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What is an Other Credit Sale (#OCSABT01)

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20150807 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

What is an Other Credit Sale?

A Credit Sale is essentially exactly the same as a Customer Agreement (more on Agreements: #AGTABT01), and hence the screens are very similar to the Customer Agreement screens - with one major difference... Other Credit Sales cannot have a Berth / Unit / Vault attached. For more information on the different types of sales in StorMan, refer to: #INTFDTOS01.


Why would I use an Other Credit Sale?

Credit Sales are designed for Customers that you wish to extend a line of credit to, but do not rent with / from you. For example, you may have removalist's that buy boxes and packaging materials from you on account (as in, they don't pay for it straight away - someone from their office pays it at a later date), but they do not rent a Berth / Unit / Vault from you. A Credit Sale is perfectly suited to this type of Customer.


How do I add an Other Credit Sale?

Refer to: #OCSHTA01.



On Thursday August 6th, 2015 we held a free StorMan PowerSession webcast on the topic of Other Credit Sales. You can view this video by clicking on the thumbnail below...

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