This article will run through the setup and use of the Sell Objects feature in Farmerswife. This feature will require a booking name to be modified in conjunction with the workflow.
Step 1: Create or modify a booking name
- Open your Toolbox and navigate to the Booking Defaults section using the dropdown at the bottom of the window.
- Create or modify a booking name using the 'booking name & customs' option.
- In order to activate this workflow the 'Dispatch Workflow' and 'Selling Objects Workflow' checkbox must be ticked on.
Step 2: Make a booking on the item you want to sell
- Using the hourline or longform scheduling tools make a booking on the object you wish to sell.
- Once the booking is created, select the newly created or modified booking name.
- Activate the Dispatch Workflow tick box.
- Select apply at the bottom of the window.
- One dispatch is created within the booking window. This represents the sale of the item.
Ideally make the booking the same date as the sale, so that that the item is no longer available from that date.
Step 3: Dispatching the items
- On the booking itself the dispatch number in blue will take you directly to the dispatch.
- You can then proceed to verify the items are ready to be dispatched.
- Once the items have been picked up or delivered to the new owner you can mark this as being dispatched.
- You will notice that a pop up will appear confirming that this is a sale, and the system is not expecting the items to be returned. It also confirms that this has now been moved to the invoice creator.
Step 4: Reviewing object manager
- If you now locate the items within the object manager you will notice that some changes have automatically been applied. To see these items within the object manager you will need to have the setting 'show inactive' on, as the object is no longer active within your database.
- The items have now been deactivated. See the Active tickbox is grey and off
- There has been a end date automatically added to the field
- A history note has been added confirming the sale and to who it was sold to.
Important to note that you will now not be able to now make bookings on the sold items in the hourline or longform
Step 5: Invoice creator
- Once dispatched the system will also create an invoice automatically. To locate this navigate to the invoice creator.
- The invoice can then be modified to reflect the cost of the item upon sale.
- Dependant on your invoicing workflow you may then wish to move this to your invoice manager
The item rate type has been converted to unit as opposed to a day or hourly.
