Position entry for commercial transactions

Offer, order, delivery note, invoice, credit ...

You can enter products and services in the item list. For your product choice prices, descriptions and conditions from the product and customer base are considered. The master data maintenance ensures that you always have the right conditions, prices and texts to use.

Fast entry

You can quickly choose from the product catalog and deposit quantities. The fast entry allows a capture without mouse click.

With the product search the product list is updated, then you jump with Tab or Enter on the quantity registration, which you conclude with Enter. Then you can search for another product, because after entering the cursor jumps back into the search.

Add text line.

Add product line without access to product data. So you can work without master data maintenance.

Add line via product search.

The positions are numbered consecutively. New positions will be added at the end of the list. You can also add a subheading to a line (1.1., 1.2., Etc. to 1.). The sub-positions you can open and close on the + at the beginning of the line.

Using the position line menu, you can directly insert positions between two lines. Delete a position or divide a position (by entering a destination position number). By the way, you also have access to the availability there and you can open directly into the master data for the respective product.

The order can be organized by dragging and dropping with the mouse. To move or delete several positions you can mark them first. Then you can use the menu to delete or move to the marked positions.

Under Calculation you can find more information about the position.

A special feature is that a position can also be left out of the summation. This can be used e.g. offer an offer with an alternative position or put a bill with services on goodwill.

The VAT rate depends on the tax area in the transaction header. We support it with e.g. also billing in Switzerland.

Process header data

For the capture you can show and hide the header data.

All green fields are not filled and only show what could be in the field.

Click on a field to change it. If you click e.g. on the delivery conditions so you have a choice to change them. The salutation can be preset with a standard text via the process settings for the process.

Process the foot

In the foot the summation takes place, of course automatically. Like the header text (salutation), the final text can also be preassigned with a standard text via the transaction settings for the transaction. In addition, we still have attachments, so you could optinal equal to send marketing material. The assignment of a partner, an external commission settlement, allows this. These are options that can be used individually in the workflow.

to finish a process

Possibly. Would you like to see the layout of the offer (invoice ...) before graduation. To do this, you save the process via the floppy disk and open the print layout via the PDF symbol. That seems awkward. But if you want to take a look at the old stand you can call it directly.