Trade and warehouse
This module comprises several closely cooperating areas of the system, responsible for the handling of sales/purchase quotes, orders, and invoices, creation of sales summaries and complaint documents, and management of warehouse operations.
-
Basic configuration
- System configuration – Trade tab – General information
- System configuration – Trade tab – General Parameters
- System configuration – Trade tab – Barcodes
- System configuration – Trade tab – Trading Periods
- System configuration – Trade tab – Items
- System configuration – Trade tab – Documents
- System configuration – Trade tab – Inventory
- Configuration – Trade/Warehouse – General information
- Configuration – Trade/Warehouse – Units of measure
- Configuration – Trade/Warehouse – Delivery costs
- Configuration – Trade/Warehouse – Weighed codes
- Configuration – Document definition
- Configuration – Permissions
- Configuration – Basic terms
- Documents - General information
- Trade documents
- Warehouse documents
- Discounts
-
Price lists
-
Price lists
- Introduction to price lists
- Permissions relating to price lists
- Defining price lists
- Basis for calculation of price lists
- Differentiating prices by unit of measure
- Diferentiating prices by lots
- Change history in a price list
- Threshold price lists
- Introduction to retrieving prices on documents
- Order of retrieving item prices on documents for received items
- Order of retrieving prices on documents for released items
- Price types
-
Price lists
- Resource management
-
Consignment
- Consignment – general information
- Configuration
- Consignment in documents
- Consignment Sales Report
- Inventory
- IO in consignment
- Corrections to SOR documents issued to consignment warehouse
- Consignment with FIFO/LIFO methods of queuing resources
- Consignment with AVCO method of queuing resources
- Generating WM- from SO
- PO to own consignment warehouse
- Returns of goods in consignment
-
Other features
-
Intercompany transactions
- Configuration of intercompany transactions
- Dedicated fields on documents involved in intercompany transactions (SI, SOR, PI, POR)
- Identification of intercompany transactions
- Principles of creating documents during intercompany transactions
- Blockade of creating documents in intercompany transactions
- Canceling documents deriving from intercompany transactions
- Configuration of warehouses involved in intercompany transactions
- Use of intermediate warehouses
- Handling indirect warehouse receipt in intercompany transactions
- Generating internal documents in the process of intercompany transactions
- Differences between intercompany transactions and BPM process Generate Opposite Documents for Operations Executed Between Companies within One Structure
- Handling of intercompany transactions with selected operator’s permissions
- Value corrections in intercompany transactions
- Intercompany warehouse movements resuming
- Handling internal orders in intercompany processes
- Trading periods
- Complaints
- Packs
- SENT
- Split payment mechanism
-
Intercompany transactions