table of Contents
New Customer
New sales price data
New sales orders (installment)
New sales orders (credit)
Query Sales Orders
Change Sales Order
Generate Ship Notice (installment)
Generation ship notice (credit)
Check shipping notice
New Customer
Case
erplabs the whole company added customers in the ERP entry.
| client's name |
Currencies |
tax rate |
Remark |
| Long Customer |
Renminbi |
17% |
Installment billing receivables, credit, invoices |
| Tiger customers |
Renminbi |
17% |
Installment billing receivables, credit, invoices |
| US Citigroup |
US dollar |
0 |
Installment payments, foreign currency, deemed credit |
| Indian elephant |
US dollar |
0 |
Installment payments, foreign currency, deemed credit |
Double-click to enter the next screen
New point, go to the next screen
Enter the code, name, value-added tax rate, other optional input according to the situation, accounts payable data point page, go to the next screen
You can enter payment terms, save.
New sales price data
Case
erplabs machine sales price of unity is maintained by specialized personnel, sales price according to background configuration is to maintain the tax unit, according to the following entry in the ERP tax price details and pricing strategy is to increase customer materials, ie the same product of different customers can set different price.
| client |
product name |
Tax price |
Currency |
| Long Customer |
A black finished |
600 |
Renminbi |
| A finished White |
600 |
Renminbi |
|
| H Gold finished |
900 |
Renminbi |
|
| Tiger customers |
A black finished |
600 |
Renminbi |
| A finished White |
600 |
Renminbi |
|
| H Gold finished |
900 |
Renminbi |
|
| US Citigroup |
A black finished |
100 |
US dollar |
| A finished White |
100 |
US dollar |
|
| H Gold finished |
150 |
US dollar |
|
| Indian elephant |
A black finished |
100 |
US dollar |
| A finished White |
100 |
US dollar |
|
| H Gold finished |
150 |
US dollar |
Double-click to enter the next screen
Point OK, proceed to the next screen
Price plan selected "customer + material" price policy, point the Modify button, go to the next screen
In the view of the developed customer hierarchy, select the Beijing dragon customers, the new point, go to the next screen
Headband out single customer, document body material lines of code Press F7 to be elected to the selling price of the product, with the names and specifications, to enter the currency, quotes, commencement date, save point. Return to the previous screen review.
The figure is quoted in US dollars foreign customers the same product
New sales orders (installment)
Case
Sales orders based on customer demand, the new ERP sales order, details of new orders based on the following installment sales, pay attention to the election when the new way of selling installment sales, attention processing rates. Facilitate subsequent accounting process.
This case is more complex simulation of business scenarios, installment sales both have the same customer credit, but also regarded as installment sales credit when the need to open invoices, invoice payment installments can not spread again to confirm costs and revenues ; further simulations based rate out invoices or ordinary invoices.
| method of sales |
client |
Currency |
product name |
quantity of order |
Tax price |
Total ad valorem tax |
tax rate |
| Installment |
Long Customer |
Renminbi |
A black finished |
100 |
600 |
60000 |
17% |
| A finished White |
100 |
600 |
60000 |
17% |
|||
| H Gold finished |
100 |
900 |
90000 |
17% |
|||
| Installment |
Tiger customers |
Renminbi |
A black finished |
100 |
600 |
60000 |
17% |
| A finished White |
100 |
600 |
60000 |
17% |
|||
| H Gold finished |
100 |
900 |
90000 |
17% |
|||
| Installment |
Indian elephant |
US dollar |
A black finished |
200 |
100 |
20000 |
0 |
| A finished White |
200 |
100 |
20000 |
0 |
|||
| H Gold finished |
200 |
150 |
30000 |
0 |
|||
| Installment |
US Citigroup |
US dollar |
A black finished |
300 |
100 |
30000 |
0 |
| A finished White |
300 |
100 |
30000 |
0 |
|||
| H Gold finished |
300 |
150 |
45000 |
0 |
