Difference between revisions of "Products/Purchases"
From Emersion
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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: | ||
| − | * An [[Product/Purchases/Outright Purchase|Outright Purchase]] | + | * An [[Product/Purchases/Outright Purchase|Outright Purchase]]. |
| − | * Under an [[Product/Purchases/Instalment Plans|Instalment Plan]] | + | * Under an [[Product/Purchases/Instalment Plans|Instalment Plan]]. |
| − | * Recurring Purchases | + | * Via [[Product/Purchases/Recurring Purchases|Recurring Purchases]]Recurring Purchases. |
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. | 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. | ||
| − | |||
| − | + | '''[[Product/Purchases/Instalment Plan|Instalment Plans]]''' provide a way for the customer to pay off the total purchase price over a period of time. | |
| − | + | A [[Product/Purchases/Recurring Purchases|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 '''[[/Account_Management/Customer_Screen/Purchase|Customer > Purchase''']] screen. | ||
= See Also = | = See Also = | ||
* [[Account_Management/Customer_Screen/Purchase|See purchase information under a customer]] | * [[Account_Management/Customer_Screen/Purchase|See purchase information under a customer]] | ||
Revision as of 13:05, 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 screen.
