Quick sales can be used to quickly invoice one-off products. The products can either be added directly to your own invoice or combined with the invoicing of contract periods.
This procedure describes how to create a single quick deal.
Content of the instructions:
Where are quick sales created?
Go to the Invoices section and select the + Sales tab.
Quick Sale Basics
When you create a new Instant Store, you specify the following information:
Name: A free-form name for a quick store.
Internal comment: Visible only in Koho, for example to the invoicer. Won't be included in the bill.
Customer: The customer to whom the express store and invoice will be allocated.
Salesperson: The salesperson influences e.g. reporting. By default, the quick store creator user is selected.
Contract (optional): Instant trading can be associated with an existing deal.
Invoice by period (if a contract is selected): You can allocate express store invoicing to a specific contract period.
Add products
Press Select products.
Select products from the list or add a product package.
You can also use the search box to search for products.
Press Add selected products to add them to the quick store.
Edit product rows
Added products can be edited:
Number of pieces, price, cost information
Product name and invoice description
You can remove the product by clicking the Delete button.
The Pen button opens advanced options where you can:
Specifies the calculation target
Add an attachment to a product
Saving
Once you've set up the necessary information and added your products:
Press Save to save the quick trade.
Finally, remember to confirm or invoice the sale.
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.
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