Difference between revisions of "Products/Purchases"

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=Product Purchases=
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= Overview =
  
 
Emersion provides service providers with the ability to sell products to customers in a number of ways:
 
Emersion provides service providers with the ability to sell products to customers in a number of ways:
  
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* An [[Product/Purchases/Outright Purchase|Outright Purchase]]
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* An [[Products/Purchases/Outright Purchase|outright purchase]].
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* Under an [[Product/Purchases/Instalment Plans|Instalment Plan]]
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* Under an [[Products/Purchases/Instalment Plans|instalment plan]].
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* Recurring Purchases
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* Via a [[Products/Purchases/Recurring Purchases|recurring purchase]].
  
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An [[Product/Purchases/Outright Purchase|outright purchase]] is a sale where the goods are provided to the customer and the customer is either invoiced immediately, or at the end of their next billing period.
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An [[Products/Purchases/Outright Purchase|outright purchase]] is a sale where the goods are provided to the customer and the customer is either invoiced immediately, or at the end of their next billing period.
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'''[[Product/Purchases/Instalment Plan|Instalment Plans]]''' provide a way for the customer to pay off the amount owing from the product sale over a period of time.
 
  
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An Instalment Plan purchase allows products to be sold to a customer and then paid for over a period of time in smaller payment amounts. A variety of methods are available to calculate the instalment plan final figure and payment period, as well as the repayment amounts. The system automatically creates cardlines on the relevant customer's invoices for the required instalment payment amount, per the instalment plan's configuration. Customers may also make additional payments on their instalment plans, or finalise or break out of the instalment plan.
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'''[[Products/Purchases/Instalment Plans|Instalment Plans]]''' provide a way for the customer to pay off the total purchase price over a period of time.
  
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==To Create a Product Purchase==
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A [[Products/Purchases/Recurring Purchases|Recurring Purchase]] is a simple way to charge the customer an amount at regular intervals for a period of time.
  
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There are two ways to navigate to the ''Purchase'' function:
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= Starting a new Product Purchase =
  
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# Select '''Customers''' > '''Customer List '''> from the Menu. The'' Customer List'' page will appear showing a list of existing customers. Locate the required customer and then click the '''Create Purchase''' link on the right side of the customer record;
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There are two ways to navigate to the ''Purchase'' function in Cumulus.
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#:or
 
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#Select '''Customers''' > '''Customer List '''> from the Menu. The'' Customer List'' page will appear showing a list of existing customers. Select the required customer to display the customer details page. Select the '''Purchase''' tab. The ''Purchase Management'' page will appear showing a list of the customer's previous purchases. Click the '''Add New Purchase''' button.
 
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#The ''Purchase Type'' page will display. You then select whether to create an [[Product/Purchases/Outright Purchase|Outright Purchase]] or an [[Product/Purchases/Instalment Plan|Instalment Plan]].
 
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[[File:purchasetype.JPG|500px|thumb|center|The ''Purchase Type'' selection page]]
 
  
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==See also==
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'''Nav: Customers > Customer List'''
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* [[OutrightPurchase|Outright Purchase]]
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* [[InstallmentPlan|Installment Plan]]
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# Search for the customer using the customer search.
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* [[PurchaseManagement|Purchase Management]]
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# Click the '''Create Purchase''' icon (pictured below as a shopping cart)
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* [[Products]]
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* [[ProductPricing|Product Pricing]]
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[[file: Purchase-start.png|1200px|Starting a purchase easily straight from the customer list]]
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Alternatively if you are in the [[Account_Management/Customer_Screen|Customer Screen]] you can start a purchase via the '''[[Account_Management/Customer_Screen/Purchase|Customer > Purchase''']] tab.
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= See Also =
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* [[Account_Management/Customer_Screen/Purchase|See purchase information under a customer]]
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* [[Account_Management/Customer_Screen/Service_Subscriptions/Related_Purchase|See purchases for a product that is related to a service]]

Latest revision as of 16:06, 10 January 2017

Overview

Emersion provides service providers with the ability to sell products to customers in a number of ways:

An outright purchase is a sale where the goods are provided to the customer and the customer is either invoiced immediately, or at the end of their next billing period.

Instalment Plans provide a way for the customer to pay off the total purchase price over a period of time.

A Recurring Purchase is a simple way to charge the customer an amount at regular intervals for a period of time.

Starting a new Product Purchase

There are two ways to navigate to the Purchase function in Cumulus.

Nav: Customers > Customer List

  1. Search for the customer using the customer search.
  2. Click the Create Purchase icon (pictured below as a shopping cart)

Starting a purchase easily straight from the customer list


Alternatively if you are in the Customer Screen you can start a purchase via the Customer > Purchase tab.

See Also

Retrieved from "https://mediawiki.emersion.com.au/wiki/index.php?title=Products/Purchases&oldid=1381"