During a Make Sale or Make Sales Request transaction, if a retail product is added to the order that MUST be sold with an installment plan, the wizard will display a form for viewing/specifying installment plan options.
Note:
The Down Payment field label indicates Currency or Percent (of retail price), depending on the profile configuration.
If a retail product is added to the order that allows, but does not require an installment plan, users have the option to right-click on the product to add an installment plan. This displays the same form for viewing/specifying installment plan options.
The right-click option to add an installment plan is not available on Retail Products that do not have an Installment Plan Profile assigned.
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Rules:
Number of Installments - If the number of installments is fixed by the profile, the form indicates the number of installments and the value cannot be changed. If the number of installments can be set by the user at the time of sale, the form indicates the range. The value defaults to the maximum as set by the profile, and users can enter any value within the indicated range. The absolute maximum number of installments is 240.
Down Payment - The label on this field indicates whether the down payment is entered as a currency amount or as a percentage of the product’s retail price.
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If the profile requires a down payment, and fixes the amount to a specific (not editable) value, the form indicates the down payment amount, and the value cannot be changed. If the profile requires a down payment and the amount can be set by the user at the time of sale, the form indicates the range. The value defaults to the minimum as set by the profile, and users can enter any value within the indicated range.
Note:
The down payment cannot exceed the retail price of the product. If the price is discounted, the down payment cannot exceed the discounted retail price.
If the profile does not require a down payment, and you choose not to require a down payment at the time of sale, leave this field blank.
Collect First Installment At Time of Sale - This check box is checked and disabled if the product’s profile makes the first payment at time of sale mandatory. The check box is enabled and unchecked by default if the product’s profile allows users to choose whether or not to require the first payment at the time of sale. The first payment amount is calculated when the order is tendered by subtracting from the handset price any down payment and/or discount as applicable and then dividing by the number of installments.
Note:
If this option is selected, the first invoiced installment will, in effect, be the second installment and be dated accordingly. Also, when the first installment is paid at the time of sale, that installment is not represented on the Installment Details view in Customer Management.