The Inventory and Services tab includes a list of goods and services to be purchased by the customer with this customer order.

The "Customer Order (create)" form. The Inventory and Services tab

To add an inventory or service item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the button on the table toolbar and follow the step-by-step instructions in the appeared window.

In the Quantity column, you can specify the item quantity and in the UOM column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).

The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses.

The Specification column is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form, and you can select a specification to be used for the item if item is a Set.

Click the Set Components button on the toolbar to specify the components for the set.

If the Enable Additional Price Factor option is selected on the Administration > Settings > Sales form, you can select a particular factor defining which price list must be used. The Price column is filled in automatically if prices are available from the appropriate price list (see Price Lists). You can enter the prices manually if you have appropriate access rights.

The Discount,% and Discount (or Discount Price) columns are available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use these columns to specify the manual discount granted to the customer. The default discount can be set in the customer contract.

The Auto-Discount % and Auto-Discount columns are available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in these columns indicate that one or more discounts are applied because their conditions are met in the document. If you change any line in the document, click the Auto button to recalculate the automatic discounts. For more information on discounts, refer to Overview of Trade Discounts.

The values in the Amount column are automatically calculated for each item according to the specified price, quantity, and discount.

If the VAT Applied option is selected for this order on the Main tab, the VAT, % and VAT Amount columns are available. The VAT amount is calculated in the currency of the document according to the amount and VAT-related settings (which are specified on the Main tab).

The Total column shows the resulting amount for each item.

The tab toolbar buttons

Use the Up and Down ( ) buttons to rearrange the items in the list.

If the Recalculate Automatic Discounts When Line is Changing option is not selected, the users will need to click the  button on the toolbar to initiate re-application of automatic discounts. The red color of circular arrows on the button indicates that the document has been changed and discount re-application is required. Green color of the arrows (  ) indicates that auto-discounts are updated. 

The Set Components button on the table toolbar is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form). This button is active only for items of the Set type (for details, see Items.) For each item which is a set, you can select the Specification. To view a list of the set components, click the Set Components button on the toolbar – this opens the Set Components dialog box (below in the topic).

Click the Calculate Estimated Margin button to estimate the gross margin for the order; this invokes the Margin Calculation dialog box. For details on using the dialog box, refer to the Estimated Margin Calculation section below.

The Set Components dialog box

You can use this dialog box to select the specification for an item which is a set.

The Set Components dialog box

The Specification field shows the default specification for the item, however, you can select another one or create a new specification if needed. The table contains the list of items included in the set.

Click Apply to use the selected specification for the set and close the dialog box. Click Close to close the dialog box without applying the changes.

The Estimated Margin Calculation dialog box

Use this dialog box to estimate the gross margin of the sales. Review the item costs, prices, and resulting amount; add any missing information. Review the resulting gross margin and estimations for margin percentages on per item basis. You can adjust the prices if you need to meet the specific markup requirements.

The Estimated Margin Calculation dialog box

Review the totals at the bottom of the dialog box.

Click the Transfer Changes to the Document button to apply the changes to the customer order.

Click Close to close the dialog box without saving the changes.

The Applied Discounts (Markups) for the Row dialog box

Using this dialog box, you can view the amounts of the manual and automatic discounts applied to the selected document line.

The Applied Discounts (Markups) for the Row dialog box

The Item and Characteristic fields show the item with specific characteristic (if applicable) that is selected in the order.

The Discount Amount field is populated with the amount of manual discount specified for the order line with the item.

The Auto-Discount Amount field is populated with the amount of automatic discount applied to the order line with the item.

The Total Discount field is populated with the total amount of manual and automatic discounts for the order line with the item.

The rule of multiple account application (just above the table), Addition as in the screenshot, indicates the rule selected for the upper-level group of discounts.

The table contains a list of available automatic discounts, in which the applied discounts are shown in regular black font, while the discounts whose conditions were not met are shown in red strikethrough font, and the discounts whose conditions are met but which were not applied due to the discount combination rule (selected on the Automatic Discounts and Markups form) are shown in light grey strikethrough font.