Batch Plan Sale (IMEI)
Sale > Sell Product > Phone Tab
All Sales Staff & Administration
Permisson 1.11.240 Phone-Allow Batch Plan Sale must be enabled to do batch sales.
This exciting feature will eliminate the need to repeat the same process when selling many of the same plan & device to the same customer.
Business Centre and Enterprise level resellers will highly benefit in time vs money saving.
- Proceed to the sale screen
- Enter a new or select existing customer
- Proceed to the ‘Phone Tab’
- Select the required plan using the provided filters
- Select the relevant ‘Device Model' option in the ‘Phone Type’ selection box
- Click Search to verify plan and device match
- Enter additional info (if prompted)
- Tick ‘Batch’
- Enter ‘Con Ref’ now if the connection reference is the same for all services
- Adjust dates if required
- Click OK
- Enter all the IMEI for the device
- Enter the corresponding service number to each IMEI
- Enter the optional Con Ref (if not previously entered or different)
- Enter any relevant notes
- Click 'Check'
- If all results are expected then click 'Add All'
- Tick Individual records and click 'ADD' If you only want to commit to certain records
- Click complete to commit the selected records to the invoice
- Basic Phone Sale
- Batch Plan Sale (NO IMEI)
- Adding Customers to Invoices