You define price proposals that are sent to the customers, discounts to apply in sales exceeding specified quantity, payment terms according to which price proposal will be valid and delivery time for each material and service in material and service lines.
Making these definitions beforehand helps to select the existing prices in material and service sales easily and applying them to the transaction automatically; hence it minimizes the margin of error and increases data security.
Material and Service Sales Prices are saved in Sales Management module > Services browser > Attached Records menu and in Material Management module > Materials and Material Classes browsers > Attached Records menu.
Material and Service Sales Prices are also saved with Sales Prices option in Sales Management module > Definitions menu.
You can define a new sales price record or modify the existing definitions by using the options in Sales Prices browser, Info menu and right-click menu options.
| New | Used to record material/service sales prices. |
| Update | Used to modify price information. |
| Delete | Used to delete price records one by one or in batches. |
| View | Used to view price definitions. |
| Copy | Used to copy price definition information. |
| Info | |
|---|---|---|
Record Information | Displays the time and the user of the first registry and the last modification of the price record. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the sales prices browser. | |
Preferences | ||
Line Colouring | Used to colour the lines of sales price browser according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save sales price browser settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Displays sales price records with total numbers. | |
Reporting | ||
List Report | Used to report the records of sales price browser collectively. | |
Grouped List Report | Used to list the sales price records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in sales price browser. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in browser. | |
Table Characteristics | Used to record the columns to be displayed on the sales prices and their order. |
