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Home Upfront Sales Workaround in Pulse 1.0

Owned by Olanike Dairo (Unlicensed)
Jan 27, 2022
2 min read

Configure a product with upfront price as DP & Small Daily rate

 

  1. NGU request for upfront package configuration

  2. Supply Chain: Configure new package

    1. Give it a downpayment that is equal to the upfront price of the package

    2. Configure a small daily rate (e.g. $0.01) on a 1-2 months contract or any smaller contract length

  3. NGU communicates to a customer the total price (the DP+ that small daily rate for the configured contract length).  if a customer pays the total price, he will go to complete for that particular product being sold upfront

Note: 

  • The above workaround works well for new customers (e.g a customer wants to buy an SHS package upfront) because all products are installed at the same time and can be paid off once

  • if it's an upgrade this also works, but the customer might not complete the upgrade immediately 

Challenges

  • The customer is notified of the DP and the small monthly/daily rate

  • From accounting, this is still considered as an HPA given there is DR and MR for some months

  • Once a customer is complete moves out of warranty, however, there is a way a user with permission can manually extend the warranty for the customer

Below is the example for Canal+

Example for Rwanda

 

Note: could be another approach which is #2: Create upfront sale directly in ERP

 Rwanda has used this approach in the past for bulk orders (e.g. an NGO buying 100 units).

  • Create a sales order for specific customers

  • Finance/accounting follow up on the payment

Challenge: This would record the sale order. However, the problem is that this would bypass the step of creating a customer since all customers are required to be PAYG. This means you would not get any of the aftersales features (e.g. swaps for faulty products), inventory moves, or reporting.

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