Sale & Appointment
How to share prepaid items between multiple customers?
Scenario: Customer A and Customer B are willing to share their purchased prepaid with each other for usage.
Step 1: Click “Customer” .
Step 2: Click “CUSTOMER” .
Step 3: Select a customer (Customer A) and click the pen icon “✏️” to update.
[!] It can be anyone from the sharing group.
Step 4: Tick the Sharing Account checkbox “☑️” .
Step 5: Click on “APPLY” or other disk icons to save.
Step 6: Make sure the change has been saved.
Step 7: Copy the code from the “Sharing Account” field.
[!] You can assume SA code is one sharing group code.
Step 8: Click “CANCEL” .
Step 9: Select another customer (Customer B) and click the pen icon “✏️” to update.
Step 10: Tick the Sharing Account checkbox “☑️” .
Step 11: Paste the copied code into this field.
Step 12: After pasting, must choose previously mentioned customer (Customer A).
[!] You can apply this code to anyone who wants to share their purchased prepaid.
Step 13: Click on “APPLY” or other disk icons to save.
Step 14: Make sure the change has been saved.
Step 15: [Optional] To check if they are sharing the prepaid, buy any prepaid item as Customer A.
Step 16: [Optional] In another sale ticket, select Customer B .
Step 17: Click “Use Prepaid” .
Step 18: [Optional] Hover the mouse cursor on the ‘i’ icon “ⓘ” to show its owner.
In this example, Service 200 from TK04385 is purchased and owned by Customer A.
Step 19: [Optional] To check if Customer B can share prepaid as well, buy any prepaid items.
Step 20: [Optional] In new ticket, select Customer A and click “Use Prepaid” .
Step 21: [Optional] Hover the mouse cursor on the ‘i’ icon “ⓘ” to show its owner.
In this example, Service 200 from TK04387 is purchased and owned by Customer B.
Last update: Aug 2024