Articles for sale
Technical description
The sales article is a role of the part that holds sales-specific information, such as the sales price or the price agreements with customers. The sales item also has its own description, which is used for printing quotations and sales orders.
Functionality
Specification numbers for sales items
The sales item role of a variant part describes the item in its different variants from a sales perspective. The item is specified by specifying the attributes when it is used, for example in the order item. However, if standard variants are also sold, these can be assigned their own number without having to create the variant part in sub-parts with their own sales roles. This number is called a specification or specification number.
If a sales item with predefined specifications is added to a sales order, for example, you can still use the sales item number and specify the attributes in the item individually. However, the specifications also make it possible to search for and insert the item via the specification number in the sales item selection screen. The advantage here is that the attribute value behind the specification is automatically transferred to the item.
The specification number table can be generated automatically using the price table or the table of sub-parts. If the route via the sub-parts list is selected, the number of the sub-part is also immediately adopted as the specification number. (The specification numbers are of course freely selectable).
Input window
This window is used to maintain sales items. You can select a sales item by entering the desired number in the Number field and confirming with RETURN. If you want to call up the list window, you can select the "Search" menu item.
By confirming with 'OK', the system automatically creates and links a parts master for the new item. The part master is given the name of the sales item as the number, which you can change later if necessary. Now enter all the relevant data for the sales item one after the other in the 'Item' card.
You can then add various details to the sales item on the Additional data and Customer prices cards.
Additional data can also be used here to assign and maintain product characteristics.
| Menu item | Menu description |
|---|---|
| Edit | - |
| : Part | Opens part of the sales article role in the part master input window |
| : Specific search terms | - |
| : : General | Newly created search terms are generally valid |
| : : Role bound | Newly created search terms are role-bound |
| : Search terms | - |
| : : Insert | Insert search term |
| : : Remove | Remove search term |
| Description | The description of the sales item can either be entered as simple text or refer to a Word file |
| : Customer | - |
| : : Edit customer | Selected customer is opened in the customer input window |
| : : Customer prices | - |
| : : : Insert | Insert new customer |
| : : : Remove | Remove customer |
| : : Display documents | |
| : Price | - |
| : : Create new price (old price in history) | Opens the window for creating a new price. |
| : : Edit price (old price NOT in history) | Enables the editing fields of the price |
| : : Detail editing: Sales price | Opens the price editing window |
| : : Detail editing: Sales price + costs | Opens the price - cost editing window |
| : Article specifications | - |
| : : Edit | Calls up the editing window for the specification numbers. |
| : : Generate (using the price table) | Generates the specifications based on the price table. (After generation, each specification must be assigned a number) |
| : : Generate (using the sub-part list) | Generates the specifications based on the sub-part list. This function can therefore only be called up if the sales role is also assigned to a variant part. The generated specification is assigned the number of the corresponding sub-part. |
| - | |
| : : With OLE in the foreground | |
| : : With OLE in the background | |
| : Close | Close window |
| Price history | Show price history |
| Search | Call up list window |
| Icon | Toolbar description |
|---|---|
 | Create new sales item |
 | Save changes |
 | Delete sales item |
 | Print, fax, email... |
 | Print window |
 | Call up part master input window of the sales item role |
 | Call up parts list input window of the sales item |
 | Call up the routing input window of the sales item |
 | Display stock movements of the sales item |
 | Show stock of the sales item |
 | Show disposition movements of the sales item |
 | Show logistics account of the sales item |
 | Show part usage |
  | Create/edit notes |
 | Processes of the sales article |
 | Set validity |
 | Open first document |
| Field | Field description |
|---|---|
| Article | |
| Number * | ID of the sales item. This is a mandatory field! |
| : Specification | see here |
| : Status | Displays the processing status of the part |
| : Processor | To specify a processor for the sales item |
| : Merchandise no. | Displays the customs tariff number of the part |
| : Search terms | Display and maintenance of general and role-based search terms |
| : Short term * | Short term of the sales item. This is a mandatory field! |
| Description | Descriptive text which is transferred to the offers/sales orders. |
| Type | What type is the sales item assigned to |
| : Article group * | To which sales statistic is the sales item assigned. This is a mandatory field! (It is not a mandatory field if either no organisational term "article group" has been created or it has no sub-nodes) |
| Part * | Displays the part to which the sales item is assigned. Right-click on the box to open the part in the part master input window. This is a mandatory field! |
| Condition calculation | |
| : : packable | In order to be able to vary the price calculation, e.g. if there are sales items on which no discount is to be granted or the sales item is not packable, you can switch off the calculation by removing a tick in front of the respective points. (see here) |
| : : discountable | |
| : : carriage paid | |
| : : flat rate LP customisable | |
| : sales data | - |
| : : Packaging unit | Standard unit for specifying the delivery quantity in quotation, sales order and invoice |
| : : Sales price | Display of the current sales price for the part. If a price table is stored for the part, only the text "PRICE TABLE" appears here |
| : : Discount group | Assignment of the role to one or more discount groups. These discount groups are managed with the organisational term "DISCOUNT_GROUP". Possible discounts are displayed under individual sales price in the list customer-article-group discounts and can also be created there. If several discount groups are assigned, check that they do not contradict each other! |
| : : VAT | Definition of the VAT rate to be used when calculating the VAT for this part. |
| : : Delivery time | Standard delivery time |
| Additional data | |
| Features | Additional data is used to maintain the attributes of the sales item, which then appear later in the quotation and order items. See Editing attributes in master and transaction data. Via the button The "Restriction" button can be used to maintain the restriction table. The combinations of attribute values that should either not be sold or are impossible are stored here. Please note that the impossible combinations of attribute values should be stored in the restriction table of the attribute bar. |
| Conditions | Here you can store discounts/surcharges, freight and packaging conditions. These conditions differ from the discounts/surcharges defined in the price in that they are not calculated per unit. The conditions are only transferred to the quotation/order items if the price of the sales item is also drawn. If the price of an item comes from the customer agreement or a group price, these conditions are not taken into account. Instead, the conditions of the agreement are used. |
| Cost centre | |
| : cost unit | |
| : Utilisation | |
| : : Only in sales sets | Parts with this option can only be inserted in quotations and sales orders under a sales set. |
| Std. sales price | |
| Standard sales price | |
| : : Group element | All elements in this group are used to maintain the sales price. This sales price is transferred to quotations and sales orders, unless an individual price has been over-defined via a customer agreement or other agreements. |
| : : Calculation schema | This field can be used to define a calculation schema for the price. Via the button  button can be used to display the price list prices resulting from the calculation schema for the various price list groups. |
| Cost price | |
| : : Group element | As a rule, the cost price (target 2 costs) of the order item is determined from the order item or production roll. However, the schema of this complex cost calculation (base price + options - discounts) does not have to be defined synchronously with sales pricing. And the standard costs of the part do not necessarily have to be the basis of the sales price calculation either. For these reasons, it is also possible to link the costs/cost price to the sales role in order to be able to maintain costs and prices synchronously, for example. In this way, the target2 costs can be defined independently of the procurement roles. The following button is used to maintain costs: |
| Condition calculation | |
| : : packable | These identifiers are adopted as the default setting for the costing tab when the item is transferred to the quotation or order item. |
| : : freight-carrying | |
| : : discountable | |
| : : flat rate LP Customisable | |
| : standard conditions | |
| : : Condition list | Both price conditions and other conditions - such as text conditions, warranties, delivery times, etc. - can be added to this list. - can be inserted. However, the price conditions are only transferred to the sales order/quotation item if the standard price is also drawn. The remaining conditions are always transferred. |
| Individual sales price | |
| Customer agreements (customer prices) | Price agreements with the customer are displayed in this list. To create a new price agreement, click on "Insert". The customer selection screen then opens and once a customer has been selected, the window for the price agreement opens. The price can be entered in this window and a separate number for the sales item can be entered for the customer. (see sales pricing) |
| : : Display mode | - |
| : : : Customised data only | Only customised data is displayed |
| : : : All motion monitors | If the display mode is set to "All movement monitors", all movement data for this sales item is displayed in the list. If this display mode is activated, no price agreements can be edited. |
| Group prices / framework agreements | The sales item can belong to an item group. This article group is relevant for pricing, as article group discounts that have been agreed with a customer or customer-article group discounts that apply to a customer group can be attached to it. (see sales pricing) |
| Customer-article group discounts | Customer article group discounts are automatically assigned to the sales article if such an agreement has been made for the article group assigned to the article. All defined customer article group discounts can be displayed using the Search button. (see Sales pricing or Customer article group discounts) |
| Documents | |
| Structure tree | Using the structure tree on the left-hand side, subfolders or subnodes ( ) can be created. Associations (document references, parts, part roles, partner roles, etc.) can be moved within the structure using drag & drop and thus structured. You can also navigate through the structure tree to display the associations of the folder in the list on the right.(It is currently only possible to structure document references) |
| List | The list of document references is located on the right-hand side. The local document references are marked with the little house symbol ( ) and the global one with the document reference symbol ( ) are displayed. Global document references can also be inserted as a conditional table. The description of the document reference is displayed next to the type of the associated documents. This can either be the short title in the operating language or the description text. The type and file name are also displayed.The "Control" column can be used to specify when the document is printed or delivered or displayed by e-mail. Link: Description of the buttons for maintaining the assignments to the document references |
| Designation of structure node | A different description can be entered here for the folder defined in the structure tree (structure node) and saved using the save button to the right of the field. |
button, certain characteristics of the sales item characteristics can be defined as item variant grids. If an
| Button | Button description | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Std. selling price | |||||||||||||||||||||||
| Standard selling price | |||||||||||||||||||||||
 | The price can be maintained via the context menu of this button.
| ||||||||||||||||||||||
| : Cost price | |||||||||||||||||||||||
| The costs/cost price can be maintained via the context menu of this button.
| ||||||||||||||||||||||
| Documents | |||||||||||||||||||||||
| Open | Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started. | ||||||||||||||||||||||
| Insert | When inserting, you can choose between local document references and global document references.
| ||||||||||||||||||||||
| Edit | The document reference can be edited in its editing mask. | ||||||||||||||||||||||
| Remove | If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted. | ||||||||||||||||||||||
| Status bar | |||||||||||||||||||||||
| OK | Changes to the sales item are saved. If no changes have been made, the button is locked. | ||||||||||||||||||||||
| New | The input window is cleared. | ||||||||||||||||||||||
| Delete | The displayed sales item is deleted. | ||||||||||||||||||||||
| Close | The window is closed without saving changes. If you want to save the changes, you must press the "OK" button. | ||||||||||||||||||||||
List window
Used to list the sales items.
| Menu item | Menu description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Edit | - | |||||||||
| Change role | ||||||||||
| : : Spare parts | Change sales part reel to a spare part reel, a prefix for the part number can be specified. The prefix is normally simply placed in front of the existing number, but if a "-" is defined as the first character of the prefix, the first characters of the part number are simply replaced. Example
| |||||||||
| : : Services | Change sales part role to a service | |||||||||
| : Copy role | ||||||||||
| : : As sales part | Create a copy of the sales part role. A prefix for the part number can be specified. see | |||||||||
| : : As spare parts | Create a copy of the sales part reel as a spare part reel. A prefix for the part number can be specified. see | |||||||||
| : : Services | Change sales part reel to a service | |||||||||
| - | ||||||||||
| : : With OLE in the foreground | ||||||||||
| : : With OLE in the background | ||||||||||
| : Close | Close window | |||||||||
| Options | Call up options window |
| Icon | Toolbar description |
|---|---|
| Create new sales item |
| Selected sales item is opened in the input window |
| Delete sales item |
| Print, fax, email... |
| Print object list |
 | Search for attributes. The characteristics of the role and the part are searched, whereby the characteristic settings of the role take precedence if they are different |
 | Search for objects that do not contain any of the attributes to be specified (regardless of which value is set) |
 | Clear list and delete search terms |
| Call up part master input window of the sales item role |
| Display logistics account of the sales item |
| Call up parts list input window of the sales item |
| Call up the routing input window of the sales item |
| Display stock of the sales item |
| Create/edit notes |
| Display processes |
| Set validity |
 | Copy all parts to the clipboard |
| field | Field description |
|---|---|
| Number | Search by number |
| Search term | Search for search term |
| Part | Specify the part to which the sales item refers |
| Specification | Search by specification |
| Article group | Search by article group |
| Article type. | Search by article type |
| Part class | Search by part class |
| Customer | If an item is searched for via the customer, all returnable items for which a customer agreement has been made with the customer are displayed. |
| Own number | A sales item is searched for using the customer's own number. If the customer for whom the item is to be searched for is known, this should be selected in the corresponding search field beforehand in order to further restrict the search result. |
| Button | Button description |
|---|---|
| Edit | The current sales item is displayed in the input window. |
| New | An empty input window is opened. |
| Delete | The selected sales item is deleted. |
| Close | The window is closed. |
Selection window
This window is used to select a sales item.
| Menu item | Menu description |
|---|---|
| Options | Call up options window |
| field | Field description |
|---|---|
| Number | Search by number |
| Search term | Search for search term |
| Part | Specify the part to which the sales item refers |
| Specification | Search by specification |
| Article group | Search by article group |
| Article type. | Search by article type |
| Part class | Search by part class |
| Customer | If an item is searched for via the customer, all returnable items for which a customer agreement has been made with the customer are displayed. |
| Own number | A sales item is searched for using the customer's own number. If the customer for whom the item is to be searched for is known, this should be selected in the corresponding search field beforehand in order to further restrict the search result. |
| Button | Button description |
|---|---|
| OK BUTTON | The selected sales item is adopted. |
| Close | The selection is cancelled. |
Options window
All settings for the search can be made here. The window can only be closed using the "OK" button.
Once options have been set, they can be saved as default options for the logged-in user. For this purpose, there is a context menu entry on the "Preferences" tab in the "User preferences" list, which can be used to save the current options.
| Menu item | Menu description |
|---|---|
| Edit | - |
| : Set default settings | All changed settings are reset to default |
| Field | Field description |
|---|---|
| Search options | - |
| : Immediate transfer in case of a hit | If only one sales item is found during a search, it is opened in the input window |
| : Empty list before new search | The list is emptied before each new search |
| : General search | Use search terms from the sales item itself |
| : Advanced search | Search terms of the other roles of the sales article are taken into account |
| Validity | Validity |
| Number of objects | Determines the maximum number of objects displayed in the list during a search |
| Default settings | |
| Global presets | Global default settings can be saved for the client and the cost centre. These are displayed here, as are the current default options that each module has. To create a global default setting, a user default setting must first be saved. Right-clicking on this user setting and selecting the context menu item "Edit user-defined setting" opens an editing window for this setting, in which the assignment of the staff member/user to a client or cost centre can be changed. ("Level" button) |
| User default settings | Each user can save any number of default settings. Please note that if several settings are found, the first one found is used as the default setting. The name of the setting can be changed with a double-click. Attention: The default settings are saved for all sales roles at the same time! So if you change the setting for the spare parts, the setting for sales sets is also changed! |
| Button | Button description |
|---|---|
| OK BUTTON | The settings are saved and the window is closed. |
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