...
Customer Contact Outcome Maintenance is used to set quick outcome descriptions against your notes in the Customer Contact Maintenance screen
| Expand |
|---|
 |
| Expand |
|---|
title |
The Delivery Service
...
is specified for each order. This should be based on the delivery options offered by your integrated Warehouse.
| Expand |
|---|
 Image AddedContact You cannot change a Delivery Service Code once created so contact your warehouse to see what options |
that do they provide before creating the Delivery Service |
|  Image Removed |
| Expand |
|---|
| title | Packaging Maintenance |
|---|
|
| The Packaging Maintenance is used to identify how many bottle |
Packaging Maintenance identifies how many bottles/singles that can be packed for a specific Carrier.
| Expand |
|---|
For example: Standard packaging can hold a maximum of 15 bottles , on . On the order , there are 25 bottles , this . This means we would need 2 packagings sets of packaging for this order. will be using uses per Singles Freestyle Packing
will be using You would need to select the Packaging type to save this. |  Image Removed |
| Expand |
|---|
|
The  Image AddedThe Packaging Description field is mandatory |
Price List Groups are used to manage the Price
...
Lists.
| Expand |
|---|
All Price List must belong to a Group. A Price List Group could have can multiple Price List against Lists associated with it.  Image Modified |
Product Group Maintenance screen is used to group similar Products together. It is used for reporting, extracts and web site. Click the drop down below for details.
| Expand |
|---|
The product group is a mandatory field and all products need to be in a product group. Even if you have a single group for everything, you have to fill this at the time when you enter a product onto the system. This also allows you to control a number of other aspects for the product group such as :- Whether to include on costs for this product in the margin reports If you want to exclude the product group from the price list e.g Internal or marketing products When you use the parcel carrier module, are items in this group fragile. Whether the sales team will have items in here apportioned, this stops a sales team from over holding or over selling a product. Enabling whether a rotation number is mandatory at the time of entering an order e.g. fine wines, specific batch control.
 | Tip |
|---|
The minimum fields that need to be entered on this screen are Code & Name |
Cost of Sales Accounts / Default Nominal Stock Account |
|---|
These items are only applicable if you are using PRODUCT analsysis analysis posting to your finance system, this is not a standard option. | Note |
|---|
If you use this option you need to ensure that these fields are populated and that the codes exist within your finance system |
|
Further Reading / ExplanationsField | Details |
|---|
ON-Cost | These are the costs of receiving the goods into the warehouse, so it will include items suich such as Freight+Insurance+RH&D+Delivery
You would not use this for RETAIL products and perhaps not for Marketing items either | Forecast | Type and Value - Used for budget, there are reports marked as “core” these include regular products you sell non core would be for non stock or non saleable items. The value shown is the forecast for this product type for the financial year. | Sales Team Apportion | all All the products in this group will have their Stock Availability apportioned by default.
For more details on Sales Team Apportionment see the Sales page |
|
| Expand |
|---|
|
The Product Style is assigned your Products to and is |
Product Styles are used for reporting and extract purposes
...
and are assigned to your Products
| Expand |
|---|
 Image Added |
| Expand |
|---|
|
The Product Type is assigned your Products to and is used for reporting and extract purposes. | Tip |
|---|
The minimum fields that need to be entered |
Nominal Ledger Prefix, Suffix, Sales Account Code, Cost of Sale Account Code and the Delivery Account Code |  |
|
...