This tab deals with the products on the order lines and the value you will sell them for.
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You can search using F10, F11, F12 or just simply start typing. |
There is an option in the system configuration which allows you to set a warning if a product entered is not on the customers price list, this can always be ignored.
This is the form where you can enter product codes for the order when each line is added we will show the status as “O” (Outstanding) and when the line is complete and fully delivered it will show the status as “C” (Completed).
You can remove an order line when it is status “O” by highlighting the line and hitting delete or changing the quantity required to 0 before saving.
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Product Code Entry
You can search for a product code (using F11) or you can enter the code if known.
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On this field, when typing part of the name or code, this will allow you to perform a google style lookup/search.
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If your warehouse group has multiple warehouses then you will be presented with a small popup screen that will ask you which warehouse you wish to take the stock from, simply select the line you wish to use. This screen can be seen below:
When you enter a valid product then the product details will be displayed on the form.
If you have entered a product that has a future available from date, a popup message will remind you of this.
Rotation Entry
This is not a mandatory requirement you can simply leave the line only requesting the product code, in fact, unless you are selling high-value stock then we would recommend you do not use the rotation number.
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There is an update planned where you can highlight and select products where a ROTATION NUMBER is mandatory on any order. |
When entering the rotation number we would recommend you use the F11 and select from the list, it will only display a list of the rotations for the product you are choosing, if you know the rotation then you can always enter it manually.
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Not all warehouses use rotation numbers. |
Quantity Entry
You can enter the number of Units (Cases) and the number of Singles (Bottles) e.g. 3 units and 4 singles OR alternatively, you could enter 22 singles and the system will automatically translate this to 3 units / 4 singles.
When you enter the quantity the PRICE LIST and PROFIT/MARGIN will be displayed.
Other Fields
Price List
This is the price list where we obtained the prices, the options are.
CUST | Customer Contract Pricing this is generally the lowest price |
LIST | From the price list the customer is using for the order, this defaults to the customers price list as setup on their account. |
PROD | This is the highest price and is from the Product table |
Profit / Margin
We try to provide a rough guide to the profit margin, we take the purchase price + landed costs + rent costs + duty costs and deduct this from the sales price.
Discount
The discount shown on the line comes from the order header screen where this was set for the order.
BBD
The bet before date comes from either
The oldest available BBD from the products in stock and available OR
If a rotation is selected then it will be based on the rotation.
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Please remember that sending an order with product code only to a Vision warehouse and the product uses BBD the warehouse will choose the oldest available stock with a shelf life stipulated on the product, you do not need to specify this on the order you send. |
Pricing Information
Adjustments to Prices
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Adjustments to Prices You can (if you have the function enabled) adjust the values you are selling the product for, just edit the white fields where the figures are. However please be aware that changing other fields can result in the values being reset back to the original. It is not always possible to auto-update the prices to match what you want. Please be aware that it is your responsibility to ensure that all prices (unit and single) are correct before you process the Order. |
Decimal Places
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Prices shown on the system are to 5 decimal places, we will be updating the screen at some point to only show to 2 decimals UNLESS it needs to show the 5 decimals but this is not finalised yet as some customers prefer it to be consistent. |
Calculated Prices
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Both the Unit Price and the Singles Price need to be against a Sales Order Line to correctly calculate the Line Total throughout the application (even if the Unit or Single quantity is Zero). |
Colour Highlights
Colours will be used on the buttons to signify whether there are differences.
Clicking on the non-GREEN icon will adjust the price in the field to be divisible / multiplication of the other price.
e.g. Single Price is RED then clicking this will take case price / SPC.
e.g. Case Price is RED then clicking on this will take the single price * SPC.
If the single price is changed, the case price goes RED if the user clicks the button it will update the case price to the singles price * SPC, if it is correct then it stays GREEN.
If the case price is changed the single price is checked,if the single price < case price / SPC THEN RED if the single price > case price / SPC THEN YELLOW ELSE will be GREEN.