AX

Supplementary item is an extra item that is added to the sales order line when a certain quantity of item is purchased or as a bonus. Product information management – common – release products ·         Select the product for which you must add a supplementary item. Click supplementary sales item option that is in the sales module. After that, this page would appear u have to select item code as tables , if you select all (this is for all the customers that who are purchasing the item that supplementary item is added), if you select group (this is for the group of customers). ·         You have the give the customer account in the account selection. ·         Multiple quantity in for the quantity is divided by the given number. ·         Optional is for that the item is for optional purpose. ·       ...

  First go through the return order and create a new return order. Sales and marketing - common - return order - all return order   Select the customer that you have to make the replacement order    Select the item from the sales order or u can enter directly .   Go through the update line for registration.   Select the disposition code: due to the return order you have to select replace code: Replace and scrap : Scrap the returned item & replace it with new item and credit the customer account. Replace and credit : Replace the returned item with new item and credit the customer account.     Go through the return line and click the replacement item .   Create the replacement item and fill the quantity that is required.   Then as usual sales order process should be done. Two sales order will be created ,one is for return order and other one is for return sales order.            ...

  Delivering a product to customer directly from vendor.   First create the sales order to the customer, as usual the sales order process should be followed.     After selecting the sales order items, click the direct delivery option.     In the create direct delivery tab, select the vendor that is who you have to collect the product. And make sure the include box is filled.     After creating direct delivery, the message will be delivered as purchase order is created.     Then the purchase order tab opens, click the purchase order option and confirm it.               Then the sales order tab opens and confirm it and do the process until invoice ( both in sales and purchase order – alternatively)   After confirming the status will change into delivered.   After product receipt ,the purchase order status changes into received.               I...

   Steps ü   Prospects to customer ü   Create a quotation and convert it to order ü   Confirm it ü   Item creation ü   Packing ü   Invoice ü   Payments       Modules -> Sales and marketing -> common -> prospects -> all prospects.   Creating new prospect   Fill the prospect details (such as name, address, contact details etc)   -> save and open (in prospects). If this company may not be a customer still so we are creating a prospect. If you are creating a sales order for a customer u can directly select the customer account and u can go on with a sales order process.     Fill the details that is necessary and there would be other details ,it must be filled.   Creating sales quotation :    Sell -> sales quotation -> check the details and click ok The quotation will be updated, and it will sent to the customer. If the quotation is se...