave this field empty. We will choose the product instances in a moment.''''
+'''''!! IMPORTANT: If the Quantity is 1, a serial number field will appear. With serialised products that will be selected from the inventory, leave this field empty. We will choose the product instances in a moment.'''''
 [[file: serialised-product-purchase-addcart.png|1200px| Products selected to be added to the cart]]

@@ Line 62: / Line 62: @@
 * Choose '''Complete Purchase by Creating a Cardline''' for the charge to appear as a line item on the customer's invoice.
-For service providers who subscribe to the optional [[Agents]] and [[Commissions]] modules can allocate the sale to an agent.
+For service providers who subscribe to the optional [[Agent_Management|Agents]] and [[Commissions]] modules can allocate the sale to an agent.
 Once you have completed this page in full and are happy to proceed, press the '''Proceed to Confirmation''' button.

@@ Line 21: / Line 21: @@
 = Selling to a Retail Service Provider =
-The process of selling product instances down to a retail service provider (RSP) is almost identical to selling to an End User.
+The process of selling product instances to a retail service provider (RSP), or a downstream service provider is almost identical to selling to an End User.
-Start by logging into your Wholesale Service provider account if you have not already done so.
+'''Nav: Customer > List '''
-Using the Customer Search fields, find your RSP in your customer list.
+Using the customer search, find your service provider customer.
-Click the '''Create Purchase''' icon in the right-hand column. Alternatively if you are in the customer record, you can start the purchase from the ''Purchase'' tab.
+Click the '''Create Purchase''' icon in the right-hand column. Alternatively, you can start this process from the '''Customer > Purchase''' tab.
-[[File:Create_purchase.png]]
+[[File:Create_purchase.png|1200px|Create Purchase Link]]
-Search for and choose the product. Users can enter the Emersion Product ID or other ID types, or they can filter using the [[Products/Categories|categories and subcategories]] to locate the product.
+When the outright purchase screen appears, search for and select the product. Users can enter the Emersion Product ID or other ID types, or they can filter using the [[Products/Categories|categories and subcategories]] to locate the product. In this example, we have found a nano SIM.
-Complete all fields as required. The quantity you nominate will be allocated from the inventory automatically.
+Complete all fields as required. The quantity you nominate will be allocated from the inventory automatically. Changing the quantity will reload the unit and total prices of the product.
-Once you are happy with the purchase,  Click the '''Add to Cart''' button. A message on the screen will confirm the product has been added to the cart.
+'''' !! IMPORTANT: If the Quantity is 1, a serial number field will appear. With serialised products that will be selected from the inventory, leave this field empty. We will choose the product instances in a moment.''''
-[[File:PointofSaleOptions.png]]
+[[file: serialised-product-purchase-addcart.png|1200px| Products selected to be added to the cart]]
-If you have opted to sell a group of sim cards,  Click on the Serial Numbers hyperlink to the far right as pictured.
+Once you are happy with the purchase information for that product, click the '''Add to Cart''' button. A message on the screen will confirm the product has been added to the cart. At this point you can add more products to the cart until you've added all the product into the purchase order for the customer.
-[[File:Purchase Serial Select.png|Purchase Serial Select]]
+Once you are happy all the products have been added to the cart, you can proceed to pick from the inventory to allocate product instances, in this case there are 20 SIMs and 5 modems).
-In this section it will ask you to enter or confirm the serial numbers for each of the instances. Don't worry you don't need to copy one by one.  If you copy a column in excel (no header, only numbers), it will automatically populate each text box with the numbers in the column.
+The ''Cart Details'' section shows a list of all items in the cart.
-[[File:Serial Enter.png|Serial Enter]]
+Click the Serial Numbers hyperlink in the ''Actions'' column for the Nano SIM product.
-* Here is what happens when you paste an excel column into this window - all the fields are filled out automatically.
+[[File:Product-purchase-serial-link.png|Purchase Serial Select]]
-[[File:Copy Values.png|Copy Values]]
+A pop-up box will appear where users can choose the individual product instances that will be shipped to the customer. Users can also filter on warehouse and warehouse bin if the service provider subscribes to the optional [[Inventory_and_Warehouses | Warehouse]] module. Copy &amp; paste the serial/SIM numbers from the list on the right-hand side of the window.
-[[File:Serial Entered after fact.png| Serial_Entered_after_fact]]
+When this is complete and your serial numbers are all filled out, press the '''Save Serial Numbers''' button.  When the conformation message appears, close the pop-up window to continue.
-* If you need a copy of the SIMS in your inventory, navigate to -> Products -> Product Management -> Click on the Product ID on the left ->  Product Inventory Tab -> Click Dwonload Results as CSV.
+[[File: Product-purchase-assign-serials-done.png|1200px|Serial numbers that are allocated to the purchase]]
-[[File:Product Management - Product Inventory.png|Inventory List]]
+The ''Service Details'' section of this screen lists all product instances that has been selected. If the product is configured to allow it to be linked to a service, users can link a specific product instance to a service using the '''Link Service''' hyperlink.
-* After you have dealt with the SIM numbers, there will be some options in how the SIM's are billed at the bottom of this screen.
+* Choose '''Complete Purchase via the Service Information Record''' for the charge to appear in the monthly SIR's that are generated for wholesale SPs, assuming you use this style of billing.
-* If you choose to include the charge in the Service Information Record, the charge will appear in the Monthly SIR's that are generated for whosalers, for those that use this style of billing.
+* Choose '''Complete Purchase by Creating a Cardline''' for the charge to appear as a line item on the customer's invoice.
-[[File:Complete_purchase.png]]
+For service providers who subscribe to the optional [[Agents]] and [[Commissions]] modules can allocate the sale to an agent.
-* Once the purchase is complete, if the Retail Service Provider should be able to use this SIM in either a new service or in a SIM replacement scenario.
+Once you have completed this page in full and are happy to proceed, press the '''Proceed to Confirmation''' button.
-[[File:SIM_Replacement.png]]
+Review all the purchase information.  When you are ready, press '''Confirm the Purchase'''.

@@ Line 3: / Line 3: @@
 This page describes the process for selling serialised products to:
 * a Retail service provider, if you are a Wholesale service provider
-In both cases, we are selling SIMs. But this process can be replicated with any serialised product. These tutorials cover the selling of product instances. Therefore, it is assumed:
+In both tutorial examples, we are selling SIMs. However this sale process can be replicated with any serialised product. As these tutorials only cover the selling side of product instance(s), it is assumed:
 * a serialised product exists
 * product instances have been loaded into the product inventory of the serialised product.
 * a valid price point exists in the default price book.
 = Selling to a Retail Service Provider =