Sales set

Sales set

• Description
• Functionality
• Related topics
• Technical documentation

Description

A sales set is a sales item that consists of a bundle of other sales items. In its simplest form, it is just a designation for a combination of other articles. Although a sales set is a part roll, it is the only part roll that does not need to be related to a part. For example, if the combination of the sales articles - the sales set itself - is stocked, it must be assigned to a part (consisting of the combined parts). For example, a spare parts set would be a sales set consisting of different spare parts. If the spare part sets are pre-packed and stored in the warehouse, then the spare part set has its own part number.

The possible packaging (bag, sack, carton) of a sales set can be assigned to the part of the sales set as a parts list, accordingly the compilation of a set can be assigned to the part of the sales set as a routing.

A special form of the sales set is the assembly set, whose individual parts are directly processed as a parts list.

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

Five types (types) are distinguished as to how sub-items are assembled with the main item (see the field "Type", which is displayed on the first tab "Quotation/Order item" if a main item has been loaded); besides the definition of pricing rules and quantity calculation, the control of the business processes disposition, delivery and invoicing are determined according to the type.

Description: (see order item)

Functionality

• Input window
• List window
• Selection window
• Option window

Input window

This window is used to maintain the sales sets. You can select a sales set by entering the desired number in the Number field and confirming with RETURN. By selecting the menu item 'Search', the list window is opened.

In the card ' Articles' you now enter all relevant data for the sales set one after the other.

Please do not forget to save the data with 'OK'.

Menu

Menu item	Description
Edit	-
Part	opens part of the sales set in the parts master input window
: Single part	-
: : Insert	-
: : : Part	-
: : : : Sales item	Insert sales item
: : : : Spare part	Insert spare part
: : : : Special sales section	Insert special sales section
: : : : Sales set	Insert sales set
: : : : Subassembly set	Insert assembly set
: : : : Power unit	Insert power unit
: : : Parts list	Insert sales parts from a parts list. If a sales part is not created for all items, you will receive an error message and the parts will be listed. You can decide for yourself whether you only insert the existing sales parts or cancel the process. Conditional parts list items are read over.
: : : Conditional table	Create conditional table
: : Edit	Individual parts
: : Delete	Delete selected individual part from sales set
: : Validity of the item	Setting the validity for the selected items
: : : Editing assigned sales dividing roll	Call up the input window of the sales dividing roll assigned in the selected individual part
: : Parts list in copy buffer	Copies the items of the individual parts list of the sales set into the copy buffer
: 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	-
: : Text	Maintain description as simple text
: : Word	Maintain description as Word document
: Client	-
: : Edit customer	Open the input window of the selected customer.
: : Customer prices	-
: : : Insert	Insert new customer
: : : Remove	Remove customers
: : Display documents	Show vouchers
: 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
: Print	-
: : : With OLE in the foreground
: : : With OLE in the background
Close	Close window
Price history	Call up price history
Search	Call up list window

 

Toolbar

Symbol	Description
	Create new sales set
	Save changes
	The displayed sales set will be deleted without further enquiry
	Print, Fax, Email, ...
	Print window
	opens part of the sales set in the parts master input window
	opens the parts list of the sales set in the parts list input window
	opens the sales set's work plan in the work plan input window
	Display stock movements of the sales set
	Show stock of the sales set
	Display disposition movements of the sales set
	Display logistics account of the sales set
	Show parts usage
	Create/edit notes
	Processes of the sales set
	Set validity
	Open first document

 

Fields

Field	Description
Article
: number *	ID of the sales set. This is a mandatory field!
: Status	Shows the machining status of the part
: Editor	To specify an agent for the sales set
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 set. This is a mandatory field!
Description	Descriptive text which is transferred to the quotations/orders.
Species	Which type is the sales set assigned to
: Article group *	To which sales statistics is the sales set assigned. This is a mandatory field!
Part *	Shows the part to which the sales set is assigned. Right click on the box to open the part in the part master input mask. This is a mandatory field if "only single parts" was not selected for the type!
Type	see also Calculation and quantity calculation on main and sub-items   Type Designation Example GP Disposition GP Delivery GP Invoicing 1 Only main part, individual parts integrated (Single prices are ignored, single quantities are multiplied) (For separate price and cost calculation, see type 6) A complete workstation (PC) is offered for a fixed price (see type 3), regardless of how expensive the individual components are. If several workstations are sold, more individual components are also supplied. HP: yes (if part allocation) HP: yes HP: yes UP: yes UP: no UP: no 2 Only main part, loose individual parts (single prices are ignored, single quantities are not multiplied) A service (e.g. an analysis to be performed) is offered at a certain price per hour, but the individual services required for the analysis are independent of the total service price and quantity in terms of price and quantity. HP: yes HP: yes HP: yes UP: yes UP: no UP: no 3 Single parts only (price of the main part is calculated from individual prices, individual quantities are multiplied) A workstation (PC) is offered for a price depending on the individual parts (see type 1). If several workstations are sold, more individual components are also supplied. HP: yes (if part allocation) HP: no HP: no, list discounts are included in the invoice. HP: yes, list discounts are not included in the invoice. UP: yes UP: yes UP: yes UP: no 4 Main part plus integrated individual parts (individual prices are added to the main part price, individual quantities are multiplied) For a complete installation a lump sum (value of the main heading) is estimated to which the values of the individual installations (subheadings) are added. If the complete installation is carried out twice, both the cost of the lump sum and the individual costs are due twice, as the individual installations have also doubled. HP: yes HP: yes HP: yes UP: yes UP: yes UP: yes 5 Main part plus loose individual parts (individual prices are added to the main part price, individual quantities are not multiplied) An analysis has a certain all-inclusive price (value of the main item). However, the analysis also includes subitems such as an evaluation. If several analyses are carried out, the lump sum must be paid several times, but the evaluation must only be carried out once for all analyses together. HP: yes HP: yes HP: yes UP: yes UP: yes UP: yes 6 Only main part, costs only individual parts, individual parts integrated (individual prices are ignored, individual costs from subparts, individual quantities multiplied) (As type 1, but with separate cost calculation) This is the case when, for example, a sales set is to be sold at a fixed price, but the costs are to be based on the parts of the set actually sold. HP: yes (if part allocation) HP: yes HP: yes UP: yes UP: no UP: no 7 Only main part, loose individual parts (individual prices are ignored, individual costs from subparts, individual quantities not multiplied) This type behaves in the same way as type 2 in terms of price and quantity calculation. However, the costs result from the subitems This is the case when, for example, a sales set is to be sold at a fixed price, but the costs are to be based on the parts of the set actually sold. HP: yes HP: yes HP: yes UP: yes UP: no UP: no HP: Main item UP: subheading The set type is applied as the default setting of the type of the job item. It also controls how the prices and quantities are determined, e.g. whether prices of the subparts are ignored and only the price of the sales set is used, or vice versa.
: Condition description	In order to be able to vary the price calculation, e.g. if there are sales sets on which no discount is to be granted, or if the sales set cannot be packaged, the calculation can be switched off by removing a check mark in front of the respective points.
: 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 set, which later appear in the offer and order items.
: Cost centre
: Cost unit
Customers
: List	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 set at the customer can be entered.
: Display mode	-
: : Only customer specific data	Only customer-specific data is displayed
: : All motion monitors	When the display mode is set to "All motion monitors", all the transaction data for this sales set is displayed in the list. If this display mode is activated, no price agreements can be edited.
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. (At present 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.
Individual parts
: Show variants with	Option, if you want to have the parts listed in conditional tables printed
Show invalid ones too	Also show the invalid items of the sales set.
: List	The 'Individual parts' tab allows you to maintain the individual parts of the sales set. It is possible to insert individual parts (sales article, spare part, service unit) directly, or to specify the use of the sub parts via a conditional table to control. Various input windows are available for maintaining the individual parts of a sales set: In this window the individual parts are edited. The user is free to adjust the part as well as its quantity and characteristics. This window appears when a conditional table is selected as the item. In the area 'Variants' the different conditional part entries are created and managed. For a conditional entry, the quantity and its characteristics can be specified. When inserting a sales set in a quotation or order item, the (unconditional) individual parts are inserted as sub-items and only the first valid entry from the conditional individual part tables is inserted (menu item/icon in the quotation or order item for exploding the individual parts) Structure
Show selling set price	Indicates the sum of all (unconditional) parts of the list. The prices within conditional table are completely ignored. If a position cannot be calculated due to a unit error, "Unit error" is displayed as the value. The faulty parts are output in the log file! Depending on the type of the sales set, the total is given as the sum of the individual parts plus the sales price of the sales set itself.

 

Buttons

button	Description
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. Context menu Global document reference Select Using the selection mask of the document references, an existing global document reference can be selected from the master data and associated with the object. : Create A new global document reference is created and directly associated with the object. Conditional table An existing global document reference can be selected via the selection mask of the document references. This document reference is then the first entry of a conditional table, which is associated with the object. Local document reference File (storage in database) A file can be selected, which is created as a local document reference and associated with the object. The file is imported and saved in the database. : Email - Outlook import (storage in database) The e-mail marked in Outlook is created as a local document reference and associated with the object. The email is imported and saved in the database. : Email attachment - Outlook import (storage in database) The attachment of the e-mail marked in Outlook is created as a local document reference and associated with the object. The attachment is imported and saved in the database. : File (reference) A file can be selected. The path to this file is stored in the local document reference. The document is therefore not saved in the database, but the document reference refers to the original document. : Email - Outlook Import (storage in directory) When this function is called, the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query. A local document reference is then automatically generated which refers to the saved email. : Email attachment - Outlook Import (storage in directory) When this function is called, the file attachment of the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query, and the file name is preset based on the attachment. A local document reference is then automatically generated which refers to the saved file. If the marked email has several attachments, one of the attachments must be selected by a user query.
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 set are saved. If no changes have been made, the button is locked.
New	The input window is cleared.
Delete	The displayed sales set 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 sets.

Menu

Menu item	Description
Edit	-
: Print	-
: : : With OLE in the foreground
: : : With OLE in the background
Close	Close window
Options	Call up the option window

 

Toolbar

Symbol	Description
	Create new sales set
	Selected sales set is opened in the input window
	The selected sales set will be deleted without further enquiry
	Print, Fax, Email, ...
	Print window
	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
	opens object in the part master Input window
	Display logistics account of the sales set
	opens the parts list of the sales set in the parts list input window
	opens the sales set's work plan in the work plan input window
	Show stock of the sales set
	Create/edit notes
	Operations of the selected sales set
	Set validity
	Copy all parts to the clipboard

 

Search fields

Field	Description
Number	Search by number
Search Keyword	Search by keyword
Part	Specify the part to which the sales set refers
Statistics	Search for statistics
Type of sale	Search by sales type
Customer	If a set is searched for via the customer, all sets for which a customer agreement has been made with the customer are displayed.
Own number	A set is searched for using the customer's own number. If the customer for whom the set is to be searched is known, he or she should first be selected in the corresponding search field to further narrow down the search result.

 

Buttons

button	Description
Edit	The current sales set is displayed in the input window.
New	An empty input window opens.
Delete	The selected sales set is deleted.
Close	The window is closed.

 

Selection window

This window is used to select a sales set.

Menu

Menu item	Description
Options	Call up the option window

 

Search fields

Field	Description
Number	Search by number
Search Keyword	Search by keyword
Part	Indicate the part to which the sales set refers
Statistics	Search for statistics
Sales set type	Search by sales set type

 

Buttons

button	Description
OK	The selected sales set is taken over.
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

Menu item	Description
Edit	-
: Set default settings	all changed settings are reset to default

 

Fields

Field	Description
Search options	-
: Immediate take over in case of a hit	If only one sales set 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 set itself
Advanced search	Search terms from the other roles of the sales set 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!

 

Buttons

button	Description
OK	The settings are saved and the window is closed.

 

Related topics

• Index
• spare parts
• Special sale parts
• Articles for sale
• Goods for sale
• Services