Sales
Sales
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The Sales panel is intended for sales planning or entering of the planning sales data.
First you enter any lines in the upper (main) table and later you open the detailed
(bottom) table by double-clicking the cell of the individual plan period.
You decide whether quantity or values get displayed by selecting from the
Show dropdown.
You can set in the General panel (under
Show in Currency) which currency will be
shown when you select value from the dropdown.
Main Table
| Line |
It displays the consecutive line number. It is assigned automatically by 10s,
which makes subsequent line inserting easier. You can also change it manually. |
| No. |
By clicking the
icon a note opens where you can enter any given text, relating to the line of
the main table. If this
icon is used it means that the note was entered. |
| Line name |
Here you can enter any given name of the line describing it. |
| (plan period) |
By clicking the plan period cells you open the detailed (bottom) table where
you can enter planning data. These cells represent the total value or quantity
exclusively. |
You can export the main table to Excel simply by clicking the
button.
The MS Excel is opened automatically (if installed on the computer). The current scope
of the main table is also loaded to the Excel worksheet.
Detailed Table
| No. |
It displays the consecutive line number from detailed planning. It is assigned
autoamtically by 10s, which makes it easierfor any subsequent inserting of lines.
You can also change it manually. |
| Note |
By clicking the
icon a note opens where you can enter any text, relating to the detailed planning
line. This
icon means that the note is entered. |
| Quantity |
Here you can enter the planned sales quantity. |
| Value |
Here you enter the planned sales value. |
| Discount |
Here you enter the planned discount. |
| Currency |
Select the currency in which the entered value was made. If you checked the
Planning in Primary Currency Only
checkbox in the General panel, the field is hidden. |
| Customer |
Here is displayed the customer from the Subjects register
for which you plan selling of goods. This information is not obligatory. the data
is excluded if the Region,
Country and
Customer Type fields are entered. If you checked the
 Copy
Subject checkbox in the General
panel, the subject is offered autoamtically. |
| Region |
It displays the region that can be found in the Postal
Codes register from which comes the customer. It is not obligatory to enter
this information. This data is excluded if the Customer
and Country fields are entered. |
| Country |
Here is displayed the coutry that can be found in the
Countries register of the customer. It is not obligatory
to enter this data. This data is excluded if the Customer
and Region fields are entered. |
| Customer Type |
Here is displayed the type of customer that can be found in the
Subject Types register. It is not obligatory to enter
this data. It is excluded if the Customer
field is entered. |
| Item |
Select the item ID from the Items register. It
is not obligatory to enter this data. This data is excluded if the
Primary Category and
Secondary Category fields are entered. |
| Prim. Category |
Select the category (primary) ID from the item Categories
register. It is not obligatory to enter this data. This data is excluded
if the Item ID and
Secondary Category fields are entered. |
| Sec. Category |
Select the category (secondary) ID from the Items
Categories register. It is not obligatory to enter this data. This data is
excluded if the Item ID and
Primary Category fields are entered. |
| Cost Center |
You can plan sales also on the level of cost center. It is not obligatory
to enter this data. |
| Salesa Department |
You can also plan sales on the level of a specific department. It is not obligatory
to enter this data. If you checked the
 Copy
Department checkbox in the General
panel, a department is offered automatically. |
| Warehouse |
You can also plan sales on the level of a specific warehouse. It is not obligatory
to enter this data. |
| User |
You can also plan sales on the level of a specific user. It is not obligatory
to enter this data. |
| Document Type |
You can also plan sales on the level of a specific document type. It is not
obligatory to enter this data. |
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When creating a sales plan you can use
Plan Generator, that is, the tool for automatic
planning on the basis of previously used data . |
Instructions for use:
Related topics: