...
| Note |
|---|
A task needs to be enabled in order for the customer to get Invoiced. Quantity Invoiced formula for Quantity Invoiced = Unit Quantity\Number of Invoices The billing rate is separate to the usage rate and the usage rate has to be the same values as the line that is getting credited. A product needs to be set up to be used in the credit lines generated by the preordered contract product (Preordered Product Redemption) and maybe call it - Preordered Product Credits. In Preordered products on the tab called 'Used Shipment Lines tab', this displays a list of the Usage Shipments Lines and Redemptions when the service is used up. |
General ledger Account
| Note |
|---|
A general ledger account can be set up if you wish to break up your revenue to see Pre Ordered Products Redeemed. Check with your accountant. Otherwise assign the product category to the Non Stock Product Category header |
...
Setting Up PreOrderProduct
- Log onto Readysell>Sales>Pre-ordered Products
Click on New to create the contract to stand for the pre ordered product
Enter the values into the fields as per the table below.
Once completed click on Save
...
Click on Finalise
...
- to activate the preordered product contract
| Fields | Comment |
|---|---|
| Date | You can leave the default date |
| Product | Select a product that will stand for this pre ordered contract eg Labour not the credit redemption product |
| Customer | Select the customer cardid for this pre ordered product contract to apply to |
| 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. This is based upon the setting on the count cycle. |
| Quantity Uninvoiced | This is a calculated field - difference between the Unit Quantity on the Preordered product and Invoiced shipment lines (based upon whether the task has run) |
| Quantity Available | This is a calculated field - difference between Unit Quanitty on the preordered product and used shipment lines on the preordered product. |
...