Inputs - Priceoffers.
Priceoffers are intended to input, correct and view priceoffer to other
customers using supplier database and to print and export reports related to
data.
Usable fields:
- Document No. - Document number (selection window) and version.
- Date - Document date.
- Execution date - Document execution date.
- Good through - Document valid until date.
- Currency - Currency code (selection window).
- Currency rate - Currency rate.
- Client - Customer name.
- Address - Customer address.
- Object - Object code and indication.
- Getter - Document receiver name.
- Delivery terms - Document delivery terms.
- Delivery time - Document delivery time.
- Payment terms - Document payment terms.
- Table - To input and view data.
- By code - To view/input material by code.
- By bar code - To view/input material by bar code.
- Sum without V.A.T. - Document sum without value-added tax.
- V.A.T. % - Document value-added tax percent.
- V.A.T. - Document value-added tax sum.
- Total - Document total sum.
- Required prepayment - Document required prepayment sum.
- Sum in currency - Document sum in currency.
- Sales profit - Document sales profit sum.
- Info - Document information.
- Creator - Document creator.
- Priceoffer to order button - To change priceoffer to order.
Fields in table:
- Main group - Material main group code (selection window).
- Group - Material subgroup code (selection window).
- Extra group - Material additional group code (selection
window).
- Code - Material code (material selection window).
- Position - Material position.
- Bar code - Material bar code.
- Description - Material description.
- Measure - Material measure unit.
- Base price - Material base price.
- Zero price - Material zero price.
- Discount - Customer discount percent.
- Sale price - Material sale price.
- Quantity - Material quantity.
- Amount - Material sum without value-added tax.
- V.A.T. % - Material value-added tax percent.
- V.A.T. - Material value-added tax sum.
- Total - Material total sum.
- Sales profit - Material sales profit.
- Profit % - Material profit percent.
Usage
To add new document:
- In case some document is already opened:
- Click from top button bar 'Prepare new document' button (location -
third from the right; picture - blank page).
- Fields on window are cleared and can proceed to adding new document.
- Fill necessary fields and after adding first table row, new document
is created.
- If necessary, continue editing document.
To edit document:
- Select document from document number selection, what you want to edit.
- After loading document, make sure it is the right document.
- When you are sure that it is the right document, click from top button
bar 'Edit active document' button (location - second from the right;
picture - page with small cross at upper right corner). In case this
button is not active, then this document is not editable.
- After clicking 'Edit...' button, fields will go into writing mode and
you can input data.
- Make necessary changes.
To delete document:
- Select document from document number selection, what you want to
delete.
- After loading document, make sure it is the right document.
- When you are sure that it is the right document, click from top button
bar 'Delete active document' button (location - first from the right;
picture - withdrawn page with red lines). In case this button is not
active, then this document is not editable.
- After clicking 'Delete...' button, appears window, which asks
confirmation to delete document. To delete document click button 'Yes', to
cancel document delete click button 'No'.
To change priceoffer to order:
- Select document from document number selection, what you want to edit.
- After loading document, make sure it is the right document.
- When you are sure that it is the right document, click from top button
bar 'Edit active document' button (location - second from the right;
picture - page with small cross at upper right corner). In case this
button is not active, then this priceoffer is already changed to order.
- After clicking 'Edit...' button, fields will go into writing mode.
- Click 'Priceoffer to order' button. In case this button is inactive,
then user does not have relative permissions.
- After clicking 'Priceoffer...' button, appears window, which asks
confirmation to change priceoffer to order. To change priceoffer to order
click button 'Yes', to cancel click button 'No'. After changing priceoffer
to order, document is no longer editable!!!
To save document:
- Close input window or...
- Click 'Prepare new document' button from upper button bar or...
- Select document from document number selection.
To input table row (also look table usage):
- Enter or select material main group.
- Enter or select material subgroup.
- Enter or select material additional group.
- Enter or select material code.
- Enter material description.
- Enter material measure unit.
- Enter material base price.
- Enter customer discount percent.
- Enter material sale price.
- Enter material quantity.
- Enter material value-added tax percent.
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