Sales job items

Sales job items

A sales-job item is a row that records the product content of the job. Item work sits in the sales flow that moves through its sales stages and into fulfillment.

Before you start

Have the sales job open and ready to edit. The record uses Salesperson Responsible and Product Type as required fields, and the item area contains the product description, unit, and quantity. The record can also show additional job details; the visible fields and required markers depend on the current panel and company configuration.

Prerequisites

The record can also show Save and Save and Close. The item panel may expose fields that depend on company configuration, so use the fields and required markers shown on your screen.

Open the relevant Inquiry, Offer, or Order panel and expand it before you work with its item rows. If the panel is collapsed, its item controls are not visible.

Find and open the sales job

The inquiry list is the starting point for opening a sales job. Choose the tab that matches the work you need to open.

Prerequisites

• You know which saved sales job to open.

Steps

1. Open the inquiry list from the Sales workspace.
2. Choose the path that matches your work.

3. If you chose Add new, select Potentials.

Result: The saved sales-job record or the new potential form opens.

Understand the item surface

The item surface is the part of the sales-job record where each row describes product content. The record view shows the columns Item Description, Unit, and Qty. The record also shows Save and Save and Close.

The item work connects to several areas of the record:

An item mode is the choice between Package and Unitized. The item controls also include + Item and Reset Item where the surface offers them. The available item mode and the values initially shown depend on the job state and the fields available on the surface.

Add item rows

Use an item row to state what product is part of the job, which unit measures it, and how much is needed. The item description is required. The quantity accepts values from 0.1 through the configured maximum.

Prerequisites

• The sales-job edit record is open.
• You know the product description, unit, and quantity to enter.

Steps

1. In the items grid, select Item.
2. In Item Description, select the product for the new row.
3. In Unit, select the unit for the row.
4. In Qty, enter a value from 0.1 through the configured maximum.
5. Choose the item mode that the surface offers.

6. Select Save.
7. When working from a saved new potential, select Receive inquiry to continue the inquiry flow.

Result: The item row remains in the item grid with its Item Description, Unit, and Qty values.

For a new Unitized Inquiry, Offer, or Order row, the starting quantity is 1 and the starting unit price is 0.

For the worked request, enter quantity 40 for the DN150 electric valve actuators at the quantity step.

Price the item and review delivery details

Pricing tells you the commercial value of the item; delivery details tell you how the job carries that item toward fulfillment. Where the pricing fields are available, the area includes Unit Price, Item Price, Discount limit (%), Discount (%), and Currency. Offer and order details also include Delivery Time and Delivery Term.

Prerequisites

• An item row is present.
• You have the commercial values and delivery details to enter or review.

Steps

1. In Unit Price, enter or review the price for one unit.
2. In Discount (%), enter or review the item discount.
3. Review Item Price.
4. Review Currency.
5. In Delivery Time, enter or review the delivery period.
6. In Delivery Term, select or review the delivery term.
7. Open the cost or margin area you need.

The delivery and commercial fields can be required only where your company configures them. The commission and margin fields appear in their respective popups; the commission fields include Percentage, and the margin fields include Agreed Margin Amount.

Result: The item row shows the available pricing and delivery values for the current sales-job stage.

Use Unitized and Packages lines

Unitized and Packages are item types that change which commercial values the Offer and Order grids accept for a line. The Inquiry grid does not offer the type switch.

For a Unitized line, the calculated total is unit price multiplied by quantity, less the discount. For a Packages line with a positive total price, the panel calculation uses quantity 1, copies the total to unit price, and resets discount to 0.

Selecting a product disables the Unit cell. When the grid is otherwise editable, the total-price cell remains available for a Packages line.

Handle item branches and locks

The same item row can behave differently as the job progresses. The item grid can become read-only according to the offer stage, order stage, edit mode, and approval state. Purchase-package and purchase-order activity can also prevent later item changes.

An Order with invoices cannot accept a new item line. In that Order grid, Qty, total price, discount, and tax are read-only.

Prerequisites

• The record is open at the stage where you need to change the item.
• You can see the item controls for that stage.

Steps

1. Check the current stage shown in the sales-job record.
2. Check whether the item row controls are available.
3. Edit an available item field, such as Qty.
4. Select Save.

Result: The row remains editable when the current stage and related work permit the change; otherwise the applicable lock message identifies the blocked operation.

Follow item values into delivery and invoices

Item values continue into downstream work. A partial delivery reduces the original item's quantity and creates a second item for the shipped quantity. Invoice creation copies quantity, unit, unit price, discount, tax, and total into invoice items.

Note: A new item in an Order can also update bill-of-material details; a changed quantity can notify the project manager when the item has bill-of-material products.

Save the item changes and resolve validation errors

Saving checks the item rows and returns a message when the change succeeds or when a rule blocks it. Use the exact message on screen to choose the correction.

Prerequisites

• The item row contains the values you want to keep.
• You can select Save or Save and Close.

Steps

1. Select Save.
2. Look for Your request was completed successfully after the save.
3. Select the corrective action for the message shown on screen.

Result: The item changes are saved when the success message appears; otherwise the displayed message identifies the value or item condition to correct.

Continue the sales job

After item work, the sales job continues through its stage flow or through a related work area. Continue complete lifecycle, purchasing, invoicing, delivery, or profitability work in the owning area.

Result: You know which sales-job stage or related work area to open next.