Sales - Master data
Master data
As usual, the master data of the sales department consists of a customer master and an article master.
In ClassiX® the customer base is accessed via the 'Customer' icon. This opens the search mask of the customer base from which you can select existing customers or create new customers by clicking on 'New'.
The article master consists of the sales types, sales articles, spare parts and service articles. This makes it possible to transparently display even products that are manufactured in many variants.
Sales set
Sales types can, for example, be end products that are made up of several assemblies.
Conditional individual parts in sets
Conditional individual parts can be included in sets. Characteristics can be assigned to these conditional individual parts, which later appear in the offer or order items. If no characteristics were entered for these conditional individual parts, the quotation or order item automatically takes the characteristics of the selected individual part from the parts master.
Characteristics of the lower parts
When sub-parts are added to sets, all characteristics of the selected part are copied from the part master into the characteristics of the new sub-position of the set. These can now be set as desired and are then valid for all quotation/order items created from this set, if the characteristics have not been explicitly defined and thus overwritten.
Calculation and quantity calculation for main and sub-items
There are five types (Types) of how subitems are assembled with the main item (see the "Type" field displayed on the first tab "Offer/Order item" if a main item has been loaded); this defines the pricing rules and quantity calculation.
Description: (see order item)
Please refer to the module documentation for detailed information on use.
Articles for sale
Sales articles are, for example, individual assemblies that make up the final product.
Please refer to the module documentation for detailed information on use.
spare parts
Spare parts can, for example, be the parts that make up the individual assemblies. You can create these parts via the menu item 'Products' - 'Sales' - 'Spare parts'.
Please refer to the module documentation for detailed information on use.
Terms and conditions
Fixed terms and conditions can be easily integrated into offers and orders or can be linked to the customer base by including them in the terms and conditions of individual customers.
Using the menu bar and the item 'Basic data - Terms and conditions - Sales', new terms and conditions can be created or edited for the items specified there.
Terms of payment
In ClassiX® payment terms can belong to both purchase and sale.
Please refer to the module documentation for detailed information on use.
Part payments
In addition to the usual payment conditions, such as 14 days 2% discount / 30 days net, it is possible to create partial payment conditions in the system.
Please refer to the module documentation for detailed information on use.
Discounts
With this module you can define discount rates and then apply them to quotations or orders.
Please refer to the module documentation for detailed information on use.
Packaging
With this module you can define surcharges for packaging and then transfer them into quotations or orders.
Please refer to the module documentation for detailed information on use.
Freight
With this module you can define different texts for freight charges in order to subsequently transfer them into offers or orders.
Please refer to the module documentation for detailed information on use.
Pricing
With this 'module' you can, for example, define recurring types of price setting in order to subsequently transfer them into offers or orders.
Please refer to the module documentation for detailed information on use.
Shipping method
With this module, you can define different types of dispatch in order to subsequently transfer them into offers or orders.
Please refer to the module documentation for detailed information on use.
Warranty
With this module, you can define various warranty texts, which can then be incorporated into quotations or orders.
Please refer to the module documentation for detailed information on use.
delivery time
With this module you can define different texts for delivery times, in order to subsequently transfer them into quotations or orders.
Please refer to the module documentation for detailed information on use.
Binding period
With this module you can define different texts for binding periods in order to subsequently transfer them into offers or orders.
Please refer to the module documentation for detailed information on use.
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