LayBy Payment Overview
A Sapphire Web Pack LayBy Payment is a list of both current or historical records for all exchanges and communications on LayBy Transaction basis that will fall under the heading of agreement between the vendor’s and clients for the exchange of services and inventory. This may take the form of various types of inventory that are covered under the 10 types of inventory within the SapphireOne application.
Within the Sapphire Web Pack POS LayBy Payment, which is accessible from the Web Pack LayBy Payment, will only show a current list of LayBy Payments. These LayBy Payments will show the Customer ID, the name of the customer, start date, the due date, reference, amount, owe and payment.
- The selection of the
Customer Details icon, located in the POS Point of Sale screen, is essential as a Customer or Client will have to be selected or created before any LayBy transactions are processed. This is essential so that SapphireOne is able to track customers who are using our LayBy functionality. Their LayBy Payments may then be tracked on a customer by customer basis.
- When the
Start Payment icon, is selected Sapphire Web Pack will allow the transaction to be processed with an amount still owing on the Lay By transaction. If you have forgotten to Select an existing customer or create a new customer at a previous step, Sapphire Web Pack will remind you with this alert message and will not let you proceed further.
- It will be stored in SapphireOne as a LayBy Client Invoice (LCI). Note the third item in the Transaction List below as it is an LCI. The mandatory client is ARCRES.
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
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