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Quantum VS Help: Sales Desk |
There are a range of additional procedures which may be necessary or useful when adding Product lines to a sales document (Sales Order, Quote, Sales Enquiry, Sales Contract, Credit Note):
The following applies to Sales Orders, Quotes and Sales Enquiries only:
Viewing price and stock details for a particular Product line. See Viewing Price And Stock Details For A Product.
The following apply to all sales document types - Sales Orders, Quotes, Sales Enquiries, Sales Contracts and Credit Notes:
Entering Text, Manual and Special lines. See Entering Text, Manual And Special Line Details.
Reviewing Product details by clicking the Product hyperlink. See Reviewing Product And Customer Details.
Reviewing Customer details by clicking the Customer hyperlink. See Reviewing Product And Customer Details.
Optimising the display of Product lines (e.g. removing empty space; hiding columns not required; freezing columns). See Optimising Product Line Display.
Viewing the Product Catalogue. See Viewing The Product Catalogue.
Cancelling a Product line on the document. See Cancelling Lines And Documents.
Cancelling the whole document. See Cancelling Lines And Documents.
Copying and pasting a Product line to another Product line, either on the same sales document or another one. See Product Line Right-Click Options.
Adding a Product listed on one document to another open document. See Product Line Right-Click Options.
Copying all the details of a single Product line from one open document to another. See Product Line Right-Click Options.
Creating a new line (i.e. a Product, Text, Manual or Special line) above a selected line on the sales document. See Product Line Right-Click Options.
Working with Auto Add-ons, Top Sellers and Associated Products and adding them to open sales documents. See Auto Add-ons, Top Sellers And Associated Products.
Changing Lines View Mode to view different line information. See Lines View Modes.
Viewing and manipulating line prices and discounts by:
'Lump Summing' Product lines - grouping together selected lines and assigning a price for the group of Products. See Lump Summing Product Lines.
Re-pricing the sales document at Cost price plus an additional percentage. See Re-pricing Product lines (Cost Plus Mode).
Opening the Line Pricing window and viewing/manipulating the price the Customer will pay for the line. See Line Pricing (Negotiation View).
Opening the Manual Pricing window and viewing/manipulating the price the Customer will pay for the line. See Manual Pricing.
Save negotiated prices/discounts as Special Prices. See Creating Special Prices From A Sales Document: Overview.
Adding Timber, Sheet Materials, Packs and Kits to the sales document. See Timber, Sheet Materials, Packs And Kits.
Selecting additional 'Product Processes' required by the Customer, if available. See Entering Product Process Options.
Selecting alternative stock units/quantities. See Selecting Stock Units At Sales Document Entry.
The following apply to Sales Orders only:
Entering a Forward Order line, when the Customer wishes to order goods not required immediately. See Sales Orders: Adding Forward Order Lines.
Viewing and editing the allocation of Batch/Bin/Serial-numbered goods to the Sales Order. See Editing Sales Order Batch Allocations.
Converting a non-completed Sales Order to a Quote. See Converting A Sales Order To A Quote.
Viewing stock details and Branch stock details for Products listed on (or to be added to) the Sales Order. See Viewing Product Stock Details.
Specify 'alternative products' (if set up in the Product record) if there are insufficient stocks of the current product available to fulfil the order. See Entering Alternative Products.
Working with orders where there is insufficient stock to fulfil order lines, including back ordering the stock, force allocating the stock, and raising a back-to-back Sales/Purchase Order. See Insufficient Stock And Back Orders.
Converting a Luckins Product into a standard Quantum VS Product. See Adding A Luckins Product To A Sales Order.
The following apply to Sales Orders and certain other sales document types:
Parking the Sales Order (or Quote or Credit Note) - for retrieval, editing and completion at a later time/date. See Parking Sales Orders, Quotes And Credit Notes.
Selecting an alternative Branch to deliver (or receive) the goods from the Branch that raised the Sales Order (or Credit Note). See Selecting An Alternative Delivery Branch.
Note: This option must be switched on in Optional Enhancements - Price Book tab 384 and is likely to be turned off in most installations.