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In addition, the following items have their own pages
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Tax Code Maintenance
This allows you to set up and maintain sales tax / VAT codes
It also holds information for connecting to your finance system
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You can set view and edit existing Tax Codes, set the VAT rate, a description, and then check or un-check the Standard, Exempt and EC Exempt fields depending on your requirements.
Changes made here will affect transactions going across to Finance Software so care needs to be taken.
The green tick and Red cross in the Account System, indicates the Method and Bank data is correct for the Account Software that you are using
Update Purchase Cost
This screen allows you to update purchase costs for ALL products against the Last Invoiced PO Price.
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For example:
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Here you can update ‘Sales Tax Rates’.
The system should arrive with you containing all the standard codes already set up, and it will allow you to set up the finance system matching codes where items will be posted to.
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You should only adjust the Accounts system fields on the left of the form, adjustments to the selection boxes on the right will adversely effect the operations of the system as it is used in the VAT logic of the system. |
You can edit the Description and Rate fields or maintain those.
When updating the accounts system fields you will enter the finance system code and it will be validated and it will tell you what we know of the code description from the finance system.
A green tick will be added if the code used can be matched to the finance system.
Any changes made here will effect the posting to the finance system.
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Update Purchase Cost
You can update your product prices using this form, this is where you have not set the system configurations to carry this out automatically or you are performing this manually.
It simply provides an updated purchase cost based on the last buying price of the product.
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The best use of this is to update the UB Cost from the previous purchase orders and then also check the “Calculate UB costs from DP or vice versa”
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Running this will update all products on the system to use the last purchase price of the product. |
How does this work
Product setup shows there is a purchase cost in the UB Per/Unit field
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When you purchase a product on a PO this price defaults into the line for that product.
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Adding a new purchase order will use this field
You can update this value and overwrite the purchase price with whatever you are now paying for the product.
When
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This is the 'Last Invoiced Price' for a product and can be seen by going to the Purchase Orders tab on a product, selecting the most recent PO, and then viewing the Invoicing Tab.
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the invoice for the purchase order is received it uses the price from the pre-advice, if you have the automatic setting ON then this will update the product purchase price.
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This is considered the “Last Invoice Price” for the product. |
Manual Operation
If at any time you wish to update ALL products to set the Purchase Cost which defaults into POs to be the last invoiced price then use the this Update Purchase Cost Function.This cannot be run for specific products, only across all products
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Product Image Bulk Upload
This screen allows users to bulk upload of product images into the system, available to view in Product Maintenance.We can store product images for each of your products, this form will allow you to upload an entire directory of images at the same time.
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As you have to specify which image type you are loading you should arrange your directory structure in a similar format having separate directories for each image type |
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The process will ask the user for a directory where the product images exist, the images should have the product code as their file name.
The same file extensions will be supported here which are already supported in Product Maintenance.
The process will also ask the user what type of image it is, so it knows which image placeholder to upload them to in Product Maintenance.