| Note |
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A task needs to be enabled in order for the customer to get Invoiced. The billing rate is separate to the usage rate and the usage rate ha to be the same at the line that is getting credited. Formula = Unit Quantity x Unit price ex tax \ Number of Invoices. |
Log onto Readysell>Sales>Pre-ordered Products
Click on
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Click in the Customer field
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Click new a count cycle screen will pop up
| Expand | ||
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new to create the contract to stand for the pre ordered product
Enter the values into the fields in the table below. Once completed click on Save then Click on Finalise.
| Fields | Comment |
|---|---|
| Date | You can leave the default date |
| Product | Select a product that will stand for this pre ordered contract eg Labour |
| Customer | Select the customer cardid for this pre ordered product |
| Unit Quantity | Enter the quantity to be charged and sold |
| Product Unit | This will default from the product |
| Tax Code | This will default from the product |
| Unit price ex tax | If the product has a default price then it will draw that price to the screen. This can be changed. Qty x Unit price ex tax/Invoices |
| Unit tax | This is a calculated field |
| Unit Price Inc | This is a calculated field however you can change the price Inc Tax |
| Start Date | Enter the date this pre ordered product contract is to start |
| Cycle | Select an existing count cycle from the drop down list or create a count cycle to best suit this contract Count Cycles |
| Status | This will update once Saved, then Finalise |
| Number of Invoices | Enter the number of Invoices to be generated and charged to the customer when the task runs. |
| Quantity Uninvoiced | This is a calculated field |
| Quantity Available | This is a calculated field |
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- Enter -
- Enter start date - date this pre ordered product contract is to start
- Number of Invoices - how many invoices will apply to this pre ordered product
- -
- Cycle - either select a count cycle that already may exist or create a new count cycle
Customer -
- Search for and select the customer from the list
- Enter a product,
- Click on Save
- Check the set up and if you are happy with it click on
- Finalise.
- T