Managing sold products

1

Go to Management > Sales > Sold items > . The General tab is displayed.

2

Under the Main section, drag and drop the product logo on the Logo area.

3

Specify the fields of the Main section:

• Entity: the company entity.
• Grouping: the code that helps you define a group of sold products.
• Reference: the sold product's reference (e.g. optional module).
• Abbreviated designation and Identification of the item.
• Family and Sub-family of the item.
• Revenue recognition: indicates that the sold product is recognized in the revenue.
• Automatic title: specify the label of the automatic title if you want to create a title automatically when adding a line with this sold product on a sales object. The line will be included automatically in the title created.
• Billing type: indicates the billing type of the sold item. If the billing type is Service specific fields are available in the Service section. For more information on the services, see Managing services.
• Discount in %: to be specified if there is a discount on the product.

4

Specify the information in the Related service section:

• the Template service linked to this item (e.g. Test) and the Product sold. It allows you to automatically associate the sold product with the linked service's contract;
• the Percentage of the order line's price. It allows you to specify the product's price in the contract.

5

Under the Recurrence section, select the Periodicity:

• Select Unique if the line must be billed once.
• Select another periodicity (Monthly, Yearly etc) if the line must be billed several times.

6

Specify Comments on the product.

7

Specify the information of the FA account section:

• Product: the account associated with the parts linked to customers in France, within or outside the EU.
• Group: the account associated with purchases linked to customers from a subsidiary in France, within or outside the EU.
• Internal: the internal account linked to sales in France and within the EU.
• To be established: the product's code.
• VAT code: the product's VAT code.
• Disabled on: the product's end of validity date.
• End of commercialization: the date when the product will no more be available for sales.

8

Under the Inventory and Packaging section, specify the following fields:

• Packaging type: the product type. Enables you to know if a product can be supplied in series. This information is displayed with the inventory management.
• Replenishment time: the replenishment time in days.
• Unit: the packaging quantity.
• Threshold: the minimum inventory. The threshold for inventory replenishment.

9

Under Revision, fill in the following fields:

• Index: the help list for set up indexes.
• Periodicity: allows you to indicate the periodicity entered by default in order lines associated with the sold product.

10

Under the Resource link section, enter the employee's name and associated actions.

11

Save the sold product.

1

Click on the Purchased item links tab, then on .

2

Fill in the following fields:

• Grouping: the purchased product's code.
• Purchased product's reference (family and sub-family) and identification.
• Quantity: the sold product's quantity you have in stock.

3

Click on to add the link and save.

1

From the sold product's record sheet, click on Edit.

2

Select the type of modification to make:

• Duplicating the sold item
• Start printing: your administrator will be the one to pre-set the recipients.
• Send by email
• Modify grouping and reference: you cannot modify the product's reference when you are making a standard modification. This option therefore allows you to modify the product's grouping code as well as its reference.
• Modify the family/sub-family: you cannot modify the product's family or sub-family when you are making a standard modification. This option therefore allows you to modify the product's family and sub-family code.
• Delete the link to the employee and action.
• Link an employee and an action: allows you to link an employee and an action to a sold product. These links are used to generate a schedule from a quote.
• Sales order / Del./ Invoice qties: allows you to search - in a specific time frame - for all orders, deliveries and invoices linked to the sold product.
• Create material request
• Display the detailed history from Edit > Detailed history.

1

Start a search and select the results to modify.

2

Right-click on the selection and click on Edit custom data.

The Modify custom data window opens.

3

Check the custom data to modify and enter the new value for each checked element.

4

Click on Validate.

Custom data are modified in the selected management objects.

1

Go to Management > Sales > Package > .

2

Select the entity which offers the package.

3

Choose a grouping, a reference and an identification, as well as a "valid until" date if necessary.

4

To manage recurrence information of the package:

• Check the Apply recurrence on all package lines box if you want recurrence information from the package on a quotation or order to be applied to all lines of the pack.
• Leave the Apply recurrence on all package lines box unchecked if you want recurrence information from the package to be applied only to lines of the pack that correspond to recurring products. Recurring products are products whose periodicity is not set to Unique in their record sheet (Management > Sales > Sold items).

5

To manage revision information of the package:

• Check the Apply the revision index to all package lines box so that the revision index and revision information of the pack on a quotation or an order are copied to all product lines contained within the pack, regardless whether products are recurring or not.
• Leave the Apply the revision index to all package lines box unchecked so that the revision index and revision information of the pack on a quotation or an order are only copied to recurring product lines contained within the pack and not to non-recurring product lines.

6

Under sold items, click on to add the sold products to include in the package.

7

Enter each product's quantities and unit price, then select the relevant VAT code to apply.

8

Click on the arrows to rank the products in order of importance in the package.

9

Save.