Item details window on sales quote
A new item can be added to a sales quote by clicking [Add through Form]button available in the Elements button group. The item addition form differs depending on whether the selected item is of merchandise type, service type or set type.
The basic information about the selected item is included in tab General.
Tab General
This tab is divided into five panels in which the following information is provided:
1. Price precision and value control
2. Name, code of the merchandise/service/set and time of delivery – Item
3. Quantity, units of measure, prices, discounts, VAT rate, points, acquisition value – Calculation
4. Currency, exchange rate and date of retrieving the exchange rate – Currency
5. Purchase price, acquisition price, value and percentage of margin – Margin
At the very top of the Item Details window, there is the following information provided:
Precision – number of decimal places in the price values presented in the calculation panel. Value displayed in this field is retrieved from the sales quote definition. The value set on the form of this document type is suggested, by default.
Control: quantity * price = value – if this parameter is checked, it will be possible to enter only such value which can be calculated as a product of quantity and price
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Example
An item quantity is 10 units, its price amounts to 100 USD and value is 1000 USD.
After checking the ‘Control: quantity * price – value’ parameter, it will not be possible to enter such value which disables to recalculate the price, that is e.g. value which amounts to 1000,01.
If this parameter is unchecked, the value can be edited and it can be specified as 1000,01. In this case, the price will not be recalculated.
Item
Information provided in this part of tab is the following:
Item – clicking on this button opens the list of items. An item is selected from the list of all active items added to the Items directory. Item can be also selected by entering its code into the field available next to the button [Item] and clicking “Enter”. When using the second method it is necessary to know the item codes. The name of the selected item appears in the field next to the field with code.
Description – allowing user to enter any series of characters with additional information.
Calculation
Below are the following field available in the Calculation panel:
Quantity – quantity of the item which must be sold
UOM – the basic unit of measure that is assigned to the selected item and to a given document type
Regular Price (S) – subtotal price of one unit of item in the document currency. This is the price on which discounts will be calculated. The price is retrieved from an active price list of the selected price type and it is recalculated to the document currency according to the current exchange rate
Below the Regular Price field, there is the field in which an active price type can be selected.
Discount – percentage value of discount calculated according to defined discounts
Price – the price of one unit of item after discounts expressd in the document currency
The field below the Price field presents the price of the item unit in the currency from the price list
Value (S):
Value in the first field is the value of the document in the document currency.
The field below presents the value of the document in the currency retrieved from the price list of the item.
The last field presents the value of the document in the system currency.
VAT Rate – VAT rate, selected from list of VAT rates defined in VAT rates directory
Currency
In this panel you can find the information about the currencies and their exchange rate and the date of retrieving the exchange rate. This information is essential from the point of view of the documents issued in foreign currencies or when the item price in current price list is expressed in the currency different than the system currency. Data about the type of exchange rate, dates and the currency exchange rate is retrieved automatically. If a document is issued in the currency different from the system currency and the item price is also expressed in the currency different from the system currency and different from the document currency, then the exchange rate of the system currency and the price list currency converted to the document currency will be presented in this panel. The exchange rates are presented as follows: the first is the exchange rate of the document currency converted to the item’s price list currency, the second is the document currency, and the last if the exchange rate of the document currency converted to the system currency.
Margin
This panel presents the purchase value in the system currency, the calculated margin expressed in value and in percentage terms. Below is the acquision value in the system currency and the calculated margin expressed in value and in percentage terms.
Tab Attributes
Details about how to assign an attribute values to an object can be found in the manual Comarch ALTUM Configuration, in chapter Assigning attribute value to an object instance.