|
Quantum VS Help: Sales Desk |
After you have completed the header details for the Sales Contract and clicked [Tab] your cursor will be focused on the Product Code field of the first Product line (Line 100), ready for you to enter the products the Customer wishes to include in the contract.
At this point:
The Sales Contract is assigned a number. The tab will now read, for example, Sales Contract 001/1001141 (or similar), rather than New Sales Contract.
Header details are 'collapsed' to save screen real estate. To review/edit header details, click the 'arrow' icon.
The Customer name in the header is hyperlinked - click to open/view the Customer record.
To enter Product lines: use the same procedure as for Sales Orders. See Adding Product Lines.
As with Sales Orders, the product's Description, Nett Price, 'Per' value, and Total price are displayed by default. (This depends on the Lines View Mode selected. You may change this to a different setting.) Hyperlinks are available from each line's Quantity, Nett Price, and Total. You may click on these to check product and price details. (Other hyperlinks are available, depending on your Line View Mode.) See Understanding Product Lines.
The following Product line columns/fields are specific to Sales Contracts:
Outstanding: When this Sales Contract is Completed, the Outstanding field shows the quantity of goods still to be supplied under this Sales Contract. This figure is updated when a Sales Order, based on this Sales Contract, is Completed. For example, if the Sales Contract states that you will supply 200 units of a Product and the initial Sales Order (based on this Sales Contract) is for 20 units, the Outstanding field on the Sales Contract will automatically update to 180. See Adding Product Lines From A Sales Contract To A Sales Order.
Note: Outstanding Product totals are not displayed until the Sales Contract has been Completed.
Supplier Account: This lists the account of the Product's Supplier and is added automatically when you add a Product.
Quotation Reference: This field allows you to reference a Quote (i.e. if a Quote was raised for the Customer prior to the creation of the Sales Contract).
Claim | Purchase: This field shows the selected option for when a rebate must be obtained from the Product's Supplier, which will be one of the following:
Claim - to specify that any rebates you claim back from the Supplier will only apply to this particular Sales Contract for this particular Customer; or
Purchase - to specify that the normal Supplier rebate will be applied.
Note: For further details see Supplier Rebate Maintenance.
There are a range of additional procedures which may be necessary or useful when adding Product lines to a Sales Contract:
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.
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.
See Additional Procedures When Adding Product Lines for a full list and further details.
Once you have finished adding lines:
You may wish to review - and, if necessary, enter - details by selecting the available tabs within the Sales Contract (e.g. Diary, Notes, Documentation). See Additional Sales Document Tabs.
You may wish to review details and specify options in the Properties area. See Understanding The Properties Area.
You will need to Complete and print the Sales Contract.
At some point you will need to raise a Sales Order for the goods the Customer is ordering against the Sales Contract, copying lines from the Sales Contract to the open Sales Order. See Adding Product Lines From A Sales Contract To A Sales Order.
Note: To review the full Sales Contract procedure see Working With Sales Contracts.