Billing for phone houses: tracking the cellphone number and IMEI

With Gestix Enterprise 2014 or above, you can enter the cellphone number, IMEI, and other information, and perform any search on these details, to instantly access the customer record, invoice details, and all related information.

Searching the dashboard with IMEI or cellphone number and getting to the sales document

Searching the dashboard with IMEI or cellphone number and getting to the sales document

First we set Gestix up to input the IMEI along with the equipment Serial No, when entering a sale.

In the Industry-specific drop list, select Serial Number Options

The IMEI field is enabled by selecting Serial Number Options in the Industry-specific drop down.

Then you can tell Gestix to check user input according to one of the following options:

Behavior regarding duplicate serial numbers and serial numbers not in stock

Behavior regarding duplicate serial numbers and serial numbers not in stock

Lower in the Gestix | Admin | Settings page, you can tell Gestix to behave in one of several ways regarding duplicate serial numbers and serial number that are not in stock.

Choose

No duplicates to make Gestix reject duplicated serial numbers, and to ensure the serial number is in stock when selling.

Duplicates to make Gestix allow duplicated serial numbers, yet ensuring the serial number is in stock when selling.

Relaxed/No duplicates to enable selling serial numbers that have not been previously entered into the system but still disallowing duplicated serial numbers.

Relaxed to enable selling serial numbers that have not been previously entered into the system, allowing duplicated serial numbers.

In our example we are using the Relaxed/No duplicates behavior so we can just enter the S/N and IMEI at the point of sale.

Tap Save at the bottom of the Settings page when done. Then, tap Back on the Admin menu to return to the main application menu. Open the Articles menu and open the iphone 5 product (or any other suitable product).

Set your articles to use Serial Number as the product trace option

Set your articles to use Serial Number as the product trace option

Notice the available Product Traceability options.

Product traceability options

Product traceability options

Let’s try a sale.

Create a new invoice, choose the sample article and enter S/NO (up to 21 characters) and IMEI (up to 160 characters)

Create a new invoice, choose the sample article and enter S/NO (up to 21 characters) and IMEI (up to 160 characters)

 

The sales ticket identifies the product to the customer, yet it can be personalized

The sales ticket identifies the product to the customer, yet it can be personalized

Add a comment below for any questions or suggestions.

One thought on “Billing for phone houses: tracking the cellphone number and IMEI

  1. Pingback: Tratamento de RMA no Gestix com ou sem Números de Série | Gestix Software Blog

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