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Terms of Sale
All settings of sale are grouped on this tab.
| Default Terms of Sale |
The program can enter default values from the Subjects register | Customer at the third person (Consignee) or first person (Customer).
You can choose between following two options:
- 1 - First Contact - The program can enter default values from the Subjects register | Customer at the first person (customer)
- 3 - Third Party - The program can enter default values from the Subjects register | Customer at the third person (consignee)
This parameter can be used in: Service - Customer, Goods-Issue documents, Orders-Sales orders and is valid for following data:
- Terms and Place;
- Days to Pay;
- Created By;
- Price Level;
- Bank Account;
- Destination Country;
- Text;
- Sales;
- Payment Method;
- ID;
- Currency;
- Price Calculation;
- Clerk;
- Bank;
- Delivery Days;
- DeliveryPriority.
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| Use Retail Price when Issuing from Retail Warehouse |
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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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| Minimum Markup for Sales |
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| Adding Rebates on Documents |
With this parameter you can define how rebates in line of document should be handled. Parameter has two values:
- T (paramater is set ON) - all discounts lin line (rebate 1, rebate2 and rebate3) will summ up (10% + 5% + 3% = 18%)
- F (parameter is set OFF) - all discounts in line (rebate 1, rebate2 and rebate3) will multipy (10% + 5% + +3% = 17,07%)
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| 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 Discount |
- 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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| Discount can not be Negative |
With this parameter you can dcontril discounts. Parameter has two values:
- T (paramater is set ON) - discount in line of document can be a negative
- F (parameter is set OFF) - discount in line of document can not be a negative
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| Special Discount Does not Stack with Other Discounts |
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| Apply Agreed Discount Regardless of User's Allowed Discount |
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| Reference Types |
in the Reference Type section you can choose between following two option:
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Internal Document Number: If you select this option, the program will display a table with boxes, where you can select which characters of the document number you would like for the program to display as the reference number. If you select less or more than 12 boxes, the program will display a warning: Reference number must have 12 characters. Select the correct number of fields. Next to this, the program will also include the Create Reference checkbox in Document Types settings | Goods | Receiving which is by default select in document that included in the document type ID only numerical characters.
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Consecutive Document Number: If you select this option, the program will generate the reference on documents. the program will take consecutive numbers. On sales orders the number with start with the digit 3; on purchase orders and receiving documents the number will start with the digit 1.
By default is selected the first format 2-3-5-2:
- 2 - year;
- 3 - document type (first three digits);
- 5 - consecutive number of the document (five last digits);
- 2 - installments.
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