Embedded Files
Registration of commercial transactions
Registration of commercial transactions
Depending on the authorization, commercial processes are available under +New.
The data input always follows the same dialog, only the processes and print layouts are different. After the assignment to the contact, payment and delivery conditions are accepted and the product discounts apply.
Access: We have authorization for readers, editors, owners for all processes. Only the owner can delete or cancel transactions.
Set up
Set up
We have to set up the following, check
the company (language, title, unit, currency, tax areas).
Layout template
Delivery terms
Payment terms
Transactions Settings
Text modules (see below which are these)
Header data for the operation
Header data for the operation
The header contains recipients and conditions. Text modules control individual headers and footers for the process. The corresponding data is taken from the contact data and the settings of your company. If the assigned contact is not a customer but is stored as a contact person for a customer, then its customer number and conditions are taken over.
Items - product item for the operation
Items - product item for the operation
You store products, services from the product list in the items. BOMs are transferred as subitems up to level 1.
Foot data for the process
Foot data for the process
Im Fuss werden Texte zum Abschluss aus den Einstellungen zum Vorgang eingefügt.
Save, process
Save, process
You save the process or carry out actions to transfer it to the next step in the process. Everything is done via the ToDo overview.
Depending on the status, the process hides a selection of possible actions to control the workflow.
Creation of commercial transactions
Creation of commercial transactions
permissions
permissions
Department members
Number range
Number range
yy = Year, kw = Calendar week (this sets the counter to 0 per week)
Quote
Sales
“Qyykw.1”
Sales confirmation
Sales
“SCyykw.1”
Delivery
Shipping
D “Dyykw.1”
Invoice
Invoicing
“Iyykw.1”
Credit Note
Invoicing
“Cyykw.1”
Invoice Correction
... is created processing an Invoice
“Iyykw.1”
Google Cloud Printer
Vouchers (offers, order confirmation, invoices) are preferably sent by e-mail. If an expression is required (for example, if the recipient does not have an email associated with it), Google Cloud Printer controls it.
The following printers should be available:
Cloud Printer ID "Offers": Offer
Cloud Printer ID "Invoice": Invoice, invoice correction and credit memo:
Cloud Printer ID "Order": Order
Cloud Printer ID "Packing List": Packing List
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