The Sales Options control the behavior of the features and the functionality of the sales order entry, inventory availability calculations, price setting options, and sales reporting.
In Sales Options sales reps can be restricted so that they are only able to see information and enter sales orders for the customers that they are assigned to. By setting the Limit Sales Rep Customers field to Y (Y=yes), sales reps will be limited to their customers only, based on the user ID assigned to the sales rep.
The sort order of customer selection box, order history, and ability to modify customer contact information is controlled in Sales Options. Freight terms and freight type overrides can be limited for all users or for specific users through User Options.
Lot numbers for lotted items can be assigned to sales orders by several different methods:
Selling prices can be entered at a later time if desired, and the order status left as opened and shipped until the prices are entered. This allows the user to enter and ship the order but not invoice it until selling prices have been determined. Items on the shipped order are removed from inventory; however, the order cannot be invoiced until the "price later" flag has been set to "price now" and the selling prices entered.
A customer specific item can be automatically added to or "rolled on” to an order – for example, a fuel surcharge, delivery charge, or freight item.
Within Sales Options, users can decide whether current actual or standard cost are to be used if price checking/cost checking is set to warn (W=warn users the selling price is lower than the gross profit percentage entered) or prevent ( P=prevent an item from being added to an order if it does not exceed the gross profit percentage entered).
Net•Yield keeps track of the actual on-hand balance (what is in stock before demand on sales orders, expected purchases, production and/or transfers) and the available balance (on-hand less demand on sales orders, expected purchases, production and/or transfers). See the Inventory Availability fields. For example, the ordered balance on sales orders can be deducted from the on-hand balance, the balance expected to be returned on credit order or received on a purchase order can be added to the on-hand balance, depending on the settings entered in the Inventory Availability section of Sales Options.
The Pricing Uses Markup option in Sales Options allows users to automatically apply the item markup one, raw material cost, and finished goods yield to the cost when setting selling prices. An external database or ESI file can be created to store the costed raw material and yield percentage used to calculate the selling price.
The base price 1-8 field names can be assigned to each base price column, making it easier to identify what each base rice is being used for.
Also see Shipping Options and User Options for more information on other sales order options and controls.
Use the Available Actions links below for more information.
| Available Actions | Changing | Forms |
Security Required : System - System Administration
| See Also | Used In |