In addition the following items have their own pages
Tax Code Maintenance
The system should arrive with you containing all the standard codes already setup, and it will allow you to setup the finance system matching codes where items will be posted to.
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.
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.
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 vv”
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
Adding a new purchase order will use this field
You can update this value and over write the purchase price with whatever you are now paying for the product.
When 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.
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 this Update Purchase Cost Function.
Product Image Bulk Upload
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.
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
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.