SO - Line Items
- Alan Gilchrist
- Sarah Jackson
This tab deals with the products on the order lines and the value you will sell them for.
You can search using F10, F11, F12 or just simply start typing.
There's an option in the system configuration that enables you to set a warning if a product entered is not on the customer's price list. This warning can always be disregarded.
This form allows you to enter product codes for the order. When each line is added, the status will be shown as "O" (Outstanding). Once the line is complete and fully delivered, the status will change to "C" (Completed).
You can remove an order line when its status is "O" by highlighting the line and pressing delete, or by changing the required quantity to 0 before saving.
Saving the grid
The option to save and reset the frid are now within the drop down menu when you click the right hand mouse button whilst on the grid header
Product Code Entry
You can search for a product code (using F11) or you can enter the code if known.
On this field, when typing part of the name or code, this will allow you to perform a google style lookup/search.
When typing part of the name of the product and only one will show up in the results box, you would need to use the keyboard arrows and enter button to select, you will not be able to select it with the mouse.
This will show the availability of the stock when you click on the Avail button on the lookup screen.
You are able to click on the arrow that appears in the Product Code field to select a Product.
If your warehouse group includes multiple warehouses, a small popup screen will appear, prompting you to select which warehouse you wish to take the stock from. Simply choose the desired line from the options provided. This screen is depicted top right :
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.
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.
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 Best 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.
Pricing Information
Adjustments to Prices
Decimal Places
Calculated Prices
Colour Highlights
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