Overview
Purchases made by customers, both outright purchases and instalment plans, are accessible via the Purchase tab under the customer.
The Purchase Tab
First, locate the customer using the Cumulus Quick Search or via the Customer List search page. Once you have opened the customer's record, open the Purchase tab.
Initially, all purchases will load in the list. Users can filter or search for specific purchase using the following filters:
- Purchase status.
- Purchase type.
- Product type.
- Purchases made before/after a given date, or within a specific date range.
Click on the ID of the purchase record to view the details. On this page, users can access:
- Basic information related to the purchase.
- What was purchased and when.
- Product delivery information
- Product instances sold to the customer, assuming the product is serialised and the product inventory is being used to track serial numbers.
- The related service (if the product is linked to the service)
- Purchase transactions
- Outright purchases will contain a single transaction.
- Instalment purchases will contain multiple transactions as they are generated.
- An overview of the instalments, if relevant.
- Any approved invoices that included purchase-related cardlines.
