You can save sales agreements under the " Sales Agreements" menu item.
In addition to selecting a customer from existing customers in the Main System, you can fill in the fields in the "Customer Information" section for a brand new customer by typing the customer's " First and Last Name" and pressing the " Search" button.
If you have selected an existing customer, the required fields will be automatically filled by the System.
If you have written the information of a new customer, the new customer will be created as "Active Customer" in the main system ( SYS ).
In addition to the information provided from a sales quote, you must specify the following information.
Identity ID
Job
E-mail
Address Information
All sales agreements showing sales persons, contract statuses and delivery statuses will be listed under the "Sales Agreements" menu item.
Determining the Shipping Address
The customer address is selected as the shipping address by default. If you want to define another address, you can select "New Shipping Address" from the drop-down box and then enter the address information.
Contract Information
You can define the following contract information:
Contract Status
You can choose one of the following contract statuses:
Active
Delivered
Partially Delivered
Cancel
Delivery Status
The default delivery status of a sales contract is "Not Delivered".
Collection Plan Implementation
After you have completed your collection plan, you must click the " Apply Plan" button to transfer the information in your plan to the fields under the " Collection" tab.
Additionally, after you click this button, if you have applied a discount to your collection plan, the discount amount will also be shown as "D-2" under "Unit Price" under the "Cart" tab. If you have applied an amount of discount in the collection plan, you can see that the discount is distributed to all products in the cart.
Cancel Collection Plan
If you want to cancel your collection plan, you can click the " Clear Collection Items and Discount" button. This will clear all information under the " Collections" tab and the discounts (D-2) under the " Cart" tab.
Determination of Collection
During the contract period on a collection plan, you and your customer can work on multiple collection plans by changing the plan you created under the "Collection Plan" tab.
Once you have decided on a plan under the "Collection Plan" tab, you can transfer it to the "Collections" tab as described above.
Or, if you do not need to perform calculations under the "Collection Schedule" tab, you can choose to create the plan directly under the "Collections" tab, just as you would create the plan directly under the "Collections" tab.
If there is a difference between "Document Total" and "Collection Total", it is shown as "Difference".
Note: If you want to apply a collection discount, you must define it under the "Collection Plan" tab. You cannot apply a discount under the "Collection" tab.
Viewing the Amount for an Item
Amount is the sum of "Unit Price", which is the price defined in the relevant price list, "Difference" is the discount amount (-) or extra fee amount (+) resulting from the configuration, D-1 discount (-) is applied to the basket, and D-2 discount is applied to the collection plan.
Determination of Guarantors
In some businesses; guarantors are requested by retailers for installment payments. You can save all the necessary information such as the name, address, ID code, etc. of the guarantor (person/institution) under the "Guarantors" tab.
Creating a Purchase Order as a Follow-up Process
After concluding a sales contract, the items sold must be delivered.
If you don't have the items you're selling in your store, you must create a purchase order for them.
You can create a purchase order related to a sales contract by clicking the "Place Order" button in the sales contract.
Note: If you have placed an order from a contract, you can no longer edit the contract. In other words, the " Save" and " Catalog" buttons will be invisible to lock the contract. However, you can still make changes to the customer information. Then you need to press the " Update Customer Information" button. This will update both the customer information in the sales contract and the customer's main card (SYS) in the main system.