Sage BusinessVision v2014 User Manual volume 2 of 2
Contents
1. price or enter the Details Unit of Measure Pricing Extended Info Summary Image 0 S 0 s History P O P O History gece Gute Pa b Margin to populate aja E x Ei Customer Specific Pricing CD 204 x the new Selling price iame TE TE Do not apply eS ee E F product specific o l a discount this Description Compact Disk Player with Autoskip ae Unit of measure fa wN relates to the Product Code Discounts explained in Inventory Details Quantity Breaks Selling Prices Previous Selling Prices Selling price 313 70000 Do not apply product specific discount chapter 5 of the Section 1 Training Manual gt a E ieee ee Regular price 31370000 Statdate 00 00700 Use lowest selling price if there are any Magn z BZ Enddte 0000 i Cost price 200 07000 T Automatically delete price after expiry discounts for this customer or for this inventory item in the form of product _ specific discounts quantity discounts or special prices they may result in a price that s lower than the customer specific price you re setting up If you want the customer to always get the lower price check this box otherwise they will always get the Customer Specific price no matter what Start End date this function allows to time this specific price Automatically delete price after expiry once the price expires based on the End date the system stops using it but it stays in amp Custome2. 416 498 2381 Ext 225 j st S ACME Acme Electronics Corp 905 595 3343 E xt sa i ACTECH Access Technologies 51 4 364 8080 Ext al New Note if you want to create a simple note in BCAUDI Briish Columbia Audio 604 685 1212 Ext 556 CANSPK Canadian Speakers Limited 416 656 3300 Ext the Notepad click on the New E icon and then J type into the lower section i Notes for Casas EE ms of the window Bs i gn gt Fy New Attachment click the downward arrow beside the New icon and select New Attachment September 2013 CPolyzotis amp Associates Page 7 4 Sage BusinessVision v2014 User Manual volume 2 of 2 CUSTOMPACK Lee Operation using the down arrow select from the following options Create amp Attach opens up the program associated with the Attachment type selected so you can create a new document spreadsheet image etc and it will automatically attach when you save it Attach lets you browse your Attachment x computer or network for the file you s peration Create amp Attach o a wish to attach itive hve a Create only opens up the program Subject ACE associated with the Attachment type Folder C BUSINESSVISION DEMO Documents selected so you can create a new File name CUSTACE20110617080208 document spreadsheet image etc esed ae but it will not attach Attachment type for any of the Create Template Select template options above choose
3. from the following P F file types Microsoft Word Document OK __ Canca Hep Microsoft Excel Worksheet Text Document uses Microsoft WordPad or Notepad Bitmap Image Subject this field brings in the code for the record you are creating the attachment for which may be edited Folder the default folder is c ousinessvision Documents but this can be changed File name the system gives each new attachment a name number which may be edited Use template when selected template options become available where you can create and use a New template or Select template to use with the option of editing it first once all options are selected click on OK E3 Customer Details Untitled WorkBook a alm G ai ie e oo The WorkBook is used to create additional Customer No information fields throughout the Name BusinessVision modules used for reference and or for setting into customized reports and forms Order Details 0000700547 Each module s WorkBook consists of up to 5 a SF m WorkSheets tab pages and up to 50 fields across MOP O ae those sections customer 9 Name Access in all modules on the top icon menu and Shipto ID Same as biHo Q Name SU beside the record browse buttons September 2013 CPolyzotis amp Associates Page 7 5 Sage BusinessVision v2014 User Manual volume 2 of 2 I CUSTOMPACK 4 New WorkSheet each WorkSheet is a separate section in the Work
4. Book with its own tab and its own set of fields open the WorkBook Browse using H or IE click on New E Customer Details ACE o x WorkSheet l D E h x G s a e gt I click on Properties o F Customer No Ac ive M click into the Label Fam field and type in the Cust WorkBook Browser x desired name of the Address Details Ship to Taxes and file view Tools py new tab Customer No o Ll click OK WorkSheet Properties x a New WorkBook Field click New from the WorkSheet Properties window Field name used in customizing Label Marketing Pasition 1 reports and forms Field Properties aD Field name type In the identifier WorkSheet Field Properties x name bo General Validation Formatting S Label the name that displays to Te bn users who access the WorkBook can be the same as Field name a inoaii bocinas ll Field Type pcre G p 1 TextBox includes the Feld type Date Symbol following field categories i A Meskedton f o Numeric makes available D o some formatting and gt mmer vanaanon MODY validating options such as C Presence check lt 20 decimal places and C Range check neg ative number mig value 0 Cancel Hep appearan ce maximum value 0 Validation Formatting you can set a minimum and or maximum value for entry into that field o Currency makes available the formatting and validatin
5. Sage BusinessVision v2014 User Manual volume 2 of 2 I CUSTOMPACK This dynamic BusinessVision add on consists of 5 powerful elements Customer Specific Pricing WorkBook Mail Merge Document Linking and SuperTicker Together with BusinessVision32 these packets create an environment for unlimited reporting pricing and referencing capabilities Activation System Setup x BE System Setup gt Company gt Seam pon F Supe CustomPack ae click on the Active check box to turn on recor aaa Customer Specific Pricing p aa Document Linking Fia ranes tome 4 additional optional components orro Essen A SuperTicker ene B inigo Mail Merge Sno E oda Code WorkBook S Bese Workbook required check which module s Coen o require mandatory completion of one or all of hans any workbook fields created explained later Byw in this chapter For example If the r i Customer module is checked no person can lt save a new customer record without first filling in one of the workbook field s in that module E Customer Details ACE loj x Customer Specific Pricing aax EBE e n Customer Specific Pricing can be ae fe viewed and maintained in 3 areas 1 Customer Details module select your customer click on 2ed E Customer Specific Pricing ACE xl the Specific Pricing tab and oe enter pricing in one of two u pa i ways nannies BB a New price aes as Piper wah Aut
6. cnsemmmnaesesnaenummnesennnesemenanesssme amnmanesnnnesemanessssennanecnennsscmemansmessscnmumannis wsememnsnessanemmmnsese essecammansiesesscmmancsenssnanany wnnssssnmnnsassnannanmmnaninimacssemmascsacmsnnammannsmesnemmmacsaseannemmmnains aamen eannan aenema neemen eannan Ace Electronics FX 280 Allin one Printer Scanner Co EA 295 00000 Downtown Stereo Mart Ltd EN BATD Energizer ACCU Rechargeab PK 9 49000 i Selling Price Compact Disk i Pas with Aut a Ace Electronics Energizer ACCU Rechargeab PK DOWNTN Downtown Stereo Mart Ltd 9 49000 Allin one Printer S canner Co Ace Electronics amp Customer Details ACE loj x B E x GB Ba S le e p pl Document Linkin Customer No Link any type of document Microsoft Address Details Ship to Taxes and shipping Info Sales information Accounts Receivable 0 s S 0 s History Specific Pricing Ive Axan B 9 Word Excel images audio files ts sate teers state oe tp Enea ___ website links etc to any record or 3 Feb200 0N 450000 BV z lol x transaction in all modules where the Notepad or Notes is accessible Access in one of 2 ways 14 Feb 2010 01 45 00 00pm BY E Customer Mini Browser Ses B EH 2 Stata ACE 1 Notes tab in most modules aea l l Do is 7 Customer No Customer name Telephone No 2 Notepad Icon In their MINI browse ACE ay
7. g options as the Numeric category does with the addition of the option to use the currency setup established with the BusinessVision MultiCurrency program o Percent gives you only the option to assign a maximum or minimum value for entry into that field o Date makes available alignment options and format options such as DD MM YY or MM DD YYYY September 2013 CPolyzotis amp Associates Page 7 6
8. o type in or browse for the advese fA Part number Details Quantity Breaks Selling Prices Previous Selling Prices overwrite the Selling pie price Or enter the Margin Regular price 31370000 Startdate 00 00 00 to populate the new Selling price a O 1 nando dee ce hon Do not apply product specific discount l l this relates to the Product Code September 2013 CPolyzotis amp Associates Page 7 1 Sage BusinessVision v2014 User Manual volume 2 of 2 CUSTOMPACK Lee Discounts explained in Inventory chapter 5 of the Section 1 Use lowest selling price if there are any discounts for this customer or for this inventory item in the form of product specific discounts quantity discounts or special prices they may result in a price that s lower than the customer specific price you re setting up If you want the customer to always get the lower price check this box otherwise they will always get the Customer Specific price no matter what Start End date this function allows to time this specific price Automatically delete price after expiry once the price expires based on the End date the system stops using it but it stays in the Customer Specific Pricing file as a previous selling price unless this box is checked in which case the price will be deleted from the system Quantity Breaks set lower pricing for higher _ amp Customer Specific Pricing ACE x quan
9. r Specific Pricing ACE x the Customer Specific Pricing file as a gliola previous selling price unless this box is CustomerNo ALE checked in which case the price will be an ptet deleted from the system Part number wa a Quantity Breaks set lower pricing for higher nee eel ees in ng Ad d Details Quantity Breaks Selling Prices Previous Selling Prices o enter the Quantity and the Price or enter cua mems the Margin to populate the Price 295 00000 3218 o click on OK i nae iin o Copy existing this will copy the spe aa existing quantity break prices from the ss st Inventory details for this item 0 0 00000 0 00 o when all quantity breaks are established f click on OK September 2013 CPolyzotis amp Associates Page 7 3 Sage BusinessVision v2014 User Manual volume 2 of 2 I CUSTOMPACK Selling Prices displays all 20 current selling prices for the item Previous selling prices displays a history of prices for this item that have been given to this customer in the past to save all Customer Specific Price settings click on Save 3 Utilities gt Customer Specific Pricing i Add modify or delete Customer Specific Prices here and toggle view tg by Customer or by Inventory Item and follow procedure as outlined in 1 or 2 above Ace Electronics CD 204 Compact Disk oe with Aut EA 300 00000 ecemmmnannne sinsemmansenasscsnammansscnsussemmesens i ssecmmnsessesssammanesecasocmmmanans
10. tities giolo o Click on Add Customer AcE o enter the Quantity and the Price or enter on AA the Margin to populate the Price Pat number 02 a r cli ck on OK Sa Sale T O Copy existing this will copy the Details Quantity Breaks Selling Prices Previous Selling Prices existing quantity break prices from the re Inventory details for this item Quanity Pice Magn o when all quantity breaks are established win ca click on OK o 0 00000 2o Selling Prices displays all 20 current selling i ioan ne prices for the item ai Previous selling prices displays a history of 0 0 00000 0 00 0 0 00000 0 00 prices for this item that have been given to this customer in the past to save all Customer Specific Price settings click on Save b Copy Price in the Customer Pricing tab click on the Copy cas x Copy icon acena select the Customer you wish to copy the S Camel prices from ci select from the copy options __ l E o mo nr a click on Copy F7 Copy start end dates IY Copy automatically delete price after expiry checkbox September 2013 CPolyzotis amp Associates Page 7 2 Sage BusinessVision v2014 User Manual volume 2 of 2 I CUSTOMPACK 2 Inventory Details module click on the Customer Pricing tab click on New 4 Inventory Details 00 CD 204 l0 x type in or browse for D a axla wi g Ug b ja the Customer washes w overwrite the Selling a Oe eee So
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