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Crear una orden manual

Introducción

Siga los pasos siguientes para crear manualmente un pedido para un contacto

Instrucciones paso a paso

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

2 - Haga clic en el botón Añadir pedido.

3 - Vaya a la sección Información del pedido.

- (Opcional) Título de la orden: De forma predeterminada, este campo se rellena con fecha de pedido. Pero puede editarlo. El título se muestra en el historial de pedidos de la persona como un hipervínculo para acceder a los detalles del pedido.

- (Opcional) Fecha del pedido: De forma predeterminada, este campo se rellena con la fecha actual, pero puede editarse.

 - Tipo de pedido: seleccione sin conexión en el menú desplegable.

- (Opcional) Notas de la orden: Agregue notas específicas de la orden si es necesario. Estas notas solo son visibles para los usuarios de Infusionsoft.

- (Opcional) Socio de referencia de ventas: Escriba el nombre de un socio de referencia para acreditar las comisiones de sus socios para esta venta. Este campo se rellena automáticamente si un socio de referencia ya está asociado con el registro de contacto del cliente.

- (Opcional) Plantilla de factura: seleccione una plantilla de factura personalizada en el menú desplegable.

- (Opcional) Códigos promocionales: Haga clic en el enlace Editar códigos promocionales para seleccionar un código promocional para el pedido. El código promocional se puede utilizar para realizar un seguimiento de la eficacia del anuncio. No aplica automáticamente un descuento.

4 - Haga clic en el botón Guardar.

5 - Haga clic en el botón Add Order Item para ingresar el primer producto para este pedido. Cada producto se agrega por separado.


- Product ID: Introduzca un nombre de producto para buscar un producto en su base de datos. Infusionsoft mostrará una lista de posibles coincidencias. Haga clic en un producto para seleccionarlo.

- Tipo: seleccione un tipo en el menú desplegable.

- Nombre del elemento: Este valor predeterminado es el nombre del producto, pero puede editarlo. Este nombre aparece en la factura del pedido.

- Descripción del ítem: Esta opción es la descripción breve del producto, pero puede editarla. La descripción también aparece en la factura del pedido.

- (Opcional) Cargar inventario: Esta opción predeterminada es Sí, lo que significa que Infusionsoft deducirá este elemento del inventario ingresado en el registro del producto. Esta configuración sólo se aplica si está utilizando Infusionsoft para realizar un seguimiento de los niveles de inventario y recibir alertas de inventario bajas.

- Cantidad: La cantidad predeterminada es 1. Cambie este número si el cliente está comprando más de uno de un artículo.

- Precio / Unidad: Este valor predeterminado es el precio normal del producto, pero se puede editar para cambiar el precio del producto. Esto puede ser necesario si ofrece precios variables.

- (Opcional) Coste / Unidad: Este es su costo para crear y entregar el producto.

- (Opcional) Notas: Agregue notas específicas del producto aquí. Estas notas solo son visibles para los usuarios de Infusionsoft.

6 - Guarde el primer elemento. Repita este proceso para agregar más elementos a la orden.

7 - Guarde el pedido. Se ha creado como una orden no pagada.

8 - Haga clic en el botón Vista previa de la factura para ver la factura del pedido y enviarla al cliente.

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