Customer Price Check
Use this feature to check on the stock item sell price for a particular customer, the product's availability at multiple locations (if Multi-Location Stock Control is activated) and to estimate availability if the product must be ordered .
To access this function go into the customers area and from the customer's menu select View|Customer Price Check.
Buttons
Add
Press the button to add the product listed in the Product field to the Tag List.
Delete
Press the button to remove a product selected on the Tag List. You must press the tab button in order to see the Tag Lit.
Quote...
Pressing this button will close the current window and transfers all tagged stock items to a quotation.
Pricing
Account
Enter an account code to check a price for a specific customer account. If you don't wish to enter an account code move to the account name.
Name
Enter the account name if you have not entered an account code. If you do not specify an account code or account name, the product sell price will be based on the default (normal) sell price.
Product
Enter the stock item/product code or move to the description field if you do not know the stock item code but do know the product description.
Description
Enter the stock item/product description.
Always
cross-check the product code when checking by description as it is possible to have more than one product
with the same description.
Date
Enter the intended sale date if applicable.
Qty Required
Enter the quantity required here if applicable. Since the price of an item may be affected by the quantity break it is important to enter the actual quantity the customer intends to purchase in order to arrive at the correct price.
Once the above information is supplied, CAPITAL will list the unit sell price, unit tax amount (if taxes apply), the total sell price including tax and the discount name, if applicable.
All prices are shown as unit amounts. The quantity break is not automatically used to calculate the total
quantity sold by the unit price. If you need to calculate a quantity price press F4 and use the pop-up
calculator.
Availability
Once a product has been selected you can check on its availability by clicking on the tab button and then pressing the button.
The availability calculator determines if the stock item is available now or if it has to be ordered in. If it has to be ordered in, the calculator gives an estimate on the time it will take for that product item to arrive.
For information on how the availability estimate is derived consult the topic: Stock Availability Estimate
Availability & The Back Order Control Centre
If the availability check is called from the Back Order Control Centre, CAPITAL provides an estimate for the currently selected order. When comparing the current back order to other back orders in the system the date of the back order is used to determine priority, unless the forward date is different from the order date. If this is the case, the forward date is used to determine priority.
A
Forward order is an order that is marked with a date to indicate that stock is not to be allocated to
it until that date arrives. A forward ordered back order will not be released until the current system
date equals or exceeds the forward order date.
Back orders that are placed on hold are ignored by the availability check. That is to say, they are not considered to exist for the purposes of the availability check.
Tags
All tagged stock items are listed in this window. Select any item from this list to view its details in the panel. For more information on tagging consult the topic: Stock Tagging.
To
view stock information such as free stock available, lead times, the quantity on back order, the quantity
on purchase order and so on, press the button to add the item to your
Tags List. Then select it.
Locations
Once a stock item has been selected press the tab button to view availability information at all available locations. This panel only appears if Multi-Location Stock Control is activated.
Location
The stock location code.
Free
The stock that is available (free) for sale. This is physical stock less any stock that has been allocated to customers. Allocated stock is stock that has been reserved for customers but not yet shipped out to them.
Back Order
The stock quantity on back order.
On Order
The stock quantity presently on order from suppliers.
Next
The next expected arrival date of this stock if it is on order from suppliers.
Lead Time
The lead time of the stock item. This is the number of days it takes for the goods to arrive once it has been ordered. A lead time may be assigned to each individual stock item in Stock Control or it may be specified by supplier.
Purc. Unit
The standard unit of purchase. This is normally the minimum purchase that you are permitted to order from your supplier. This is defined by individual stock item in Stock Control.
Allocated
The quantity of stock that has been allocated (reserved) for customer but not yet shipped to them.
Stock In
The quantity of physical stock available. (Some or all of this may already be reserved for customers.)
Warehouse In
If the Warehouse Manager is installed, this is the quantity that has arrived in the warehouse but has not yet been formally received into stock.
Transit In
If the Enterprise Edition is installed, this is the quantity that is pending transfer into the current location but has not yet arrived.
Hints & Tips
The button will be disabled if you are accessing this utility from an open transaction.
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