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Adding a CRM Product (CR) Line
Line type
Fields on the form display according to the Line Item Type selected. For CRM Product the line type is ‘CR’.
Product (mandatory)
F9 or selecting
from Product displays a droplist showing the product Code
and Description.
Only products that have Quotes selected in CRM > System > Utilities > Products Setup / Main are available for selection.
Quantity
The number of items required.
Defaults to 1.
Must be greater than zero.
Unit price
Defaults depending on the Hold price on quote setting for the product in CRM > System > Utilities > Products Setup / Main.
Where Hold price on quote is selected:
- Unit price defaults to the sum of the prices of all lines (GL, IN and NS) on the CRM Product.
Where Hold price on quote is deselected:
- Unit Price defaults to the sum of the prices on the Inventory and Non Stock items using current prices.
Discount
Because discount is not mandatory, [TAB] or [ENTER] off this field does not activate the drop list.
To enter a discount:
- F9 or select
to display the composite discount field
- enter either a discount % or amount.
- [TAB] or [ENTER] off the field to update the value and move to the next field.
Where a discount% is entered, this updates the discount amount and vice versa.
To update the discount rate on all lines:
- Right click on the Discount column header
- select Update all discounts
- enter a discount percentage
- select Apply.
The discount percentage for each line is updated to the new discount percent and totals recalculated.
Tax
F9 or select to
change a tax code selection.
Partially entering the tax code will filter the list to show items matching the string using the full path from left to right.
On [ENTER] the selected tax code is updated, and the focus will move to Tax Type.
Each option is highlighted as you scroll through the list.
After the selections have been made, tax code, tax type, amount and percentage will display in the field.
Amount
Calculated as (Quantity x Price) - Discount, for the currently selected Item.
If Tax Type is:
- Inclusive – Amount includes tax
- Exclusive – Amount excludes tax.
Cost
Defaults depending on the Hold cost on quote setting for the product in CRM > System > Utilities > Products Setup / Main.
Where Hold cost on quote is selected:
- Cost defaults to the sum of the costs of all applicable lines (IN and NS) on the CRM Product.
Where Hold cost on quote is deselected:
- Cost defaults to the sum of the costs on the Inventory and Non Stock items using current prices.
Margin
Margin and Margin% are read-only fields updated when the Unit price / cost is maintained. These are calculated as follows:
- Margin = Retail - Cost
- Margin % = Margin $ / Retail $ * 100.
The option to Show Margin or Show Markup is set in CRM Module Control / Sales / Quotes.
Narration
General text applicable to the specific line item.