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General
Here you can set following parameters:
 Discount Handling |
A line can have more than just one discount (i.e. at sale: agreed discount, discount by the contract price list). With this parameter, you can define how the second discount should be handled:
- S - Add Discounts - discounts will sum up (i.e. 10% + 3% = 13%)
- M - Multiply Discount - discounts will multiply (i.e. 0,9 * 0,97 0= 0,873, meaning 12,7% discount).
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| Stack Discounts |
- Select this option, if you would like the program to sum up discounts set by the contract and other discounts, like the special discount.
- Do not select this option, if you do not want the program to include other discount, once, you have entered the discount by the contract. You can use this option, when you want to enter in the contract price list prices and discounts that that the end customer will have to pay.
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| Pricing Formula in BOM |
In this field you can select from the lookup list the pricing formula by which the program will calculate the price of the child items in the bill of materials of the item. |
| Calculate BOM Price |
Select this option, if you would like the program to calculate the price in the bill of materials of the Items register. |
| Read External ID |
In this field you can select from the drop-down menu whether the program should when entering a document of receiving and issue search external IDs or not (for an example of use see External identifiers:
- N - Do not use external ID – If you create a document you cannot use external IDs;
- P - Use external ID for specific subject or subject type – You can use this option, when you have defined an external ID to a specific subject in the Items register, or to a specific subject type in the Subject type register;
- K - Use external ID for all subjects – You can select this option when you have entered the external ID in the Items and Subject Types register to use it for all subjects.
With authorizations, you can define searching on the level of an individual user as well!
You can define an external ID to enter on a document to an individual subject only. With this parameter you can set if this ID is valid only when entering for a specific subject (P) or for all subjects (K).
This parameter is in use for the entire program, or you can set it for an individual user of the program (see Personal Settings).
If you have selected the (P) or (K) option, the drop-down menu will not appear when entering an item to documents.
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| Show External ID |
In this field you can select from the drop-down menu whether the program should when reporting a document of receiving or issue report external IDs (for an example of use see External identifiers):
- N - Do not use external ID – If you create reports, you cannot use external IDs;
- P - Use external ID for specific subject or subject type – You can use this option, when you have defined an external ID to a specific subject in the Items register, or to a specific subject type in the Subject type register.
- K - Use external ID for all subjects – You can select this option when you have entered the external ID in the Items and Subject type register to use it for all subjects.
With authorizations you can define reporting on the level of an individual user as well!
You can define an external ID to report for a specific subject or a subject type. With this parameter you can set if this ID is valid only when entering for a specific subject (P) or for all subjects (K).
This parameter is in use for the entire program, or you can set it for an individual user of the program (see Personal settings).
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| Check U/M Conversion Factor |
In this field you can select from the drop-down menu whether the checks of U/M conversion factor should be carried out or not. This check can be used for the calculation of the quantity of packages if the quantity of the primary U/M cannot be divided with the collective U/M. The number of packages will be calculated according to settings in the Administration Panel | Settings | Program Parameters | Goods | General | U/M for Packages field.
- N - Do not check – If you select this option, the program will not check if the entered quantity is the conversion factor. It will allow you to enter the document line and will calculate the number of packages according to settings in the Administration Panel | Settings | Program Parameters | Goods | General | U/M for Packages field.
- O – Show warning, allow anyway – If the entered quantity is not a conversion factor, the program will display a warning: The entered quantity is not a multiplier of the UM1:UM2 factor! ID:XX Quantity: YY Factor: ZZ!, but, it will allow you enter and create a document. The program will calculate the number of packages according to settings in the Administration Panel | Settings | Program Parameters | Goods | General | U/M for Packages field.
- P – Do not allow - If the entered quantity is not a conversion factor, the program will as for the previous option display the same warning: The entered quantity is not a multiplier of the UM1:UM2 factor! ID:XX Quantity: YY Factor: ZZ!, but will not allow you to enter and create the document line. In order to able to continue with the procedure, you are required to enter the quantity that is a conversion factor.
For use of this check see Check U/M Conversion Factor.
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| Hide Protected Items for Categories with Limited Authorizations (m) |
Select this option if the program should not display items from a certain category for which the user is not authorized (for more information see also Authorizations over Items register).
If there are more than 10.000 records of Item Categories in Item Categories register, the verification of permissions is not possible. They also won't be displayed in authorizations report.
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| Show only Item Categories Listed for the Doc. Type (m) |
Select this option if you would like to limit the selection of items in documents of issue and receivings. This way the program will in the lookup list of items display only items that you have entered in the matrix of inventory accounts.
this option is especially useful for accounting entry for invoices payables and accounting entry of invoices receivables.
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| Update Retail Price when Purchase Price is Changed |
In this field you can enter names of pricing levels that will appear in the Costing/Pricing panel of the Items register. You can change default names of the Retail Price Incl. Tax, Retail Price Excl. Tax, Wholesale Price 1, Wholesale Price 2 and BOM.
A sale price is affected by:
If your settings result in a change of the sale price when the purchase price will change, there can be two situations:
- Retail - Due to the change of the item price in the items register and contract price list, you can change the retail price with the Price change - retail document.
- Wholesale - You can change wholesale prices without warnings or additional notices, and in accordance with contracts and general terms and conditions.
If you would like to combine retail and wholesale: keep retail price (to change the price later with the price change document), change the whole sale price appropriately, proceed as following:
- Select this option, if the program should change all four price levels when you change the purchase price;
- Do not select this option, if only last three price levels (with appropriate settings) should change, the retail price does not change - you can do that manually afterwards with the Price change - retail document.
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| Allow Separate Pricing for Each Warehouse |
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Separate pricing for individual warehouses is used ONLY if the warehouse in question is a satellite retail sale point with its own pricing policy and therefore has its own price level, which differs from that of other retail sale locations and the central warehouse (which are covered by the General Pricing).
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If you've selected this option, you can in the warehouse register define warehouses for which the separate pricing and general pricing should be created (for an example of use see Separate pricing for individual warehouses).
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| Pricing Level Names |
In this field you can enter names of pricing levels that will appear in the Costing/Pricing panel of the Items register. You can change default names of the Retail Price Incl. Tax, Retail Price Excl. Tax, Wholesale Price 1, Wholesale Price 2 and BOM. |
Default for New Items
| Item Type |
A default item type according to which the program will fill-in the suitable field when you will open a new item. |
| Manufact. |
A default manufacturing document type that will fill in the Manufacturing field in the Bill of Materials panel when you will create a new item. |
| Tax Rate |
A default tax rate that the program will use when you create a new item. |
| Pricing |
A default type of price calculation that the program will select when you will create a new item. You can choose among following:
- Fixed Price;
- Fixed Markup
- Fxd. Gr. Price, Markup (Fixed Gross Price, Markup).
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When Barcode Scanner
| Item ID Length |
(when using the barcode scanner) define the length of the item ID, the quantity in code is not included.
If the length is greater than 0, the program will not display the drop-down menu when entering items to documents.
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| Check Digit |
(when using the barcode scanner) in this field you can select from the drop-down menu how the program should handle with the check digit:
- N - No check digit
- I - Ignore last digit
- Z - Ignore quantity in code
- 1 - Modulo 10.
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Generate Item ID
| ID Length (excl. constant) |
The variable part of the item ID which the program will assign automatically. When semi-transparent ID, this part will display after the constant. |
| Constant |
Determine the constant of the item ID if the item ID is fixed.
If i.e. the program should automatically generate item IDs that start with »X«, enter in this field the »X« character. |
| Field for Constant |
As a constant at the beginning of the ID, the program can use any field from the Items register. If you would like that each automatically generated item ID starts with the sign of the primary category, enter KLASIF to this field.
Usual fields that can be used as constant fields are following:
acClassif- Primary category;
acClassif2 - Secondary category;
DOBAVITELJ - Supplier;
VRSTA IDENTA - Items type. |
| Field Length (constant) |
Set the number of characters that will be allowed for the constant.
If the constant in the above fields is longer than the allowed number of character in this field, the program will ignore last character when generating the item ID. |
| Required fields |
From drop down menu select fields that are required to enter when creating new item in Items register. Only fields from General tab are listed and Custom fields: Text fields and Date fields, Numerical custom fields are not included. |
For an example on generating items ID see chapter Automatically assigning non-/semi-transparent IDs.
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