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Adding Processes to a Sales Order

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Read First: Adding an Item to a Sale

 

See Also:      Processes Introduction

 

Introduction

Processes are pre-created with selling prices and can have different prices for different quantities. When you add a Process to a Sales Order the selling price will be set by the Processes Price List and will change depending on the quantity you are adding if you have set qty price breaks.

 

The program allows you to add new Processes for the Job Item screen so that your process price lists can be added to and developed as you work.

 

Say a customer comes in and asks to have a Whistle engraved and there is no set price fro whistle engraving. You can determine a price and add it to the systems price list while you are serving the customer. Once you have added it once it becomes part of the price list so any sales staff can sell a whistle for the same amount creating consistency in pricing and less interruptions to management.

 

Adding Processes to an order

 

1.      Enter the quantity required and press Tab

2.      Press P and arrow down to select Process and press Tab

3.      A new window field appears 

 

 

 


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