Difference between revisions of "Account Management/Customer Screen/Purchase"

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(→‎To View a Customer’s Purchase History)
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=Purchase Management=
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{{DISPLAYTITLE: Customer Purchases}}
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=Overview=
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Purchases made by customers, both [[Products/Purchases/Outright_Purchase|outright purchases]] and [[Products/Purchases/Instalment Plans|instalment plans]], are accessible via the Purchase tab under the customer.
  
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Purchases made by customers, both outright purchases and installment plans, are stored with the customer’s details. You can view past purchase details, as well as view the invoices the purchases appeared on.
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First, locate the customer's using the [[Account_Management/Customer_Screen/Quick_Search|Cumulus Quick Search]] or via the [[Account_Management/Customer_Screen|Customer List search page]]. Once you have opened the customer's record, go to:
  
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==To View a Customer’s Purchase History==
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Nav: '''Customer > Purchase'''
  
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# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
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[[File:Customer-purchase-list.png|1200px|]]
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# Locate the customer required in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
 
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# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display listing all the customer’s purchases.  
 
  
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[[File:purchlist.JPG|500px|center|thumb||The ''Purchase Management'' page]]
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Initially, all purchases will load in the list. Users can filter or search for specific purchase using the following filters:
  
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'''Search'''
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* Purchase status.
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* Purchase type.
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* Product type.
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* Purchases made before/after a given date, or within a specific date range.
  
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You can locate a purchase by using the ''Search'' function. The following fields can be used to locate a purchase:  
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Click on the ID of the purchase record to view the details. On this page, users can access:
  
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* Purchase Status  -  All, Complete, Incomplete and In Progress
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* basic information related to the purchase.
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* Purchase Type  -  All, Outright, or Instalment plans
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** What was purchased and when.
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* Product Type  -   All, Service Charges, Billable items, or Physical Products
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** Product delivery information
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* product instances sold to the customer, assuming the product is serialised and the [[Products/Serialised_Products|product inventory]] is being used to track serial numbers.
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* the related service (if the product is linked to the service)
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* purchase transactions
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** Outright purchases will contain a single transaction.
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** Instalment purchases will contain multiple transactions as they are generated.
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* an overview of the instalments, if relevant.
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* any approved invoices that included purchase-related cardlines.
  
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==To View an Outright Purchase==
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[[File:Customer-purchase-details.png|1200px|]]
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[[File:viewpurch.JPG|500px|thumb||The ''View Outright Purchase'' page]]
 
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# Locate the required purchase that has a ''Purchase Type'' of ‘''Outright’'' on the ''Purchase Management'' page.
 
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# Click the purchase number link in the ''ID'' column of the list. The ''Product Purchase Information'' page will display.
 
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# To view the invoice that the purchase appeared on, click the invoice number in the ''Invoice'' column of the Transactions list. The invoice details will appear.
 
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# Click the ''View Invoice'' button to view the invoice .pdf.
 
  
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== Updating Outright Purchases ==
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Once it is complete, users cannot update or edit outright purchases after they have been created.
  
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==To View an Installment Plan==
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== Updating Instalment Purchases ==
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Some parts of Instalment purchases can be modified whilst the instalment plan is '''In Progress'''.
  
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# Locate the required installment plan that has a ''Purchase Type'' of ‘Installments''’'' on the ''Purchase Management'' page.
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The '''Search Serials''' button provides:
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# Click the installment plan number link in the ''ID'' column of the list. The ''Installment Purchase ''page will display.
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* the ability to search for, and select, a different product instance/serial number. This is used when the product is serialised and product instances are allocated from the inventory.
  
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[[File:viewInstall.JPG|500px|thumb||The ''View Installment Plan'' page]]
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The '''Modify Product Details''' button provides the ability to:
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* enter the product instance information. This is used when the product is serialised, but product instances are not managed in the inventory.
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* allocate the purchase to a service
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* update the service the purchase relates to.
  
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* The ''Product Purchase Information'' section shows the basic product purchase information.
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Create an '''Add Hoc Payment'''
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* The ''Installment Information'' section shows the installment payment particulars, including the payment amount, next installment date, total outstanding etc.
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* In the '''Amount to Charge including Tax''' field, enter the payment amount.
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* The ''Product Information'' shows the product instance details.
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* Select the invoicing method required for the payment from the ''Charge'' ''Invoice Method'' drop list. Options include:
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* The ''Transactions'' section shows all payments created to date for the installment plan, as well as whether each payment has been included on a customer invoice, or is still pending.
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** Create Invoice  -  a pending invoice will be created for the payment once the payment is confirmed
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** Next Invoice  -  a pending cardline will be created for the payment to be included on the customer’s invoice at the next bill run
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* Click the '''Create AdHoc Payment''' button. A message will display at the top of the screen showing, “Once off payment has been accepted…” The payment will appear in the ''Transactions'' list.
  
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== Finalising an Instalment Plan=
  
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Depending on the installment plan’s status, you may perform various actions:
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An instalment plan may be finalised, or broken out at any time. This stops the instalment plan processing in the system and creates a corresponding invoice for any balance that is remaining.
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* Incomplete  -  [[#To Update the Product Supplied Information|update the product supplied information]]
 
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* In Progress  - [[#To Create an Ad Hoc Payment on an Installment Plan|create an ad hoc payment against the installment plan]], or [[#To Finalise an Installment Plan|finalise the installment plan]] (i.e. break out and complete the plan)
 
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* Complete    view the invoice(s) that the installment payments appeared on, if processed.
 
  
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To finalise the instalment plan, click the '''Finalise all Payments (Break out)''' button. A message will display showing the breakout details, and prompt you to confirm the instalment breakout. Click the '''Yes''' button to confirm.
  
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===To Update the Product Supplied Information===
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The system will create a pending cardline for the final payment amount to be included on the customer’s invoice at the next bill run. The instalment plan status will be updated to '''Complete'''.
  
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If an installment plan was created but the product was not supplied to the customer at the time the purchase was saved, you can update the installment plan once the product has been supplied. The system will not create installment plan payment cardlines for invoicing until the product has been updated as provided to the customer.
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=See Also=
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# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
 
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# Locate the customer that has the required installment plan in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
 
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# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display.
 
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# Locate the required installment plan with'' a Purchase Status ''of'' ‘Incomplete’'' on the ''Purchase Management'' page and click the installment plan number link in the ''ID'' column. The ''Installment Purchase'' page will display.
 
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# In the ''Product Information'' section, enter the serial number, or other unique information (e.g. IMIE etc) in the ''Product Serial Number ''field.
 
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# Enter the description in the ''Product Instance Description'' field.
 
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# Enter the date the product was supplied in the ''Instance Created'' field. A calendar tool will appear to allow you to select the required date.
 
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# Click the '''Save Product Information''' button. A message will display at the top of the screen showing, “Product Instance created, installments will now proceed”.
 
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===To Create an Ad Hoc Payment on an Installment Plan===
 
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Once an installment plan is ''In Progress'' (i.e. the product has been supplied to the customer), the system will automatically create cardline entries for the instalment payments that will appear on the customers’ invoices. Customers may wish to make an Ad Hoc, or unscheduled, payment against the installment plan between invoices e.g. to reduce the amount owing etc.
 
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# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
 
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# Locate the customer that has the required installment plan in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
 
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# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display.
 
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# Locate the required installment plan with'' a Purchase Status ''of'' ‘In Progress’'' on the ''Purchase Management'' page and click the installment plan number link in the ''ID'' column. The ''Installment Purchase'' page will display.
 
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# In the ''Ad Hoc Payment'' section, enter the payment amount in the ''Amount to Charge including Tax'' field.
 
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# Select the invoicing method required for the payment from the ''Charge'' ''Invoice Method'' drop list. Options include:
 
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#:* Create Invoice  -  a pending invoice will be created for the payment once the payment is confirmed
 
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#:* Next Invoice  -  a pending cardline will be created for the payment to be included on the customer’s invoice at the next bill run
 
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# Click the '''Create AdHoc Payment''' button. A message will display at the top of the screen showing, “Once off payment has been accepted…” The payment will appear in the ''Transactions'' list.
 
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===To Finalise an Installment Plan===
 
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An installment plan may be finalised, or broken out at any time i.e. if a customer wishes to pay out the amount outstanding before the scheduled completion date. This effectively stops the payment plan processing in the system and creates a corresponding invoice for the balance remaining.
 
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# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will display showing a list of existing customers.
 
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# Locate the customer that has the required installment plan in the list and click either the '''Account Number '''or''' Customer Name''' link in the list. The ''Customer'' page will display showing the account information summary.
 
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# On the ''Customer'' page, select the '''Purchase''' tab. The ''Purchase Management'' page will display.
 
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# Locate the required installment plan with'' a Purchase Status ''of'' ‘In Progress’'' on the ''Purchase Management'' page and click the installment plan number link in the ''ID'' column. The ''Installment Purchase'' page will display.
 
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# Click the '''Finalised all Payments (Break out)''' button. A message will display showing the breakout details, and prompt you to confirm the installment breakout.
 
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# Click the '''Yes''' button to confirm. A message will display at the top of the screen showing, “Finalising…”  The system will process the installment plan finalisation and create a pending cardline will be created for the final payment amount to be included on the customer’s invoice at the next bill run. The installment plan status'' ''will be updated to'' ‘Complete’. ''
 
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# Click the '''No''' button to cancel. The system will not process the installment plan breakout and will display the ''Installment Purchase'' page as before.
 
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==See also==
 
 
* [[ProductPurchase|Create Purchase]]
 
* [[ProductPurchase|Create Purchase]]
 
* [[OutrightPurchase|Outright Purchase]]
 
* [[OutrightPurchase|Outright Purchase]]

Revision as of 17:15, 10 January 2017

Overview

Purchases made by customers, both outright purchases and instalment plans, are accessible via the Purchase tab under the customer.

First, locate the customer's using the Cumulus Quick Search or via the Customer List search page. Once you have opened the customer's record, go to:

Nav: Customer > Purchase

Customer-purchase-list.png

Initially, all purchases will load in the list. Users can filter or search for specific purchase using the following filters:

  • Purchase status.
  • Purchase type.
  • Product type.
  • Purchases made before/after a given date, or within a specific date range.

Click on the ID of the purchase record to view the details. On this page, users can access:

  • basic information related to the purchase.
    • What was purchased and when.
    • Product delivery information
  • product instances sold to the customer, assuming the product is serialised and the product inventory is being used to track serial numbers.
  • the related service (if the product is linked to the service)
  • purchase transactions
    • Outright purchases will contain a single transaction.
    • Instalment purchases will contain multiple transactions as they are generated.
  • an overview of the instalments, if relevant.
  • any approved invoices that included purchase-related cardlines.

Customer-purchase-details.png

Updating Outright Purchases

Once it is complete, users cannot update or edit outright purchases after they have been created.

Updating Instalment Purchases

Some parts of Instalment purchases can be modified whilst the instalment plan is In Progress.

The Search Serials button provides:

  • the ability to search for, and select, a different product instance/serial number. This is used when the product is serialised and product instances are allocated from the inventory.

The Modify Product Details button provides the ability to:

  • enter the product instance information. This is used when the product is serialised, but product instances are not managed in the inventory.
  • allocate the purchase to a service
  • update the service the purchase relates to.

Create an Add Hoc Payment

  • In the Amount to Charge including Tax field, enter the payment amount.
  • Select the invoicing method required for the payment from the Charge Invoice Method drop list. Options include:
    • Create Invoice - a pending invoice will be created for the payment once the payment is confirmed
    • Next Invoice - a pending cardline will be created for the payment to be included on the customer’s invoice at the next bill run
  • Click the Create AdHoc Payment button. A message will display at the top of the screen showing, “Once off payment has been accepted…” The payment will appear in the Transactions list.

= Finalising an Instalment Plan

An instalment plan may be finalised, or broken out at any time. This stops the instalment plan processing in the system and creates a corresponding invoice for any balance that is remaining.

To finalise the instalment plan, click the Finalise all Payments (Break out) button. A message will display showing the breakout details, and prompt you to confirm the instalment breakout. Click the Yes button to confirm.

The system will create a pending cardline for the final payment amount to be included on the customer’s invoice at the next bill run. The instalment plan status will be updated to Complete.

See Also

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