General Description of the Feature
Offer
This feature deals with the enhancement of the Retails Sales Offer to include the possibility of creation and addition of manually created items.
Within the Offer page a new action button "Add Manual Item" is added (bottom right) of the Document lines section. By selecting this action a new item line is added in the document lines and this item has:
- the code of the template item
- the description of the template item
- VAT Group based on the calculation made through the VAT Matrix and the VAT Product Group the template item has
- Price = 0.00
This item can be Edited or Deleted through the row actions and in the Edit pop-up the users can change the Item:
- Description
- Net or Gross price
- Discount
- Quantity
- VAT Group
After any change the Item line in the Document lines section will reflect these changes.
All the custom and manually added items are calculated properly in the totaling block of the offer and are printed along with the rest of the Document lines.
Gross Margin
If this Gross Margin calculation is activated and configured properly (the Item Group of the template Item should be part of the Accessories section), then after the Offer creation the Gross Margin tab in the Sales Process page displays the calculation of it.
In the Gross Margin tab, an new column is added: "Margin Value" = Revenue - Cost
The Cost, Revenue, Margin Value and Margin (%) are calculated based on the cost and price added manually in the custom items during the item line edit.
Cost of the above displayed manual items is: Custom Item 01= 50€ & Custom Item 02= 100€
If the Gross Margin approval is also activated in the relevant Workflow, then the Approval page will include the same information and calculation as the Gross Margin tab of the sales process page.
Business Benefit
Due to big variety of possible extra options and suppliers of extra items, a need to support generic extra dealer items without pre-installed description and price is supported with the development of this feature.
Configuration
For this feature configuration the following are mandatory:
- Creation of the Item Group (/SetupEntities/ItemGroupGridList) that will be used for the Custom/Manual Item and for the Gross Margin configuration
- Creation of the Item (/Item/ItemsGridList) that will be used as a template item for the Custom/Manual Items
- Gross Margin setup: addition of the Item group in the Accessories section. (/GrossMargin/GrossMarginSetupForm)
Setup Keys:
- EnableManualItemAddition (true/false)
- ManualItemTemplateCode (Template Item Code)
Add Comment