Difference between revisions of "How do I order a unit for a customer?"
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== More Information == | == More Information == | ||
Please ensure you have [[How do I configure unit purchase order processing?|configured]] your system for unit purchase order processing. {{DataPrompt|Automatic purchase ordering}} must be enabled to allow the unit sales order process to interact with your stock and unit purchase orders. | Please ensure you have [[How do I configure unit purchase order processing?|configured]] your system for unit purchase order processing. {{DataPrompt|Automatic purchase ordering}} must be enabled to allow the unit sales order process to interact with your stock and unit purchase orders. | ||
| + | |||
| + | Go to {{Menu|{{VS}}|Unit Sales Documents}}. | ||
| + | * Click {{Button|Add}} then click {{Button|Order}}. | ||
| + | * Enter the {{DataPrompt|Customer}} account code, or [[How do I find a customer?|search]] for the customer. You may create a new customer record via the [[How do I find a customer?|search]] screen. | ||
| + | * Enter the customer {{DataPrompt|Date of birth}} if required. | ||
| + | * The {{DataPrompt|Salesperson}} will default to the employee creating the order. Amend this if necessary. | ||
| + | * Enter the agreed {{DataPrompt|Delivery date}}. | ||
| + | |||
| + | {{Tip|text=If you have the {{PP}} module you may enable the [[Handing over a unit|handover]] diary link. If so an additional {{Tab|Handover}} tab will be part of the order process in place of the {{DataPrompt|Delivery date}} field.}} | ||
| + | |||
| + | * If your customer provides an order number this can be entered in the {{DataPrompt|Reference}} field. | ||
| + | |||
| + | === Sale Unit === | ||
| + | * Leave the {{DataPrompt|Unit no.}} field blank and enter an existing model. Alternatively press {{KeyPress|C-F1}} to search for a model or use the {{Button|Add}} button with the search to create a new [[Creating unit models|model]] record. | ||
| + | ** Complete the unit details, ensuring the {{DataPrompt|New?}} flag is correct and the {{DataPrompt|VAT Qualify?}} and {{DataPrompt|Commercial?}} flags are also correct (these fields will each influence how VAT is calculated on the unit). | ||
| + | * Complete your order following [[Selling a unit|this]] article then {{Button|Print}} and {{Button|Accept}} the order. | ||
| + | ** If applicable the {{Tab|Matching units in stock}} screen will list units of the model specified on the order. If the unit to allocate to the order is listed select it then click {{Button|Choose}} else click {{Button|Skip}} | ||
| + | |||
| + | * You | ||
Revision as of 20:52, 19 May 2021
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how the system can, at the point of creating a sales order, prompt you to select either a stock unit or unit already on purchase order to allocate to the sales order or to create a purchase order for the required unit.
More Information
Please ensure you have configured your system for unit purchase order processing. "Automatic purchase ordering" must be enabled to allow the unit sales order process to interact with your stock and unit purchase orders.
Go to " Unit Sales Unit Sales Documents".
- Click [Add] then click [Order].
- Enter the "Customer" account code, or search for the customer. You may create a new customer record via the search screen.
- Enter the customer "Date of birth" if required.
- The "Salesperson" will default to the employee creating the order. Amend this if necessary.
- Enter the agreed "Delivery date".
 | If you have the Personnel Planning module you may enable the handover diary link. If so an additional [Handover] tab will be part of the order process in place of the "Delivery date" field. |
- If your customer provides an order number this can be entered in the "Reference" field.
Sale Unit
- Leave the "Unit no." field blank and enter an existing model. Alternatively press <Ctrl+F1> to search for a model or use the [Add] button with the search to create a new model record.
- Complete the unit details, ensuring the "New?" flag is correct and the "VAT Qualify?" and "Commercial?" flags are also correct (these fields will each influence how VAT is calculated on the unit).
- Complete your order following this article then [Print] and [Accept] the order.
- If applicable the [Matching units in stock] screen will list units of the model specified on the order. If the unit to allocate to the order is listed select it then click [Choose] else click [Skip]
- You
