The ‘Inventory’ tab is used for creating inventory lists The Inventory tab contains a list of items with prices and discounts that are offered to the customer in the quotation.
‘Quotation The "Quotation (create)’ " form. The ‘Inventory’ Inventory tab
To To add an inventory rowitem, click the ‘Add’ or ‘Pick’ button the Add or Pick button (refer to the par. Working with the to Using the pick operation). You can also add item prices via Excel import. To do it, click the button on the tabular . 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 tips instructions in the displayed appeared window. You can download the table template with values copied from the Excel document. The template can be modified in ‘Administration’ section.Firstly, fill in the Items column.To open the inventory list, click the ‘Show all’ hyperlink in the drop-down list. To learn more about creating inventory, refer to the Filling Items Catalog section.You can specify some additional features of the inventory item
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.
By default, the Content column is populated with the name of the item.
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 etc.) in the Characteristic column, if the ‘Keep inventory accounting by characteristics’ option in the ‘Purchases’ section is enabled. To learn more about purchase settings, see par. Settings for the 'Purchases' section.
In the Content field inventory description for the documents print forms is specified. By default, this field is completed with a full name of an item.
In the Quantity field you can specify inventory number per quotation.
You can specify units of measurement (Unit), if the ‘Item accounting in different units of measure’ option in the ‘Purchases’ section is enabled. To learn more about purchase options, see par. Settings for the 'Purchases' section. The field is automatically completed with the unit of measurement specified for the selected item.
The Price field is completed automatically, if it was previously set (see the Setting Item Prices document). You can change the price manually, if you have appropriate privileges.
You can specify the Discount for inventory, if ‘Use discounts and markups in sale documents’ option in the ‘Sales’ section is enabled. To learn more about section options, see par. Settings for the 'Sales' section. Discount can be specified as a fixed amount or a percentage of the total cost.
The Amount field is automatically calculated according to the specified price, inventory quantity and discount.
If the Use VAT Accounting option in the ‘Enterprise’ section is enabled, ‘VAT, %’ and ‘VAT Amount’ columns become available. To learn more about section settings, see par. Settings for the 'Enterprise' section.
Total amount is automatically calculated according to the VAT rate and amount.
In the Comment field you can specify some additional information about an item.
If selling inventory sets option is enabled, you can add the Specification for the set supply. The ‘Use sets’ option can be enabled in the ‘Purchases’ section. To learn more about section options, see par. Settings for the 'Purchases' section.
Clicking the active Set Components button on the toolbar above the inventory list, you can see the set composition. This button is active only for rows, containing items of the ‘Set’ type, 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 item if the item is a Set.
Click the Set Components button on the toolbar to specify the components for the set (the button is enabled only for rows with items of the Set type.
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 populated automatically if prices are available from the appropriate price list (see Item Pricing). 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.
| Note. You can view information on manual and automatic discounts applied to a specific line. For this, double-click in the Auto-Discount % or Auto-Discount columns to open the Applied Discounts (Markups) for the Row dialog box (refer to the Applied Discounts (Markups) for the Row section below). In this dialog box, you can view the amount of manual and automatic discounts applied to the line and which of the available auto-discounts were applied and which were not. |
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 quotation on the Main tab, the VAT, % and VAT Amount columns are available. The VAT Amount column shows the tax amount calculated in the currency of the document according to the item amount and VAT-related settings (which are specified on the Main tab).
The Total column shows the resulting amount for each item.
The Main Supplier column is populated with the name of the item's default supplier if this information is available in the database. The Supplier Price Type and Supplier Price columns provide information (if any) on each item cost. The Estimated Gross Margin, % and Estimated Gross Margin Amount columns show the gross margin estimations based on this line (row). To make the estimations more correct, provide any missing information on item costs.
In the Comment column, you can specify some additional information about each item.
The tab totals
The Total Estimated Item Cost field shows the total cost calculated for all the listed items.
The Total Estimated Margin field shows the gross margin amount calculated for the document.
The tab toolbar buttons
Use the Up and Down ( 
) buttons to rearrange the items in the list.
Click the Update Auto-discounts ( ) button to recalculate the applicable automatic discounts if any data was changed in the document. The icon with a green arrow ( 
) indicates that the automatic discounts have been 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).
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 with their quantities per 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 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 quotation.
The Discount Amount field is populated with the amount of manual discount specified for the quotation line with the item.
The Auto-Discount Amount field is populated with the amount of automatic discount applied to the quotation line with the item.
The Total Discount field is populated with the total amount of manual and automatic discounts for the quotation line with the item.
The rule of multiple account application (just above the table), Minimum 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.