The payment conditions created in this section will be used as part of the "Deals – Quotation" stage, as well as at the different stages of the Purchase Order.
To create a new payment condition
1. Click on CRM .
2. Click on Settings, click on Payment condition.3. Click the add/plus icon to begin creating a new payment condition.4. Complete the information required in the following fields:
a. Description – give the payment condition a name.
b. Type – condition used on sales, purchases or both.
c. Active – will be listed and ready for use, otherwise will be hidden for being "Inactive."
d. Default - the new payment condition will automatically be included when processing a new transaction.
e. Advance Payment – the payment condition will only have one installment, with an expiration date on the day of "Winning" the deal.
5. Generate installments
a. Click on the GENERATE INSTALLMENTS icon if more than one installment will be available for this payment condition.
b. With entry – the application will simulate the installments with one more installment, with an expiration date of "today."
c. Term – the number of periods for each installment.
d. Period – the type of period for each installment, which can be year, month or days.
e. Quantity – number of installments desired.
6. Clicking on Next will open the Step 2 Operations, in which we can add an increase or a discount that will automatically be applied when quoting with this payment condition. The operations are added by
the icon and can be made by amount, percentage or factor. Furthermore, the operation can be set to be Active/Inactive or Hidden/Shown in Deal.
Note: Hidden/shown operations will control if we see this operation in the Operation tab on the Deal screen or if it will be in the Hidden Operations (in the same tab). Most importantly, hidden operations won’t show in any custom document tag, meaning that it won’t appear in the quote, as opposed to Shown operations.
To Edit a payment condition
Find the payment condition that you want to edit.
1. Click on the three dots icon beside it.
2. Click the Edit icon to open the editing panel
To Delete a payment condition
Find the payment condition that you want to delete.
- Click on the three dots iconbeside it.
- Select the Delete icon and the payment condition will be removed.
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