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Quantum VS Help: Sales Desk |
When you add a product to a sales document, its details will be displayed on the line. For example:
The product is now displayed as a line item. You will need to enter the Quantity required, then add further lines as necessary, before Completing the document.
There are many additional options for amending line details, adding other line types, viewing and manipulating line prices/discounts and more. See Additional Procedures When Adding Product Lines.
Note: Additional Product-related details display in the Properties: Product Panel.
The information displayed on each Product line depends on your selected Lines View Mode. For further details see Lines View Modes.
When you have added a line, some or all of the following columns display in the lines view area:
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Field |
Explanation
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Line |
Each line is allocated a line number for reference.
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Product Code |
For Product, Manual and Special lines a hyperlinked code is displayed.
Click the Product Code link to view the Product record (or Manual / Special Product record) in a separate tab. See Viewing A Product Record for details.
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Description |
For Product, Manual and Special lines, the item's description is displayed. You may edit or overtype this if required.
For Text lines a hyperlinked description is displayed. Click the link to view the Text line record in a separate tab. See Text Lines And Sales Documents.
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Customer Part Number
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If a Customer Part Number has been recorded for the selected Product and Customer, this is recorded here.
Note: This is an Optional Column and may be hidden if required. See Showing/Hiding Optional Columns. |
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Quantity |
When you add a line item the Quantity automatically defaults to 0.
When you enter (or overtype) a quantity, the Total price and other product line details are adjusted accordingly.
For Timber products the Quantity is hyperlinked. Click the Quantity link to open the Timber Entry window and view/edit timber quantities. See Adding Timber Products To Sales Documents.
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Nett Price / Gross Price / Unit Price
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The product's Nett Price, Gross Price or Unit Price will be displayed, depending on the selected Lines View Mode. See Lines View Modes.
Click the Nett Price / Gross Price / Unit Price link to display the Line Pricing window (Negotiation View). This displays past prices paid by the Customer and enables users to manipulate a range of price/discount variables, including the Gross Price, the Margin and the Line Discount.
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Per |
The item's unit of measure (e.g. Each, Pair, Metre, Sheet, Pack etc. as recorded on the Product record) is displayed here.
To select an alternative unit of measure, click to highlight the Per field then select an option from the menu.
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Total
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The Total price for the line item is displayed here.
Click the hyperlink to view the Manual Pricing window, which allows you to manipulate a range of price/discount variables for the product, including the Regulator, Break Discount and Matrix Discounts 1 and 2. See Viewing And Manipulating Prices And Discounts.
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Despatch Branch
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For most Users/installations this field will not be shown.
If this field is displayed you may click to select an alternative Branch to despatch this line of goods. See Selecting An Alternative Delivery Branch.
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Margin %
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Shows the margin percentage (i.e. the total profit margin) for this line. Users may adjust this in Line Pricing (Negotiation) View.
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Branch Stock
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Click View to view Branch Stock records for this Product. See Viewing Product Stock Details.
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Size
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If a Timber or Sheet Product has been entered, its dimensions display here.
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Pack Quantity
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If the product is a Pack - see Adding Pack Products To Sales Documents - this displays the quantity of items in the Pack; e.g. 'Ten'.
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Click to view price and stock data for the product. See Viewing Price And Stock Details For A Product.
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A running total appears below the line details, showing the cumulative price for Goods (i.e. Nett Price).
For Retail Customers (Customers defined as a Retail Customer in the Account Type field in the General Details tab of the Customer record) the VAT and Total (i.e. Nett plus VAT) price are displayed in addition to the Goods (i.e. Nett Price).
