Item Add-On Sales

This feature enables you to maintain multiple lists of ‘Add-On Sales’ records.  An ‘Add-On Sale’ list is linked to an Inventory Item and is used to prompt the Salesperson about promotions, special deals, and prices that can be associated with the Item as it is being sold.     

 

 

List Tab

 

Display fields

 

Item Code: Display only field showing all Items that have ‘Add-On Sales’.   It will only appear in this list if the checkbox is ‘checked’ in the Item’s main screen (Inventory>Items)

 

Description: Display only field showing the description of each listed Item   

 

Unit: Display only field showing the base Unit of Measure of each listed Item   

 

Standard Sell Price: Display only field showing the Standard Sell Price as held against the Item   

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Add-On Sales screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

 

Detail Tab

 

This tab enables you to add promotional and add-on sales Items to the parent Item.  

 

Entry and Display fields

 

Upper Panel

 

Item Code: Display only field showing the selected Item.   

 

Description: Display only field showing the description of the Item   

 

Unit: Display only field showing the base Unit of Measure of the Item   

 

Standard Sell Price: Display only field showing the Standard Sell Price as held against the Item   

 

Centre Panel

 

The centre panel lists the current ‘Add-On’ Sales entries.  Each entry shows:

Line Type        - Item, Descriptor or Kitset

Code                - The Item, Descriptor, or Labour Code

Qty                - The quantity entered via the lower panel

Explanation        - The Sales Explanation entered via the lower panel

Price Applies        - The Special Price Applies checkbox as entered via the lower panel

Special Price        - The Special Unit Price as entered via the lower panel

Extra Warranty        - Checkbox showing if this line is covered by Warranty

Notes                - Additional Notes as entered via the lower panel

 

The fields in this panel can be repositioned by dragging the column heading left or right to the position where you want it to appear.

 

Lower Panel

 

The lower panel is where you maintain the ‘Add-On’ Sales Items

 

Line Type:  Select the Line Type from the drop-down list.  The options are:

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Item Code

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Descriptor Code

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Kitset Code

 

Code: From the drop-down list select the code.  The drop-down list displays the codes relating to the selection made in the Line Type field

 

Default Qty: Enter a default quantity to be used.  This will display during the sales function.   It can be amended at that time and made specific to the Order.

 

Unit: Display only field showing the base unit copied from the Item, Descriptor or Kitset.    

 

Special Pricing: If this is ‘checked’ then the associated special price will apply when this Add-On Sales is used.   If it is not ‘checked’ then the line’s normal pricing matrix will apply.

 

Special Price: If the Special Pricing’ checkbox is ‘checked’ then the price entered here will override any other sell price against this line.

 

Description: Display only field showing the description of the Item, Descriptor, or Kitset Code record.

 

Sales Explanation: A short sentence that will help the Sales Person to promote this Line.

 

This is an extended or Optional Warranty Charge: This will only appear if the Item or Descriptor is flagged as having a Sales Warranty.  If this is ‘checked’ then the line is offering an extended Warranty or that the sale of the main Item has this ‘Add-On’ as an optional Warranty.

 

Notes: Extended Notes for your own information can be attached to this Add-On Sales Line.   Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.  Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

Buttons

 

Close: This will close the Add-On Sales screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up a blank Lower Panel for entry of a new Add-On Sale line.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Add-On Sale Line record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This deletes the current highlighted line