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Crear un pedido de venta rápida

Introducción

Una vez que entienda el proceso de pedido manual, puede usar la opción de venta rápida para crear rápidamente una orden de un solo artículo para un producto de una sola vez (sin suscripciones).

Esta opción le da el control sobre lo siguiente:
 - Ajuste del precio del producto
 - Opción de pago: Sin pago, Cargo automático, Pago manual (por ejemplo, cheque)
 - Plan de pago: cree un plan de pago personalizado para el pedido
 - Envío: Este método utiliza el formulario de pedido grupos de envío
 - Aplicación de comisiones de socios de referencia
 - Acciones: Las ventas rápidas NO realizan acciones de compra. Tiene la libertad de seleccionar un conjunto de acciones para ejecutar.

Instrucciones paso a paso

1 - Mientras visualiza un registro de contacto, haga clic en la ficha Orden.

2 - Seleccione un producto del menú desplegable de venta rápida.

3 - Ingrese los detalles de venta:

 - (Opcional) Ajuste: Utilice este campo para ajustar el precio del producto en función de su acuerdo con el cliente.

 - (Opcional) Notas de venta: Agregue notas específicas de pedido.

 - (Opcional) Código promocional: seleccione un código promocional en el menú desplegable. Estos códigos promocionales se utilizan para realizar un seguimiento de la eficacia de la publicidad. No aplican un descuento.

 - (Opcional) Tipo de orden: El tipo de orden está desactivado de forma predeterminada. No es necesario cambiar esto para una orden manual.

 - Cargar impuesto sobre ventas: La configuración predeterminada es Sí o No según la opción definida en Comercio electrónico> Configuración> Pedidos. Seleccione Sí para aplicar el impuesto sobre ventas. Seleccione No para excluir el impuesto sobre ventas del pedido,

4 - Introduzca los detalles de Pago y Autocharge

 - Elija una opción de pago entre las siguientes opciones:
     - No quiero registrar un pago en este momento
     - Pague con tarjeta de crédito: seleccione una tarjeta existente o Añadir una nueva para cargar la tarjeta de crédito cuando complete el pedido.
     - Hacer un pago manual: elija un tipo de pago en el menú desplegable. Utilizará esta opción para registrar pagos en efectivo, cheques y tarjetas de crédito procesados ​​fuera de Infusionsoft.

 - Ingrese el monto de pago. Esta cantidad se aplicará al total de la orden y, si el cliente está pagando con una tarjeta de crédito, se cargará automáticamente cuando complete la orden.

 - (Opcional) Agregue una nota sobre el pago.

 - (Opcional) Aplicar a Comisiones: Esta opción se establece en Sí de forma predeterminada, lo que significa que el sistema calculará y aplicará automáticamente las comisiones de socio de referencia a este pedido. Seleccione No si el socio principal y / o el socio de venta no son elegibles para comisiones en este pedido.

5 - (Opcional) Introduzca los detalles del plan de pago. Sólo necesita usar estos ajustes si el cliente va a pagar por la compra en varias cuotas.

 - Monto del pago inicial: Este monto generalmente incluye cargos por adelantado, envío e impuestos.

 - Fecha de pago inicial: ingrese la fecha de pago (normalmente la fecha de hoy).

 - Fecha de inicio del plan: ingrese la fecha para el primer cargo de las cuotas restantes.
     - Pagos: ingrese el número de pagos restantes, excluyendo el monto de pago inicial que usted ya registró (por ejemplo, para una venta total de $ 1200, el cliente podría pagar un pago inicial de $ 500. El restante $ 700 se puede dividir en 2 pagos de $ 350 cada.)
     - Días Entre Pagos: Introduzca el número de días de espera entre los     pagos restantes. Este valor predeterminado es de 30 días, pero puede cambiarlo.

6 - (Opcional) Si se trata de un producto que se puede comprar, introduzca Envío

 - Grupo de envío: seleccione un grupo existente en el menú desplegable o haga clic en Crear para agregar un nuevo grupo de envío.

 - Opción de envío: seleccione una opción de envío de las opciones asignadas al grupo de envío seleccionado.

7 - (Opcional) Asignar Comisiones

Seleccione al Socio de Referencia y / o Venta que sea elegible para comisiones en este pedido.

8 - (Opcional) Aplicar Acciones

Seleccione un conjunto de acciones en el menú desplegable. Una venta rápida no desencadena acciones de compra ni acciones de pedido. Debe seleccionar manualmente un conjunto de acciones.

9 - Haga clic en el botón Guardar para completar el pedido.

Nota: Si el cliente está pagando con tarjeta de crédito, el cargo se aplicará cuando la orden se guarde o se cargue automáticamente en el futuro en la fecha de pago inicial.

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