Process Returns
What products can you sell under ancillary services?
Products other than Water, Gas, Electric, Security Lights, etc.
Sale
To be able to reverse ancillary sale.
Process Returns
Customer is ready to commit to the quoted sale(s) and order can be finalized.
Order in Process
Ancillary sale, return or warranty-type transactions.
Sell Merchandise
What Letter can you couple with ALT to signify a return process?
R
What can you click to view a list of quoted items?
Packing List
May involve services, or high-end items that do not include a visible price tag, or the user wants an estimate on several products or services.
Process Quotes
What will show around the returned amount to signify it had been returned?
Parentheses
What Letter can you couple ALT to activate selling merchandise?
Y
What field do you have to fill out at all three stages?
Project ID
Allows utilities to create invoices for ancillary sales for a one-time sale account. A sales transaction can be a new sale, return, or warranty type. After the invoice is created, you can take payment, finance, and delivery address changes in this app.
The Ancillary Sales App
What are the three (3) categories that a return can be processed as?
None, Junked,Inventory
What other way besides account number, can you access ancillary management sales?
Member Number
What are the three (3) stages of Processing Quotes?
Order in Process, Issued, Sale
Items of the sale are to be issued from inventory and warehouse to the customer
Issued