Sales

• Invoicing
• Troubleshooting
• Cancel an issued invoice
• Create an issued invoice for merch order
• Sales orders
• Update price on order sale item
• Replace product on Merch order
• Sales order items
• Sales forecasts
• Historical sales view
• Quotes
• Quote items
• Issued invoices
• Calculation of origin
• Issued invoice items
• Delivery notes
• Shipping lists
• Packing lists
• Incomes
• Compensations

Invoicing

Troubleshooting

Voucher bank transaction not found on issued invoice

• Go to sales order for this invoice and find bank transaction
• Rename voucher to something meaningful (e.g. Voucher payment - Jure Jager)
• Find this transaction on invoice by new name

Cancel an issued invoice

If invoice has already been issued and sent to customer, you need to issue a new credit note. You should not modify already sent invoices!

1. Open the problematic issued invoice and remove all of its items.
2. Update the shipping and financing costs to zero.
3. Change status of the issued invoice to canceled.
4. Change invoice's delivery note status to canceled.
5. Delete shipping list:
   
6. Delete packing list (flow is the same as for deleting shipping list)
7. Go to the Packing work order and open it's material flow.
8. Find all of the write-off documents: 
   

   

9. Open each write-off and cancel it (this will remove write-off transactions from database):
   

   

10. Material is now back on packing work order. Do with it what is necessary.

Create an issued invoice for merch order

10. After the invoice was sent, update the status of order to  "shipped".

Sales orders

Update price on order sale item

This example uses RMA service order SE-00971-2023 RMA-000972-2023.

To change the price of an order item, go to "Order items" section and press the "+" button on the item, the price of which you want to change.

Clicking the "+" open a section under the item, that lists all parts of the order item (sub-items, associated serials, licenses...).

Here, changing the price of the item will update the actual price of the item, and of the order as a whole.

Replace product on Merch order

Step by step guide to change product on "merch" order:

Please note: you will need Order processing, Human Resources and Head of logistics persons to complete this process.

Go to the order's details page and change the order's status to NEW.

Go to the order's packing work order and change its status to NEW as well.

Move the packing work order item to another packing work order. Leave everything empty.

Find the new packing work order and go to its material flow. Find the goods writeoff and click on it. Scroll down and cancel the goods writeoff: 

Now the material can be unreserved from this packing work order.

After the material has been unreserved form the packing work order, the packing work order must be canceled.

With the packing work order canceled, go to work order's issued invoice and delete correct item on it.

The correct item also has to be deleted on the merch order.

After that, add a new item to merch order. Go to Order processing and add the new item to existing packing: 

Then virtually and physically reserve item.

The item has to be written off. This is currently handled by the Web department. Send an mail to web@dewesoft.com)

Change the status of order's invoice to NEW and update it:

Then, change the status of the packing work order to CLOSED.

Lastly, change the status of the merch order to SHIPPED.

After the process if finished, the HR department must update the user's coupon value to reflect the changes on order.

Sales order items

Sales forecasts

Historical sales view

Quotes

Quote items

Issued invoices

Calculation of origin

Keywords: Kalkulacija porekla

Components

• Selling price
  • Price of item on order sale (sales order): The price with the included discount is taken per one piece.
• Material costs
  • Concrete serial numbers and the material used on order items are taken - the country of origin of the material and the purchase price per lot are looked at. The latter originates from receiving.
• Type of product sold
  • The type of product (product or reselling), that is being sold determines, what to perform in process.
• Company country
  • The country, where the company, using the ERP, is located.
• Margin
• • Selling price - material costs.

Process

If product type is reselling, it is always set 100% from the country of origin, which is set on receipt.

If it is not reselling, but instead a product, we calculate as follows: 

• 1. We add up the value of the installed material by country. 
     
  2. We  add up material across the EU and outside the E. 
     
  3. If the margin + material from the company's country is greater than the largest other country, the company's country (Slovenia) is taken.
  4. If not, the country with the largest amount is taken.
  5. If the total non-EU added-up amount is greater than 50% of the sales price (adjusted according to the EU-South Korea agreement), there is no preferential origin.

Issued invoice items

Delivery notes

Shipping lists

Packing lists

Incomes

Compensations