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Item lines in Preliminary invoice/offer
For a quick and easy entering of item/product data, PANTHEON Web Light enables adding items by searching them by ID, name or supplier ID. Data can be entered or selected from the drop-down menu.
1. Add item
When you find the right item, you can change its quantity, price, and discount. You can move between the field with the Tab key. The  button moves the item/product to lines.
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Search
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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 stock information depends on the toggle button Show stock with Yes/No in the Subjects register. If the toggle button is enabled, the stock status is displayed as Yes or No:
If the toggle button is not enabled, the stock status is displayed using numeric values:
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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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Discount %
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The discount is applied from the Subjects register. You can also enter it manually.
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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 can also be changed.
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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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Warehouse price
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The price of the goods in the warehouse, this depends on the selected mode of stock valuation, predefined on Warehouse. This is the price at which stock will be relieved in the issuing warehouse. This data cannot be manually changed.
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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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| Cost center |
By default, the cost center value is applied from the Items register in PANTHEON, but it can also be changed/selected from the drop-down menu in the field.
The information about the cost center in lines is transferred to the created document.
If entering the cost center is marked as mandatory in the Document types register in PANTHEON and you try to complete a form without this data, the program will issue a warning: Cost center must be specified!
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| Department |
This data is only mandatory if you set it up in the Receiving Document types register. The program searches for department data in the following order:
- if the department is entered in the Items register, this data will be applied, as it has high priority;
- if there is no data on department in the Items register, the data entered in General information will be applied.
You can also fill in this data with the help of a distribution key. Distribution Keys can only be set in PANTHEON.
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 Note
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Upon clicking the icon, a window pops up for entering a note onto the document line. If there is a note in line, the icon colors white.
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 Delete
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Delete line.
If the line is transferred to the picking list, the program issues a warning: A picking list has already been created for the order line item. Do you want to delete it anyway?
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