FAQ - Sales Order Processing
How do I…?
Make products available to sell?
There is a product lines table that is accessed via Logistics -> Sales Orders -> Product Lines. A product line can be linked to a stock or a service item and can also be specific to a customer if required. Products can be included in price lists.
Enter sales prices for items?
Go to Logistics -> Sales Orders -> Product Lines. The line to be sold is added here with its price and reference it back to the Stock Item from the drop down.
Set up a price list description?
Menu option Logistics -> Sales Orders -> Price Types
Allocate a customer to a price list?
In the sales ledger the customer can be allocated to a price type (list).
Set up a specific price/discount for a customer?
There are two ways:
- Go to Accounts->Sales edger->Customer Discounts - you can then add a discount by product group that is taken off the price list price. So if, say, customer A gets 10% off Product Group X add it here. All prices for that product group should be discounted by this figure.
- If its more granular (at the specific item level and not product groups) you would have to add a new product line for that item. But as well as linking it to the stock item when you add it link it to a customer as well and don’t link it to a price type (price list) - then the price that is displayed will be the specific one for the customer not the one from the price list