Sales Maintenance
Module Defaults
Sales Info
The default configuration for sales orders commonly used by the company is maintained,
choosing from the list of values or by enabling the check box against each of the parameters which will be displayed in the screen or
will be printed during report generation or at the time of processing.
Credit Check Options
The tab details of credit check options which is generalized for the Customers when creating a sales order, open orders,
orders already executed; the configuration maintained in
Vendor /Customer for Credit check will override the defaults if any set in the tab.
Disclaimer & Templates
General disclaimers are updated here to default printing in all the Sales order,
the excel templates for export of data or update of price, weight etc., can be updated through excel template.
Work Orders
The default configuration for processing of work orders for Toll & owner work order is maintained in the tab.
Process pricing maintained in the Vendor /Customer will override the pricing maintained in the tab.
choosing from the list of values or by enabling the check box against each of the parameters will be displayed in the screen.
or the values will be taken for functionality process.
Next Sales Order Number
The screen is used to create the new sequence of Sales Order numbers at the time of creating sales order.
Order Types
The order type functionality is based on the check box enabled,
in case of blanket orders, the weight is taken as a criterion irrespective of items supplied,
same is the case of As-Is wherein the material in whatever condition is supplied to the customer.
Part Numbers
Item Codes
The browse window lists the item codes created as Material Item types,
Service Items, Freight, and others, for easier identification and selection.
The item code number is manually entered (the attributes of the item ) for easier identification and selection like .5 x .5 sq means
(.5 mm x .5 mm square) aluminium piece, the nominal gage width length is entered, when the item code is chosen,
the details are populated in the SO or at the time of invoicing.
Projection Numbers
Ship- to Information
Loading Instructions
The browse window displays all the Loading instructions specific for a customer or
general instructions to be followed at the time of shipment of material.
Machine ID
Admin-Processing-Other topics Machine ID
Operators
Admin-Processing-Other topics Operators
Part Diagrams
The browse window lists the part diagram which forms part of a much larger part.
The part diagram is updated which is identified with the associate part numbers with the machine id.
Part Profiles
Surcharge Matrix
Customer Pricing Matrix
Update Customer SO Defaults
The window provides a facility to update multiple SO of a customer few fields, like Freight type,
Price in Effect. Salesperson, customer service representative and terms and conditions as a batch process.
Batch Update Price
The screen is available to update the price of multiple Sales orders as a batch.
Batch Update Part Stock Qty
The screen is available to update the stock quantity of inventory.
Rebuild Weights
Rebuild Dollars
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