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Add a sales order with product range check

If you use the product range check when adding a sales order, Profit checks if the sales lines match with the product range that you have linked to the sales contact.

If you want to use this function, you must first configure the product range check.

As the sales orders are being entered, Profit checks if articles/assembled items appear in the product range that is linked to the sales contact. A check is also made that the order date falls between the start and end date for the product range.

If you enter an article or assembled item during order entry, you see only those items that are part of the product range; you can select an article or assembled item from this list. When you enter a code manually, Profit Order management immediately checks if it is part of the product range. If it is not, you are immediately notified of this. If, for the sales contact, you specify that you may deviate from the product range then you can add the line. Otherwise, you need to select another article or first add the article to the product range.

If required, change the entry layout so that the Type field comes before the Code field.

To add a sales order with product range check:

  1. Go to: Order Management / Sales process / Sales order .
  2. Click on: New
  3. Add the order.
  4. In the line, select the Type, namely Article or Assembled item.
  5. Select the Code of the article or the assembled item.

    If you have already selected the type, you now see only the codes that are part of the product range.

  6. You receive a message if the article is not part of the product range. In this case, select another article.
  7. Complete the order.

Directly to

  1. Add a sales order
  2. Add a sales order manually
  3. Add a sales order quickly by copying lines
  4. Copy a basic order to a sales order quickly
  5. basic order
  6. Add an order quickly from a basic sales order
  7. Add a sales order to multiple warehouses
  8. Add a sales order for a product range check
  9. Add a sales order with a price agreement
  10. Import sales orders

Process

Product range

Work area

sales