Technical Support Centre - Knowledgebase » Article #INTFDTOS01
| Article ID | Article Title | Last updated | Article relates to |
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| INTFDTOS01 | The difference between: Cash Sale / Credit Sale / Agreement |
20080624 (Andy) | Models: Pro, MultiUser, MultiSite, MultiView Brands: Marina, Self Storage, Appliances Versions: 7.X (and higher) |
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What is the difference between a Cash Sale, a Credit Sale and an Agreement?
StorMan has 3 types of sales; these are outlined below...
- Cash Sales - A cash sale is a quick way to sell merchandise items (such as boxes, locks, rope, bubble-wrap, etc; for more information, please see knowledgebase article <insert text here - link to article about merchandise items>) to walk-in customers. Generally, you would use cash sales for customers who you do not know, do not store or rent with / from you, and whom you probably won't see again. For more information, please see #CASLABT01 - What is a Cash Sale.
- Credit Sales (aka Other Credit Sales) - A credit sale is essentially exactly the same as a customer agreement (see knowledgebase article <insert text here - link to article about customer agreement>), and hence the screens are very similar to the customer agreement screens - with one major difference... credit sales cannot have a unit (or berth, or appliance) attached. For more information, please see #OCSABT01 - What is an Other Credit Sale.
- Agreement-based Sales - An agreement-based sale is a sale made to a customer that stores with you. Should a storer wish to purchase merchandise items, we still recommend putting these through the customer's storage (or marina / appliance) account in the system - rather than create a cash sale for this customer. By keeping these types of purchases together with the rest of their financial information & rental billing on their account, facility staff (as well as the customer) have a better, easier-to-find purchase history for the agreement. For more information, please see <insert text here - link to KB article about agreement-based merchandise sales>.
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