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AVAILABLE FROM CRM.COM R10.0.0

What are Sold Physical Goods?

Sold Physical Goods are Goods sold to customers through a Job. These goods may be returned to the business, if necessary, through the Job or Accounts Receivable which once owned them. The following processes are available by the System, in order to handle sales and returns of Physical Goods 

• Setting and tracking traceable and non-traceable Physical Goods ownership
• Setting and tracking the Warehouse Transaction that was used to issue the Physical Good
• Tracking the Invoice that was posted to Invoice sold Physical Goods 

Supported Processes

Selling Physical Goods

Physical Goods are sold through Jobs whose Billing Directive is set to "Billable".  Sold Physical Goods are initially owned by a Warehouse that is classified as Direct or Indirect Sales. Once the Physical Good is added as 'Provided' on the Job, it is considered as sold to the Customer and is owned by the customer's account. Sold Physical Goods can be viewed through the Accounts Receivable Assets' screen.

Once the Physical Good is sold, the following steps are executed in the System:

1. Sales Method is set on the Physical Good, to Direct or Indirect Sales, depending on the location of the Warehouse from which the Physical Good came 
2. A Stock Out Warehouse Transaction is created to move the Physical Good to the related Accounts Receivable
3. If the Physical Good is traceable, then the installed item and its components (if any) will be updated with the relevant ownership information
4. Applicable Warranty Policies are applied on the Installed Item

Returning Sold Physical Goods

Sold Physical Goods are considered as returned to the business in 2 cases

• Physical Goods which were added on a Job as 'Provided' and are now removed from the Job (while the Job is not yet 'Completed' or 'Cancelled')

• Physical Goods are returned through the Accounts Receivable Assets' screen through a dedicated action 'RETURN PHYSICAL GOOD' 
  This can serve cases where the Physical Good was sold via a Job and the customer wishes to return (for any reason) 
   

Once the sold Physical Good is returned, the following steps are executed in the System:

1. If the Physical Good was already invoiced then a Credit Note will be created with the same attributes and amount.
2. The Installed Item's ownership information is accordingly updated with the Warehouse's information. Any information related to the previous Accounts Receivable that owned the Installed Item is removed.
3. A Stock In Warehouse Transaction is created to move the Physical Good back to the Warehouse.
4. Physical Goods that were once owned by the Accounts Receivable are available for viewing through the dedicated action VIEW ASSETS HISTORY on the account's Assets screen.

Replacing Sold Physical Goods

Sold Physical Goods can only be replaced if they are Subscription Physical Goods. This is possible to be done through Job "Swap Subscription Installed Items"  Fulfilment Scope.

Once the sold Physical Good is returned, the following steps are executed in the System:

1. The previously sold Physical Good will be returned as specified in Returning Sold Physical Goods.
2. The new Physical Good will be sold to the customer as specified in Selling Physical Goods.
3. Warranty Policies are re-evaluated for the new Physical Good, and removed from the previous Physical Good, if necessary.
4. Physical Goods that were once owned by the Accounts Receivable are available for viewing through the dedicated action VIEW ASSETS HISTORY on the account's Assets screen.