Skapa "B2C" avtal innan faktura skickas.
Innan du börjar
To be able to run the processing successfully, the following prerequisites must be in
place:
- The company must have signed a B2C vendor agreement in AutoInvoice.
- The customer must be identified as consumer, either by checking the Kundpref.
flag Privatperson or setting an AutoInvoice operatörnr.
identified as used for B2C invoicing.
- The EAN lokaliser.nr field
must be empty.
- Customer must have email (either E-postadress or
AutoInvoice e-mailadress) or phone no (Telefonnr or Mobiltelefon)
registered.
Den här uppgiften
The processing is used when you want to send a B2C agreement suggestion prior to
sending an invoice through AutoInvoice.
Arbetsordning
-
Placera markören på raden eller raderna i tabellen aktör som du vill behandla.
-
I kategorin Hem, i gruppen Behandling, klicka på knappen
Skicka B2C avtalsförslag till AutoInvoice.
Resultat
When run, the processing will look through the selected customers in the
Aktör table and find all customers
that match the prerequisites. These are sent to AutoInvoice and forwarded to the B2C
provider. The customer will be notified by either email or mobile phone, depending the
contact information available on the associate.
If the customer does not reject the
agreement (which may happen automatically if no response is given), you may run
Kontrollera AutoInvoice-post to
download the B2C reference to the EAN lokaliser.nr field (the
reference no will be identical to the Customer no).
Anm: If the reference no is not
present in the EAN lokaliser.nr field, a
new agreement suggestion is created the next time an invoice is sent to the
customer.