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Juhend HansaWorld Enterprise'i versioonile 8.5  

Default Items

This page describes the Default Items setting in the Sales Ledger.

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The Default Items setting in the Sales Ledger allows you to define sets of Items which will then be added automatically to new Invoices when you specify the Customer. The Default Items will also be added to Invoices that you create from Orders, although they will not be shown in the Orders themselves. You can allocate a different set of Default Items to each Customer (using the field on the 'Pricing' card of the Contact record for the Customer).

To open the setting when you are using Windows or macOS, move to the Sales Ledger using the [Switch Module] button in the Navigation Centre, then click the [Settings] button, also in the Navigation Centre (or use the Ctrl-S/⌘-S keyboard shortcut). When the 'Settings' list is opened, double-click 'Default Items'.

If you are using iOS or Android, ensure you are in the Sales Ledger using the [Switch Module] button in the Navigation Centre. Select 'Settings' from the Tools menu (with 'wrench' icon). Tap 'Default Items' in the resulting list.

In both cases, the 'Default Items: Browse' window will be displayed, listing the Default Item records that you have already entered. Double-click or tap a Default Item record in the list to edit it, or add a new record by selecting the 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android).

Assign each Default Item record a unique Code and Name. In the grid area, list the Items that are in the set of Default Items using 'Paste Special' if necessary. Use one row per Item. Every Item listed in the grid area will be added to Invoices automatically.

An example use of this setting might be to set up a system of courier charges, as shown in the example illustration above (which also include the provision to send a free catalogue with every Invoice). Assign the Default Item record containing the appropriate courier charge to each Customer:

The courier charge and the catalogue should be separate records in the Item register. In the case of the courier charge, the price can be fixed or calculated using an Item Formula (in this example, 10% of Invoice value):

When you specify the Customer in a new Invoice, the Items representing the courier charge and the catalogue will be added to the first rows of the Invoice:

Note that no Quantity will be specified for the default Items. Add the other Items to the Invoice and then specify a Quantity for the overnight courier. A Unit Price of 10% of the Invoice value will appear. Because the overnight courier in this example has a calculated price based on the value of the other Items on the Invoice, you should not enter its Quantity until you have added all the other Items.

When you raise an Invoice from an Order, the Customer's Default Items will again appear, although they will not be shown on the Order or the Delivery. As before, the Default Items will have no Quantity, so be certain to specify one before printing the Invoice and marking it as OK. It is recommended that you take particular care to make sure you specify Quantities for Default Items in Invoices created in batches using the 'Group Invoicing' Maintenance function in the Sales Orders module before printing and marking them as OK.

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