Business Process Archives - Page 3 of 6 - Aforza

Collect a Customer Payment

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | Business Process

Business Process Overview

Check into visit and confirm location: Verify the field user’s presence at the correct location.
Review Outstanding Balances: Check previous Orders and any outstanding invoices.
Initiate payment capture: Select invoice(s) that the...

Capture a Field Order

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | Business Process

Business Process Overview

Check Into Visit and Confirm Location: Verify the field user’s presence at the correct location.
Review Outstanding Balances: Check previous orders and settle any unpaid balances by taking a payment.
Start New Order: Select products...

Create a Credit Note

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | Business Process

Business Process Overview

Check into visit and confirm location: Verify the field user’s presence at the correct location.
Review Existing Credit Notes: Check previous credit notes, the amount, and status.
Create New Credit Note: Create a new credit note with...

View & Order Promotion Merchandise

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | Business Process

Business Process Overview

Check into visit and confirm location: Verify the field user’s presence at the correct location.
Start New Order: Pricing & Promotional Merchandise available automatically calculated.
Add Promotional Merchandise: Add the chosen...

Execute Start of Day

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 24, 2024 | Business Process

Business Process Overview

Begin Start of Day Guide: User details captured automatically
Input Details: Capture warehouse location, vehicle registration, and vehicle details.
Payment Details: Record start-of-day balances and card reader details for any payment...

Schedule a New Customer Visit In Field

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Jul 20, 2024 | Business Process

Business Process Overview

Create visit on site: Schedule start time & check in (geolocation and start time tracked).
Capture Order: Capture new order, with specific pricing and promotions available.
Review tasks: Complete auto-scheduled tasks or create ad hoc....