3.0 Line Items

Line items Menu displays items, which was created in Sales Order Menu. Users is not able to create new order in this menu, but they can edit items.

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User can edit the order by clicking the chosen item. It will direct the user where there are few tabs to edit.

  • Item Details Tab

  • Stock Availability Tab

  • Costing Details Tab

  • Pricing Details Tab

  • Issue Linking Tab

  • Doc Link Tab

  • Ecomsync Tab

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3.1 Line Items - Item Details Tab

Item Details Tab includes six separate tabs in it.

3.1.1 Main Details Tab

In this Tab user can edit or add:

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  • Item Code

  • Item Name

  • Membership start date

  • UOM - choose from dropdown list

  • Pricing Scheme

  • Unit Price STD(exlusive of tax)

  • Unit Price STD(inclusive of tax)

  • Unit Discount

  • Quantity Base

  • Unit Price STD by UOM(exlusive of tax)

  • Unit Price STD by UOM(inclusive of tax)

  • Unit Price Transaction by UOM(exlusive of tax)

  • Unit Price Net(exlusive of tax)

  • STD amount(Unit Price and Quantity)

  • Discount Amoun(exlusive of tax)

  • Amount Net(exlusive of tax)

  • SST Code - choose from dropdown list

  • SST/GST/VAT

  • Tax Amount

  • WHT code - choose from dropdown list

  • WHT

  • WHT amount

  • Unit Price Transaction(inclusive of tax)

  • Txn Amount

  • Remarks

3.1.2 Delivery Instructions Tab

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Delivery instructions:

  • You can enter instructions for the delivery of an Order

  • Specify the delivery date requested by your customer.

Delivery message card:

  • You can also prepare the delivery message card for the receiver.

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3.1.2 Department Tab

Users click "Copy from Hdr", it copies from Department Hdr Tab in Sales order menu.

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3.1.3 Delivery Details Tab

The requested delivery information for the Products specified in the document, including multiple delivery dates (if applicable), location, and responsible person details.

Users also can require delivery or not - choose from dropdown list.

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3.1.4 Delivery Trips Tab

List of Delivery trips report for the particular sales order is displayed here.

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  • Trip No: A unique number generated and assigned to a scheduled trip.

  • Driver Name: ”Coach man” or "vehicle operator."

  • Vehicle No: A series of letters and numbers assigned to a vehicle, at the time of registration.

  • Job Start Date: The official date on which a person begins their delivery job.

  • Job End Date: The official date on which a person finishes their delivery job.

  • Delivery Status: If the delivery item was successfully delivered to the addressee.

  • Recipient Name: The person’s name that receives.

3.1.5 Membership Points Tab

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This tab is used to manage membership Points:

  • Point Currency

  • Point amount

  • Valid Date from

  • Duration(days)

  • Valid Day to

3.2 Line Items - Stock Availability Tab

Stock availability tabs allow users to check whether the products are available in-store.

User can see:

  • System Block Balance

  • Previous Sales order

  • Current Sales Order

  • Stock Availability

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3.3 Line Items - Costing Details Tab

List of Costing Details for the particular sales order is displayed here.

  • Company Code

  • Location Code

  • Quantity Moving Average Unit Costing

  • FIFO Unit Cost

  • Manual Unit Cost

  • Last Purchase Unit Cost

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3.4 Line Items - Pricing Details Tab

User chooses UOM from the dropdown list and can see the pricing details from the listing below:

  • Pricing Scheme Code

  • Pricing Scheme Name

  • Unit Price

  • Modified date

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This tab is used to track issue by:

  • Project

  • Issue Number

  • Issue Summary

  • Issue Description

  • Assignee

  • Created Date

  • Resolved Date

  • Status

Doc Link Tab is used to show either the selected line item have link with other Gen Doc Line Item.

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3.7 Line Items - Ecomsync Tab

Ecomsync Tab is used for displaying the information on line level for Ecomsync.

This tab includes four more tabs in it:

  • Details

  • Printables

  • Image

  • Shopping Carrier

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