Tabs
- Company Agent
- Order
- Order > Order Line
- Invoice
- Invoice > Invoice Line
- Quotation
- Quotation > Quotation line
- Lead
Company Agent
Critical Fields
- Name - It will Displays the name of the sales representative
- Business Partner - It displays the company name of the Sales Rep
- Partner Location - It displays the company Location of the sales rep
- Email Address - It displays the Email Address of the Sales rep
- Birthday - It displays the Birth date of the sales rep
- Supervisor - It displays the Supervisor Name of the sales rep
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
Non-Critical Fields
Zoom condition’s
Order
Critical Fields
1) Business Partner: We can select existing/new customer here and this field used to maintain customer who sale the sales order
2.Partner location: This field is update automatically ,based on business partner selection, and also update location manually
3.Warehouse: Product storage purpose ,Select a warehouse were the final product are stored.
4.Date promised: Estimated delivery date of the product to the customer
5.Price list: Price list will be selected in product master once we select the product price list will display automatically and user also select manually
6.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked
7.Terms and condition: This field used for our internal terms and condition updating purpose (Payment terms etc)
8.Delivery Terms : To update the Delivery Terms (By Air, By courier,etc)
9) Delivery Rule: This field helps to select the timing of the delivery
9.1) After Receipt: It requires the order to be paid for before the shipment will be created.
9.2) Availability: This will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not.
9.3) Complete Line: This will generate shipments whenever stock to fulfil any individual order line is available.
9.4) Complete Order: This will create a shipment when the stock to fulfil the entire order is available.
9.5) Force: This will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not.
9.6) Manual: This will prevent shipments from being automatically generated.
10) Delivery Via: indicates how the products should be delivered
10.1) Pickup: After Product is ready to ship customer will take the product by their own vehicle.
10.2) Delivery: Delivery done by the vendor itself to the customer.
10.3) Shipper: The Shipper indicates the method of delivering product via ship, aeroplane..etc.
11.Freight Cost Rule :Method for charging flight
11.1 Calculated : We can calculated the freight cost
11.2 Fix price : Fixed the freight cost
11.3 Included in Price : Already included in the product price list
12.Insurance Cost Rule :Method for charging insurance
12.1 Calculated : We can calculate the insurance cost
12.2 Fix price : Fixed the insurance cost
12.3 Included in Price : Already included in the product price list
13.Packing and Forwarding Cost Rule :Method for charging Packing and Forwarding
13.1 Calculated : We can calculate the Packing and Forwarding cost
13.2 Fix price : Fixed the Packing and Forwarding Cost
13.3 included in price :Already inclouded in the product price list
14.Payment Rule:This field used to select the payment type
14.1 Cash: After receiving the invoice, customer pay the invoice amount through cash only
14.2 Check: After receiving the invoice, customer pay the invoice amount through check
14.3 Credit Card:Payment amount pay to vendor to use Credit Card
14.4 Direct Debit:Payment amount pay to direct vendor account number
14.5 Mixed POS Payment
14.6 NEFT
14.7 On Credit
14.8 RTGS: Payment amount pay to RTGS
15.Payment term:The terms of payment(immediate ,30 days,etc)
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
2.Target Document Type- This Field is used to select the type of the document that you are going to process
Non-Critical Fields
1. Project- If this order is processed against a project user can tag the project for tracking.
2.Campaign:
Zoom condition’s
1.Shipment customer
2.invoice (customer)
3.invoice payment schedule
4 MRP
5.Shipments package plan
Customization
Order > Order Line
Critical Fields
1.Product : To select the product type is item, you can select the multiple product in this line item
2.Quantity : Quantity which needs to be quoted
3.UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
4.Tax : This field is used to select tax either Interstate or intrastate and we can also change the tax.
5.Charge: additional document charge to add this field
6.Discount: If any discount for the product to the specif customer to be used
Critical & onetime setup fields
Non-Critical Fields
1.Project- If this order is processed against a project user can tag the project for tracking.
2. campaign:
Serial number/Lot number (ASI)
In this Field we can set Attribute instance for this product & we not generate serial number in sales order
Zoom condition’s
Invoice
Critical Fields
1.Business Partner: We can select existing/new customer here and this field used to maintain the customer
2.Partner location: This field is update automatically ,based on business partner selection, and also update location manually
3.Price list: Price list will be selected in product master once we select the product price list will display automatically and user also select manually
4.Payment Rule:This field used to select the payment type
4.1 Cash: After receiving the invoice, customer pay the invoice amount through cash only
4.2 Check: After receiving the invoice, customer pay the invoice amount through check
4.3 Credit Card:Payment amount pay to vendor to use Credit Card
4.4 Direct Debit:Payment amount pay to direct vendor account number
4.5 Mixed POS Payment
4.6 NEFT
4.7 On Credit
4.8 RTGS: Payment amount pay to RTGS
5.Payment term:The terms of payment(immediate ,30 days,etc)
6.Sales representative :This field update automatically based on system login through user name
7.Order : Once sales or shipment document number select and save the document this field is update automatically
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
2.Target Document Type- This Field is used to select the type of the document that you are going to process
Non-Critical Field
1.Project- If this order is processed against a project user can tag the project for tracking.
2.Campaign:
3.Place of supply
Serial number/Lot number (ASI
Zoom condition’
1.Shipment customer
2.Sales order
3.Payment
4.Service request
5.View TDS
Customization
Invoice > Invoice Line
2.Quantity : Quantity which needs to be invoice
3.Charge: additional document charge to add this field
4.UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
5.Tax : This field is used to select tax either Interstate or intrastate and we can also change the tax.
6.Price :This field is update automatically when product select or update manually
Critical & onetime setup fields
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
2.Campaign:
3.Unit price
4.List price
Serial number/Lot number (ASI)
If product against attribute is update ,system will be displayed
Zoom condition’s
Validation
Quotation
Critical Fields
1) Business Partner: We can select existing/new customer here and this field used to maintain customer who sale the Quotation
2.Partner location: This field is update automatically ,based on business partner selection, and also update location manually
3.Warehouse: Product storage purpose ,Select a warehouse were the final product are stored.
4.Date promised: Estimated delivery date of the product to the customer
5.Price list: Price list will be selected in product master once we select the product price list will display automatically and user also select manually.
6.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked
7.Terms and condition: This field used for our internal terms and condition updating purpose (Payment terms etc)
8.Delivery Terms : To update the Delivery Terms (By Air, By courier,etc)
9.1) After Receipt: It requires the order to be paid for before the shipment will be created.
9.2) Availability: This will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not.
9.3) Complete Line: This will generate shipments whenever stock to fulfil any individual order line is available.
9.4) Complete Order: This will create a shipment when the stock to fulfil the entire order is available.
9.5) Force: This will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not.
9.6) Manual: This will prevent shipments from being automatically generated.
10) Delivery Via: indicates how the products should be delivered
10.1) Pickup: After Product is ready to ship customer will take the product by their own vehicle.
10..2) Delivery: Delivery done by the vendor itself to the customer.
10.3) Shipper: The Shipper indicates the method of delivering product via ship, aeroplane..etc.
11.Freight Cost Rule :Method for charging flight
11.1 Calculated : We can calculated the freight cost
11.2 Fix price : Fixed the freight cost
11.3 Included in Price : Already included in the product price list
12.Insurance Cost Rule :Method for charging insurance
12.1 Calculated : We can calculate the insurance cost
12.2 Fix price : Fixed the insurance cost
12.3 Included in Price : Already included in the product price list
13.Packing and Forwarding Cost Rule :Method for charging Packing and Forwarding
13.1 Calculated : We can calculate the Packing and Forwarding cost
13.2 Fix price : Fixed the Packing and Forwarding Cost
13.3 included in price :Already included in the product price list
14.Payment Rule:This field used to select the payment type
14.1 Cash: After receiving the invoice, customer pay the invoice amount through cash only
14.2 Check: After receiving the invoice, customer pay the invoice amount through check
14.3 Credit Card:Payment amount pay to vendor to use Credit Card
14.4 Direct Debit:Payment amount pay to direct vendor account number
14.5 Mixed POS Payment
14.6 NEFT
14.7 On Credit
14.8 RTGS: Payment amount pay to RTGS
15.Payment term:The terms of payment(immediate ,30 days,etc)
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
2.Target Document Type- This Field is used to select the type of the document that you are going to process
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
- campaign:
Zoom condition’s
1.Shipment customer
2.invoice (customer)
3.invoice payment schedule
4 MRP
5.Shipments package plan
Customization
Quotation > Quotation line
Critical Fields
1.Product : To select the product type is item, you can select the multiple product in this line item
2.Quantity : Quantity which needs to be quoted
3.UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
4.Tax : This field is used to select tax either Interstate or intrastate and we can also change the tax.
5.Charge: additional document charge to add this field
6.Discount: If any discount for the product to the specif customer to be used
Critical & onetime setup fields
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
2. campaign:
Serial number/Lot number (ASI)
In this Field we can set Attribute instance for this product & we not generate serial number in Quotation.
Zoom condition’s
Validation
Lead
Critical Fields
1.Name : This field is used to enter the new customer contact person name
2.Lead Date : This Field is used to capture the date of the Lead
3.Phone : This Field is used to enter the Customer Phone Number
4.2nd Phone : This Field is used to Capture the Customer Phone Number 2
5.Email address : This Field is used to Capture the Customer Email Address
6.Fax : This Field is used to capture Customer Fax Number
7.Customer name : This field is used to enter the new customer Name
8.Customer location : This Field is used to capture Customer Location
9.Lead source : This field is used to capture the source for the enquiry
9.1 Cold call : By a cold call is the source for this enquiry
9.2 Conference : Company Conference is the source for this enquiry
9.3 Customer portal : Customer portal is the source for this enquiry
9.4 Dealer : By a Dealer is the source for this enquiry
9.5 Email : Company Email as a source for this enquiry
9.6 Employee : By a Company Employee is the source for this enquiry
9.7 Existing customer : Existing Customer is the source for this enquiry
9.8 Magazine : Company in Magazine is the Source for this enquiry
9.9 Partner : By partner is the source for this enquiry
9.10 Trade show : By Company trade show is the source for this enquiry
9.11 Web site : Company Website is the source for this enquiry
9.12 Word of mouth : By Word of Mouth is the source for this enquiry
10.Lead status
10.1 Cold - Cold is the current status of the lead in the Entire cycle
10.2 Converted - This status defines that the lead is converted in the cycle
10.3 Expired - This status defines that the lead Time expired
10.4 Follow up - This status defines the lead is still in follow up
10.5 Hot - This status defines the lead is in a Converting Stage
10.6 New -This status defines the lead is new
10.6 Recycled - This status defines that the lead is Reworked
10.7 Warm - This status defines a normal lead stage in the entire cycle
10.8 Working - This status defines the lead is in IN progress
11. Lead Source description - Short Description of the lead source
12.Lead status Description - Short Description of the lead Status
13.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked
Critical & onetime setup fields
1.Organization:This Field is used to select the organization name
Non-Critical Fields
1.Campaign
2.Comments