Difference between revisions of "Products/Purchases"
From Emersion
(→Starting a new Product Purchase) |
(→Starting a new Product Purchase) |
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# Search for the customer using the customer search. | # Search for the customer using the customer search. | ||
# Click the '''Create Purchase''' icon (pictured below as a shopping cart) | # Click the '''Create Purchase''' icon (pictured below as a shopping cart) | ||
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| + | [[file: Purchase-start.png|1200px|Starting a purchase easily straight from the customer list]] | ||
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. | 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. | ||
Revision as of 13:07, 22 June 2016
Overview
Emersion provides service providers with the ability to sell products to customers in a number of ways:
- An Outright Purchase.
- Under an Instalment Plan.
- Via Recurring PurchasesRecurring Purchases.
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 Purchases 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
- Search for the customer using the customer search.
- Click the Create Purchase icon (pictured below as a shopping cart)
Alternatively if you are in the Customer Screen you can start a purchase via the Customer > Purchase tab.
