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.
Review and Edit a Sale
Use the Search Filters on the right slide out bar to search for the client invoice.
- Click {Connect} < {Store} < {Invoices} to open the store invoices grid view.
- Select and click to highlight the required client from the list, double click (or click [Edit] in the quick access bar), to open the Invoice view.
- Open the Details Tab to edit any customer details.
- Open the Products Tab to edit the product ordered.
- Click [Save] to save your changes.
Send Invoice
The Search panel opens automatically. Use to search for invoices using the available search filters.
It is good practice to Click {Display} to review your invoice before sending.
- Click {Connect} < {Store} < {Invoices} to open the store invoices grid view.
- Select and click to highlight the required client from the list, double click (or click [Edit] in the quick access bar),to open the Invoice view.
- Click [Invoice/Receipt] - either directly to display the Tax Invoice or click the down arrow and {Display} to view the invoice prior to check prior to sending to the client.
- Click {Send} in the drop down to send the invoice by email to the purchaser.
- Opens window 'Are you sure?' Click [Yes/No].
Receive Payment
The Search panel opens automatically. Use to search for invoices using the available search filters.
Before an item can be shipped the invoice requires to have been paid. Payment details are entered manually.
- Click {Connect} < {Store} < {Invoices} to open the store invoices grid view.
- Select and click to highlight the required client/invoice.
- Click [Make Payment] in the Quick Action button group to open the Make Payment window
- Select dates if required and the payment method.
- Click to send a receipt to the billing email address. Ordinarily this is ticked.
- Click [OK] to save the payment details and return to the invoice list view.
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