Sales orders are priced by the catalogue
What moves
When a clerk picks a product, Sales Orders asks the catalogue for that customer's price on the sales-orders channel, with the tax, unit and stock item. If the catalogue cannot answer, a typed price still goes through.
Before you start
- Products & Online Store in your plan
- Permission to view products
- Prices or price lists set up in the catalogue
- Products & Online Store and Sales Orders in your plan
Step by step
- Order clerkSales Orders & Fulfilment
Picks a customer and a product on a new order.
You see:The order asks the catalogue for the price.
- SystemProducts & Online Store
Works out the price list, discount, tax and stock item for that customer.
You see:The line shows the price and which rule set it.
- Order clerkSales Orders & Fulfilment
Accepts the price or types their own.
You see:A typed price is stored as Manual, beside the list price.
Related
- Products & Online Store
- Sales Orders & Fulfilment
- Staff are told when an order needs them
- Stocked products get stock items, and online orders move stock
- Subscription plans sell products from the catalogue
- A website booking request reaches the rentals team
- Opening an online store takes a catalogue manager, an administrator and a developer
- Connections between modules