Products/Purchases
Product Purchases
Emersion allows you to sell products to customers, either as an Outright Purchase, or under an 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.
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.
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.
To Create a Product Purchase
There are two ways to navigate to the Purchase function:
- 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;
- or
- 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.
- The Purchase Type page will display. You then select whether to create an Outright Purchase or an Installment Plan.
