1) Purchase Cycle:
Step 1: Creating Supplier
Markup multiplier: Multiplier used to determine selling price.
1+ Markup % = Markup multiplier
Cost + Markup multiplier = Price
Remit to Address: To send payment from client.
Suite/Unit#: Apartment number in a building.
Tax Number: Nine - digit number used to track payments.
CAD(Cash Against Documents): Indicated invoice to be paid by buyer at site on presenting relevant documents. Ex: Bill of lading(receipt), Insurance certificate.
1099: Internal Revenue service Considers 1099 payment as taxable income used in the U.S.
Step 2: Adding New Product
Stock Products: Items those supplier keep physical stock(particular quantity of items) in store.
Non Stock Products: Items those supplier does't keep physical stock in store.
Serialized Products: This is a product type that supports managing inventory items with unique serial numbers across the complete business cycle.
Serialized Products: This is a product type that supports managing inventory items with unique serial numbers across the complete business cycle.
Step 3: Pre-purchase request
Adding Products to pre purchase
Sending request to supplier
After sending request
Giving Response
Supplier Response
After clicking view button
After accepting the request
Pre-purchase request
Step 4: Purchase Order
Add purchase order
Creating PO:
Step 5: Supplier Invoice
Step 6: Payment
2) Sale Cycle
Step 1: Customer creation
Step 2: Adding non stock product
Step 3: Sale order
Adding inventory to sale order
Step 4: Pick ticket
Step 5: Packing list
Step 6: Invoice
Step 7: payment
3) Pre-Sale
Step 1: Creating opportunity and walkin
Step 2: Adding inventory
Step 3: Adding Sample order to opportunity
Sample request with prices
Worksheet
Step 4: Quotation
Step 5: Hold
Release Hold and add to cart
