Difference between revisions of "Products/Purchases"

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=Product Purchases=
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= Overview =
  
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Emersion allows you to sell products to customers, either as an [[OutrightPurchase|Outright Purchase]], or under an [[InstallmentPlan|Installment Plan]] that can be invoiced to the customer immediately or at the end of the billing period. Purchases are created against an existing customer from the ''Customers'' menu.
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Emersion provides service providers with the ability to sell products to customers in a number of ways:
  
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* An [[Products/Purchases/Outright Purchase|outright purchase]].
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* Under an [[Products/Purchases/Instalment Plans|instalment plan]].
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* Via a [[Products/Purchases/Recurring Purchases|recurring purchase]].
  
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'''[[OutrightPurchase|Outright Purchase]]'''
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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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An Outright purchase is simply a regular 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. Payment may be taken immediately, or at a later date.
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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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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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'''[[InstallmentPlan|Installment Plan]]'''
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= Starting a new Product Purchase =
  
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An Installment 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 installment 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 installment payment amount, per the installment plan's configuration. Customers may also make additional payments on their installment plans, or finalise or break out of the installment plan.
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There are two ways to navigate to the ''Purchase'' function in Cumulus.
  
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'''Nav: Customers > Customer List'''
  
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==To Create a Product Purchase==
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# Search for the customer using the customer search.
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# Click the '''Create Purchase''' icon (pictured below as a shopping cart)
  
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There are two ways to navigate to the ''Purchase'' function:
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[[file: Purchase-start.png|1200px|Starting a purchase easily straight from the customer list]]
  
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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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#: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 [[OutrightPurchase|Outright Purchase]] or an [[InstallmentPlan|Installment 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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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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* [[OutrightPurchase|Outright Purchase]]
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* [[InstallmentPlan|Installment Plan]]
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= See Also =
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* [[Products]]
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* [[Account_Management/Customer_Screen/Purchase|See purchase information under a customer]]
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* [[ProductPricing|Product Pricing]]
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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"