User Manual 2.2/Product Management Rules/zh cn

仓库与库位

仓库窗体

库位标签页

Storage tab

产品交易标签页

定义

仓库和库位窗体记录产品的存放位置，同时也创建了一条运输路线。

标签页

• 仓库: Defines a new warehouse with all relevant details. The application is multi-warehouse, as such the user can use the warehouse tab to introduce one or many warehouses of the organization.

• 运输路线: Defines a delivery route if items are to leave the warehouse along one route. Users can create a list of customers and the quantity of the products to deliver. This is especially useful when working with on-site handheld devices (Route Accounting).

• 库位: Defined location options for a given warehouse. Several warehouses may be defined, each of them in a different location and with the structure of storage bins, identified by aisle (x), bin (y), level (z).

• 存储点: What is located in the exact location. Multiple products may be in one location. This is an automatically generated area showing inventory found in a specific locator. It can only be updated through physical inventory.

• 会计: Updates Econ/Financial Management if configured to do so.

• 产品交易: Describes any transaction (materials receipt, shipment, used in production), that interacted with a selected warehouse.

计量单位

Unit of measure window

Tabs Unit of Measure: The user defines all non-monetary versions used in the in application. Conversion: The user defines all conversions among measurement units. 流程信息 These conversions must be direct. If A and B are converted together, and B and C are converted together, this does not mean that naturally A and C are converted together. The definition must be made explicitly.

产品类别

Product category window

Definition The Product Category window allows the user to define different product groups. These groups can be used to generate price lists, define margins, and easily assign accounts to products. Tabs Product Category: The user can define each group or family of products to be used in the business. Assigned Products: The user can see all products which are part of a selected category.

折扣模式

Discount scheme window

Discount scheme line tab

定义

The Discount Scheme window allows the user to create a logical method of updating and creating price lists.

Tab A price list scheme calculates new price lists versions of price list making operations. These operations are established in the price list line tab, on the list of prices for a determined price list. This way, having to update each one of the prices of the catalog manually is avoided.

流程信息

• A clear example can be the rise of prices at the beginning of year, where many products increase in value (for example a supermarket that it wants to increase the IPC to its products). Instead of going one by one, a scheme with a line is created that increases the price by a desired percentage.

• In a discount scheme, the different sequential lines are executed. This allows users to, for example, raise a percentage all products of a list in forward edge of price updating. They can also subtlely raise the price of products of a certain product category.

• In the Price List scheme, different lines are executed sequentially. This allows the user to raise a percentage all products of a list in the first price line. They can then return and add more value to products of a determined product category.

• If the percentage introduced is positive the price goes up and when if it is negative the price goes down.

• References allow to choose business partners, product categories, products, etc. to which the discount line are applied.

价目表

Price list window

Price list version tab

Product price tab

定义

Prices List is a catalog of product prices. The user can define different prices lists for the same products for given partners. From each price list, different updates can be made. It is also possible to make price lists schemes to calculate price lists in a simpler way.

流程信息

• All price lists have three prices per product: price list price, standard price, and limited price.

• It is possible that a newly created price list version be dependent on the other already existing price list version – Base Version. In such case the products are introduced automatically from the Base Version. In the contrary case it is necessary to introduce the products manually.

• The Base Version contains the prices that are used to calculate new prices for the new price list version using the desired Discount Schema.

价格调整

Price adjustments window

Tab Allows the user to define sales price adjustments for a desired period of time. Price adjustment is a price reduction (fixed, variable, or defined by the user). 流程信息 Price adjustments can be applied to various business partners, business partner groups, products, or product categories. Price adjustments can be applied either only to the selected business partners, products, etc. or all except those selected. Business Partner Groups, Business Partners, Products, Product Categories, and Price lists to which the Price adjustments are applied are chosen in the corresponding tabs.

Shipper window

Freight tab

Freight category window

承运人

Tabs

• Shipper: The business partners that that are shippers are defined.

• Freight" The Freight Amounts for the shippers are defined indicating the origin and the destination country/province. Each freight is defined for a period of time and is based on origin, destination, and quantity.

运费类别

Tab

The user can define different types of prices lists used to calculate the Freight. In the Freight Category, Freight Units(pallet/product units) and the line round are defined.