Articles for sale
Description
The sales item 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 orders.
Functionality
Specification numbers for sales items
The sales article role of a variant part describes the article in its various variants from a sales perspective. The article is specified here by defining the attributes when it is used, for example in the order item. However, if standard variants are also sold, they 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 specification or specification number.
If a sales item, which has predefined specifications, is inserted, for example in an order, you can still go via the sales item number and individually define the attributes in the item. However, the specifications also make it possible to search for and insert the item via the specification number in the sales item selection mask. The advantage of this is that the attribute value hidden behind the specification is automatically transferred to the item.
The specification number table can be generated automatically from the price table or the table of subparts. If the route via the subparts list is chosen, the number of the subparts is also immediately adopted as the number of the specification. (However, the numbers of the specification are of course freely selectable).
Input window
This window is used for maintaining sales articles. 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 menu item "Search".
By confirming with 'OK', the system automatically creates and links a parts master for the new article. The number of the parts master record is the name of the sales article, which you can change later if necessary. Now enter all relevant data for the sales article one after the other in the 'Article' card.
You can then add various details to the sales item on the cards Additional data and Customer prices.
Additional data can also be used here to assign and maintain characteristics.
| Menu item | Description |
|---|---|
| Edit | - |
| Part | opens part of the sales item roll in the part master input window |
| : Specific search terms | - |
| : : General | Newly created search terms are generally valid |
| : : Roller-bound | Newly created search terms are role-bound |
| : Search terms | - |
| : : Insert | Insert search term |
| : : Remove | Remove search term |
| Description | The description of the sales article can either be entered as plain text or can refer to a Word file |
| : Client | - |
| : : Edit customer | selected customer is opened in the customer input window |
| : : Customer prices | - |
| : : : Insert | Insert new customer |
| : : : Remove | Remove customers |
| : : 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 |
| : : : Detailing: sales price | Opens the price editing window |
| : : : Detail processing: sales price + costs | Opens the price - cost editing window |
| : Article specifications | - |
| : : Edit | Opens the specification number editing window. |
| : : 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 subparts list) | Generates the specifications from the subparts 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 subpart. |
| - | |
| : : : With OLE in the foreground | |
| : : : With OLE in the background | |
| Close | Close window |
| Price history | Show price history |
| Search | Call up list window |
| Symbol | Description |
|---|---|
 | Create new sales item |
 | Save changes |
 | Delete sales item |
 | Print, fax, email... |
 | Print window |
 | Part master Call up theinput window of the sales article roll |
 | Parts lists Call upinput window of the sales item |
 | Work plan Call upinput window of the sales item |
 | Display stock movements of the sales article |
 | Show stock level of the sales article |
 | Show dispo movements of the sales article |
 | Show logistics account of the sales article |
 | Show parts usage |
  | Create/edit notes |
 | Operations of the sales item |
 | Set validity |
 | Open first document |
| Field | Description |
|---|---|
| Article | |
| : number * | ID of the sales item. This is a mandatory field! |
| : Specification | see here |
| : Status | Shows the machining status of the part |
| : Editor | To specify a processor for the sales article |
| Goods no. | Displays the customs tariff number of the part |
| : Search terms | Display and maintenance of general and role-bound search terms |
| : short term * | Short term of the sales item. This is a mandatory field! |
| Description | Descriptive text which is transferred to the quotations/orders. |
| Type | Which type is the sales item assigned to |
| : Article group * | To which sales statistics is the sales item assigned. This is a mandatory field! (It is not a mandatory field, if either no order term "article group" was created or if it has no subnodes) |
| Part * | Shows 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 determination, e.g. if there are sales items on which no discount is to be granted or the sales item is not suitable for packaging, the calculation can be switched off by removing a check mark in front of the respective points. (see here) |
| : : discountable | |
| : : : freightable | |
| : : : flat rate LP adaptable | |
| : Sales data | - |
| : : Packaging unit | Standard unit for specifying the delivery quantity in quotations, orders and invoices |
| : : 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 classification term "DISCOUNT_GROUP". Possible discounts are displayed under individual sales price in the list customer-article-group discounts and can be created there. If several discount groups should be assigned, please check that they do not contradict each other! |
| : : VAT | Definition of the VAT rate to be used in the calculation of the VAT for this part. |
| : : Delivery time | Standard delivery time |
| Additional data | |
| : Features | Additional data is used to maintain the characteristics (attributes) of the sales item, which later appear in the offer and order items. See Editing Attributes in Master and Transaction Data. Via the button The restriction table can be maintained via the "Restriction" button. Here the combinations of attribute values are stored, which either should not be sold or are impossible. Please note that the impossible combinations of attribute values should be stored in the restriction table of the attribute bar. |
| : Conditions | Discounts/surcharges, freight and packaging conditions can be stored here. These conditions differ from the discounts/surcharges defined in the price in that they are not calculated as per-units. The conditions are only transferred to the offer/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 | |
| Use | |
| : : Only in sales sets | Parts with this option can only be included in offers and orders under a sales set. |
| Hourly sales price | |
| : Standard sales price | |
| : : Group element | All elements of this group serve to maintain the sales price. This sales price is used in quotations and orders, unless an individual price has been over-defined via a customer agreement or other agreements. |
| : : Calculation scheme | This field can be used to store a calculation scheme for the price. With the button  the price list prices, which result from the calculation scheme for the different price list groups, can be displayed. |
| : 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 role. However, the scheme of this complex cost calculation (base price + options - discounts) does not have to be defined synchronously with the sales pricing. And the standard costs of the part do not necessarily have to be the basis of the sales price calculation. For these reasons, it is also possible to link the cost/cost price to the sales role, for example, to be able to maintain costs and prices synchronously. In this way the target 2 costs can be defined independently of the procurement roles. The following button is used to maintain the costs: |
| : Condition calculation | |
| : : packable | These identifiers are taken over when the article is transferred to the offer or order item as a default setting of the tab calculation. |
| : : : freightable | |
| : : discountable | |
| : : : flat rate LP Adaptable | |
| : Standard conditions | |
| : : Condition list | In this list, both price conditions and other conditions - such as text conditions, warranties, delivery times etc. - can be entered. - can be inserted. However, the price conditions are only transferred to the order/offer item if the standard price is also used. The remaining conditions will be adopted in any case. |
| Individual sales price | |
| : Customer agreements (customer prices) | This list shows price agreements with the customer. To create a new price agreement press "Insert". The customer selection screen will then open and after selecting a customer the price agreement window will open. In this window the price can be entered and an own number for the sales item at the customer can be entered. (see sales pricing) |
| : : Display mode | - |
| : : : Only customer specific data | Only customer-specific data is displayed |
| : : : All motion monitors | If the display mode is set to "All motion monitors", all transaction 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 contracts | The sales item can belong to an item group. This article group is relevant for pricing, because article group discounts, which were agreed with a customer, or customer article group discounts, which apply with a customer group, can be attached to it. (see sales pricing) |
| : Customer article group discounts | Customer item group discounts are automatically assigned to the sales item if such an agreement has been made for the item group assigned to the item. All defined customer item group discounts can be displayed by clicking the Search button. (see sales pricing or customer article group discounts) |
| Documents | |
| : Structure tree | Using the structure tree on the left side, subfolders or subnodes(  ) can be generated. Associations (document references, parts, partial roles, partner functions, etc.) can be moved within the structure by drag & drop and thus structured. In addition, you can navigate through the structure tree to display the associations of the folder in the right-hand list. (Currently, only document references can be structured). |
| : List | The list of document references is on the right-hand side. The local document references are marked with the box symbol (  ) and the global ones with the document reference icon (  ) are shown. In addition, global document references can also be inserted as conditional tables. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. The type and the file name are also displayed. link: Description of the buttons for maintaining the assignments to the document references |
| Description of structure node | For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field. |
certain characteristics of the sales item characteristics can be defined as item variant grids. If a
| button | Description | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hourly sales price | |||||||||||||||||||||||
| : Standard sales price | |||||||||||||||||||||||
 | The price can be maintained via the context menu of this button.
| ||||||||||||||||||||||
| : Cost price | |||||||||||||||||||||||
| Via the context menu of this button the costs/cost price can be maintained.
| ||||||||||||||||||||||
| 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 are 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
Serves to list the articles for sale.
| Menu item | Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Edit | - | |||||||||
| : Change role | ||||||||||
| : : Spare parts | Change sales part role to a spare part role, a prefix for the part number can be specified. The prefix is normally simply placed before 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 subrole to a service | |||||||||
| : Copy roll | ||||||||||
| : : As a sales part | Create a copy of the sales part roll. A prefix for the part number can be specified. see | |||||||||
| : : As spare parts | Create a copy of the sales parts roll as a spare parts roll. A prefix for the part number can be specified. see | |||||||||
| : : Services | Change sales subrole to a service | |||||||||
| - | ||||||||||
| : : : With OLE in the foreground | ||||||||||
| : : : With OLE in the background | ||||||||||
| Close | Close window | |||||||||
| Options | Call up the option window |
| Symbol | 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 material characteristics. This searches the attributes of the roll and part, with the attribute settings of the roll predominant if they are different |
 | Search for objects that do not contain any of the characteristics to be specified (regardless of the value set) |
 | Empty list and delete search terms |
| Part master Call up theinput window of the sales article roll |
| Show logistics account of the sales article |
| Parts lists Call upinput window of the sales item |
| Work plan Call upinput window of the sales item |
| Show stock level of the sales article |
| Create/edit notes |
| Display operations |
| Set validity |
 | Copy all parts to the clipboard |
| Field | Description |
|---|---|
| Number | Search by number |
| Search Keyword | Search by keyword |
| Part | Indicate the part to which the article for sale 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 article is searched for via the customer, all loan articles 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 article is to be searched is known, this should be selected in the corresponding search field beforehand to further narrow down the search result. |
| button | Description |
|---|---|
| Edit | The current sales item is displayed in the input window. |
| New | An empty input window opens. |
| 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 | Description |
|---|---|
| Options | Call up the option window |
| Field | Description |
|---|---|
| Number | Search by number |
| Search Keyword | Search by keyword |
| Part | Indicate the part to which the article for sale 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 article is searched for via the customer, all loan articles 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 article is to be searched is known, this should be selected in the corresponding search field beforehand to further narrow down the search result. |
| button | Description |
|---|---|
| OK | The selected sales item is transferred. |
| Close | The selection is cancelled. |
Option window
All settings for the search can be made here. The window can only be closed with the "OK" button.
Once set, options can be saved as the default option for the logged in user. For this purpose, there is a context menu item on the "Preferences" tab in the "User Preferences" list which can be used to save the current options.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description |
|---|---|
| Search options | - |
| : Immediate take over in case of a hit | If only one sales item is found during a search, it will be opened in the input window |
| Clear the list before starting a new search | The list is cleared 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 item are taken into account |
| Validity | Validity |
| Number of objects | Determines the maximum number of objects in the list that can be displayed during a search |
| Presets | |
| : Global presets | Global presets can be saved for the client and account. These are displayed here as well as the current default options that each module has. To create a global preset, a user preset must first be saved. With a right click on this user setting and selection of the context menu item "Edit user-defined setting" an editing window for this setting is opened, where the assignment of the employee / user to a client or a cost centre can be changed. (Button "Level") |
| : User Presets | Each user can save any number of presets. It is only important to 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 presettings are saved for all sales reels at the same time! So if you change the setting for spare parts, the setting for sales sets is changed as well! |
| button | Description |
|---|---|
| OK | The settings are saved and the window is closed. |
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