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Sales Order Guide
Adds items to sales order lines. You open this window from a sales order to which a customer has been assigned.
This window displays a list of sales items, which can be filtered based on criteria you define. One of the criteria is to show a History of goods sold to this customer. You can set the History Guide Bololean and then determine what periode in time you want to analyze. The system will at that time show only those items sold to this customer during the defined periode, as well as the quantities sold in total, the Last Unit Price used and the Last Order Date.
Entering quantities to order. You can indicate the quantity of each item the customer wants to order by entering that quantity in the field "Quantity to Order".
Entering a quantity will Update the Unit Price field (depending on the available Sales Price lines) and automatically calculate the Expected margin, both in amount (LCY) as in a % of the sales Price. Also available is a factbox showing the expected margin amounts for all lines where a quantity to order is entered. The factbox shows the total expected quantity across all items, as well as the expected margin per Item-Category.
Sales Contracts If a Sales Contract is available for te selected item, the Item No. and Description fields are shown in Bold print. Entering a quantity to order triggers the same Sales Contract selection routine as on the Sales Order line.<.br> Once a quantity is entered, the applicable sales contract Number will be visible in the Sales Contract No. field. Clearing this field resets the Sales Order Guide Line. A factbox is also created to provide visibility into the Sales Contract limits. Data is shown in the factbox once a contract is selected and provides visibility in contract-limits on the contract as well as the lines.
Show available Sales Price agreements In the ribbon, in the Actions Tab, there is a button "Get Price". This function is the same as on the Sales Order Line, showing the user all available sales prices for this item. This contains regular Sales Prices, Sales Contracts, but also prices for Customer Price Groups and All Customers. Selecting a line (other than contract) and clicking on OK will transfer that specific Price to the Order Guide Line to be applied (*).
Expected Margin information for selected items If in the order guide a "quantity to order" has been entered, the system will calcualate the expected margin by subtracting the Unit Cost of the item from the Unit Price (LCY). It will also show the expected margin % on the same line. Additionally a factbox is created that show the exoected margin amount per item category. If the item category is a child of a higher category, the amounts will be rolled up to the highest category level. This functionality provides insight into the expected margins to be realized for a sales order from multiple points of view, making it easier for order entry to decide on sales pricing if the flexibility is allowed.
Transfer quantities to order to the Sales Order Lines
When you click Actions, point to General, and then click Add Lines, these items and the entered quantities to order are copied onto the sales order lines.
For more information on running the Sales Order Guide, see How to: Use the Sales Order Guide.
For general information on sales pricing in the food solution, see Sales Pricing
- A contract-line cannot be chosen from the GetPrice page, only viewed. Contract Lines are selected by entering a quantity in the Sales Order Guide Line.
- If a minimum quantity is set on the Sales Price, the "Quantity to Order" field value will be used in a check for the validity of the Price Line. This could result in an error in the entered quantity is lower than the minimum quantity on the price line.
- Once a Price Line is selected, it will be applied in the Sales Order Guide line for every change in quantity. Only when the Quantity To Order field is set to 0 will the price be reset.