General / Documents
Tabs General and Documents on New preliminary invoice/offer allows you to see or editdocument general data and attached documents.
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HINT
You can show or hide tabs by clicking the arrow shown below.
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Below is a description of the form’s features:
1. General
Form for adding new items on offers.
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Enter item
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You can search items/product by ID, name or supplier ID. The data can be entered manually or selected from the drop-down menu.
The display of price and stock is possible.
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Quantity
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After selecting an item, the default quantity is 1. You can change the quantity.
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Price
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The price is automatically applied from the Items register. This field shows the retail price. It can also be changed.
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 Add line
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By clicking + or the Enter key, the selected set with all data is added to lines.
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2. Item lines
Items added to document lines are shown with the following columns:
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Line
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The consecutive line number, automatically generated by the program.
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Item
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The item ID (code) of the selected item. This data cannot be changed.
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Name
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The name of the selected item.
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Quantity
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Issued quantity, 1 by default.
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U/M
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Unit of measurement for the specific item (applied from the Items register).
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Price/U/M
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Retail price (applied from the pricelist in the Items register). This data can also be entered manually.
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Discount %
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Discount in the item line. The data can also be entered manually or by defining the rebate in the Subjects register.
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VAT
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Tax rate. The default value is applied from the Items register or from settings, but it can also be entered manually.
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| Value |
Value of the order line without tax, calculated by the formula: value = (quantity*price) – rebate. The tax is not included in this value. You can also manually change this data, whereby the Price field will also be changed.
If the settings for Orders in the Administration Panel in PANTHEON include Minimum Margin and the line value is smaller than the warehouse price (increased by the minimum margin), the program will color the amount in red.
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Total
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Total price with VAT. |
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Dispatched
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If you already made an invoice from an order, the field shows the already dispatched quantity for this item line. The dispatched quantity increases with every dispatched order and reduces with a reversal of goods. Reversal for the return of goods decreases the dispatched quantity if:
- an invoice was made by adding an order and
- a reversal was made by adding movements – reversing a document.
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Delivery deadline
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Delivery deadline is applied from the order header and can also be changed here. Before confirming an order, i. e. changing the status so that it affects free stock, the program checks whether delivery deadline in any order line is shorter than the current date. This means that you are confirming an order for which the delivery deadline has already been missed. In this case, a message appears: You are trying to confirm an order that should already be fulfilled!
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| RP |
Retail price.
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