In the Price Change module, you can change sales prices using various
criteria.
1. Select a Document Type
First, select the type of document you wish to use to create a price change.
In the Goods | Price Change menu, select or click the desired
document.
2. Creating a New Document
In the task bar, click the new record
button.
This will open a new document that will be used to create an
issue invoice.
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Because the program always sets itself to the last
document created, you must click the New Record  button after choosing a document type when you wish to create a new
document.
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Set the names
for the issuer and receiver (fields) in the Document Types register (Settings |
Program | Document Types).
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Transfer between warehouses is done using just one document. Once you've
designated an issuing and receiving warehouse, the program will use this
information to automatically create an issue for the issuing warehouse
and a receipt for the receiving warehouse. |
3. Entering Information
3.1. Document Number, Entering a Date
The program automatically generates document numbers. A number is made up of a two digit code for the year, a code for
the type of document (identical to that found in the
Document Types register),
and a series of question marks, which the program will automatically change into
a serial number once the document has been approved. The length of the document
number format can be set in the Administration Panel.
Dates can be manually entered by clicking on the Date field, or selected from a calendar, which will appear if you click the
drop down arrow.
The program enters the current date by default.
3.2. Entering Information in the Document
Header
Enter a warehouse where the program will calculate the new price.
Choose a Department if needed; you can also set a default department in the
Document Types settings. The department entered in the header will automatically
appear in the document's lines.
You are not required to enter a department.
In the Linked Document 1 or 2 fields, the number
and date of documents linked to the issue invoice you are creating can be
entered. The names of fields for related documents can be set in the
Document Types
settings.
Designate a Responsible person and Clerk; when creating a new price change
document, the current user's information is entered by default.
3.2. Entering Lines
Lines/items can also be entered manually or using the Mass Price Change
function in the Wizards menu.
3. Confirming the New Prices
Click the Confirm
button to confirm the new prices.
You can designate a document type, through which new
prices will be recorded, for each individual warehouse.
Upon confirmation, the status of the document will be changed to approved.
The Approved box in the document header will be checked.
General Functions:
Related Topics: