The Store module within CompleteEmpire is configured to quickly and easily manage low volume product sales by your business. It is a tool to manage stock, create tax invoices and receipts, track payments, shipping, print and manage shipping labels.
To process a clients order: 1. Create the invoice and add the products from your inventory; 2. Review and send invoice; 3. Receive and enter payment details; 4. Print shipping labels; 5 Ship goods.
- Click {Connect} < {Store} < {Invoices} to open the store invoices grid view.
- Click [Create New] in the Quick Action button group.
- Invoice Date - enter date if the current date is incorrect.
- Shipping Details - enter clients name and address and contact details - note the Sales Module is not connected to subscribers CRM database.
- Billing Detail - click if details above are the same for billing purposes which will pre-fill the next section. If not enter the required billing details.
- Click [Save] to save all data and to open the invoice details view.
Details (Order Information) Tab:
When a new invoice has been created the next view is the Invoice Details tab. This displays the client details, shipping and billing information and also lists the current payment status
- Make changes if required to client details, shipping and billing information, if no changes select the Products tab.
- Click [Save] to save an changes and progress to the Products tab
This is the view used to make amendments and changes o the purchasers details.
Products Tab:
Click arrow to open the invoice detail view and edit or click on the Products Tab.
- Click [Create New] to add a product to the order invoice.
- Select the products to add to the invoice from the drop down list. Select quantity and ordinarily the unit price and the shipping fee will be prefilled.
- Click [Save] to save.
- Click the arrow to close the item detail window and continue to add products as necessary..
At any time you may change the unit price and shipping fee. The selected products total price is updated at the point of saving.
The Search panel opens automatically. Use to search for invoices using the available search filters.
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