One Step CDS
CDS Orders just got a lot easier thanks to UnitWise! For each Customer Delivery Service transaction, you can record it as a CDS Order to track the income & expense from just one place!
Here's How We Have Simplified This:
- After a CDS order has been made, you can record the transaction in UnitWise using a Sales Receipt
- Check the box for "Use Customer Delivery Services"
- Enter the Product Details
- Verify that the total is correct for your customer
- Receive Payment (Note: Use Processed Credit Card if your card has already been processed through InTouch)
- Select a Deposit To account
- At the bottom, you can enter your costs for this order.
- Enter Your Shipping Costs & Total Amount Paid to MK
- Select a Pay From account to track your expenses
After you Save this Receipt, a Purchase Order will automatically be created to track your expenses incurred for this CDS Order!
Here's How We Have Simplified This:
- After a CDS order has been made, you can record the transaction in UnitWise using a Sales Receipt
- Check the box for "Use Customer Delivery Services"
- Enter the Product Details
- Verify that the total is correct for your customer
- Receive Payment (Note: Use Processed Credit Card if your card has already been processed through InTouch)
- Select a Deposit To account
- At the bottom, you can enter your costs for this order.
- Enter Your Shipping Costs & Total Amount Paid to MK
- Select a Pay From account to track your expenses
After you Save this Receipt, a Purchase Order will automatically be created to track your expenses incurred for this CDS Order!
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| This particular example includes a total cost amount of $19. This consists of $14 worth of product (wholesale) and $5 Shipping & Handling |
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