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Quantum VS Help: Sales Desk |
After entering the line Quantity, the Select Product Process window displays if there are 'Product Process' options available:
Product Process options are set up in Product Process Maintenance to enable the selection and entry of additional product-related options when a product is ordered.
For example: you sell a product called 'Commemorative Mug' - a plain white porcelain mug. You offer the Customer a choice of having the following designs printed on the mug when they order it: a line, a logo, or a line and logo, for which the Customer will pay an additional charge or percentage.
To do this the System Administrator will set up the required Product Process options - in this case, Line, Logo and Line & Logo - in Product Process Maintenance. These options will be offered for Customer selection when adding a Product line to a sales document (Sales Order, Quote, Sales Enquiry, Sales Contract or Credit Note).
See Product Process Maintenance.
If the Select Product Process window displays, do the following:
1. The default Product Process option is None (i.e. the Customer does not require one of the additional Product Process options with this product).
If the Customer requires one of the additional options (e.g. Line & Logo in this example), click to select it.
2. Click OK to close the window.
When a Product Process is added to a sales document:
The line Price is increased by the required amount/percentage (e.g. 30%).
The selected Product Process is appended to the Product's Description on the sales document (if the Description option was configured in Product Process Maintenance).
For example:
3. You may now continue adding lines and then Completing the sales document.
Note: You may not remove the Product Process from the line once added. To remove a Product Process added in error, first Cancel the line, then re-add the Product line.