Overview
Sale runs allow you to reproduce sale shipments for customers on a regular basis. This is ideally suited to fixed non-stock charges like service fees.The process creates sale shipments not sale orders, so it does not suit cases where stock needs to be back ordered regularly. If stock does need to be back orders. You can click a button on the sale shipment to create a sale order. The sale order will track the back order quantity.
| Note |
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This feature is not available in Readysell Lite. |
Getting Started
| Child pages (Children Display) |
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| page | Getting started with sale runs |
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Reference
Buttons
Refer to Common Buttons.
Fields
| Field | Description |
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| Type | SALRUN (Sale Run). Transaction type |
| Number | Unique transaction number generated by the system |
| Status | Position of the transaction, OPEN, POSTED, INPROGRESS |
| Date | Date on the Sale Run. This is the date that the system will use when you generate a Invoice |
| Description | Best describes the Sales run |
| Sale Run Type | - Once Off - Manual process
- Recurring Manual (You can generate a new set of invoices at any time)
- Recurring Automatic (You set up the recurrence schedule and then a nightly task runs "Generate Recurring Transactions" to execute a sale run when necessary)
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| Workflow Status | Active or Inactive |
| Sale Run Set | The name of the Sale Run Set templated used |
| Last Run For | The date the sale run was to run for based upon the settings on the General Tab |
| Last Run Actual | The date the sales run actually ran (date created) based upon the settings on the general tab and weekend handling |
| Combine Charge To | If this tick is ON and you have a range of customers with the same Charge to Cardid on the Card itself, the system will create a single shipment/invoice for each chargeto customer in that sale run |
Lines Tab
| Field | Description |
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| Product | Product to be Invoiced on the Sale Run |
| Name | Name of the product |
| Qty | Quantity to be invoiced |
| Unit | Unit of measure for the product |
| Unit Quantity On Hand | Stock on hand |
| Price Ex | Price Ex GST |
| Price Inc | Price Inc GST |
| Disc | Discount percentage if applied |
| Tax Code | Tax Code on the product |
| Tax Value | Value of tax |
| Tender | Ability to set a default tender to the run |
| Value | Total Value of each product line to be invoice invoiced |
Line Details Tab
| Field | Description |
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| Value Ex Tax | Value ex tax of each line |
| Discount Value | Discount value if applied |
| Unit Tax | Each Tax |
| Unit Cost Ex Tax | Each cost |
| Cost Ex Tax | Cost ex tax on the product |
| Unit Quantity On Hand | Unit Quantity on hand |
| Margin | Value Ex-Cost-Tax |
| Margin Percent | Margin/Cost * 100 |
| Gross Profit Percent | Margin/Valueex * 100 | Price Code |
...
Notes
You can add individual Notes to the Customer card.
Customers Tab
| Field | Description |
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| Customer | Cardid |
| Value Ex Tax | Value Ex Tax |
| Value Inc Tax | Value Inc Tax |
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| Product | ProductID |
| Name | Product Name |
| Qty | Qty to be invoiced |
| Unit | Unit of measure |
| Unit Quantity on Hand | Unit quantity on hand |
| Price Ex | Price Ex tax |
| Price Inc | Price Inc Tax |
| Disc | Discount Percent if applied |
| Tax Code | Tax code from the product |
| Tax Value | Tax Value |
| Value | Value Inc |
Item Details tab
| Field | Description |
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| Value Ex Tax | Line Value Ex Tax |
| Discount Value | Line Value Discount |
| Unit Tax | Line Value Unit Tax |
| Unit Cost Ex tax | Line Value Unit cost ex tax |
| Cost Ex Tax | Line Value Cost Ex Tax |
| Unit Quantity On Hand | Quantity on hand for that line product |
| Margin | Line Value Margin (ValueEx - Cost- Tax) |
| Margin Percent | Line Value Margin Percent (Margin/Cost * 100) |
| Gross Profit | Line Value Gross Profit Percent(Margin/Valueex * 100) |
| Price Code | Price code that applies to that line |
Notes tab
General Tab
| Field | Description |
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| Site | Default site |
| Period | Derived from the date entered |
| Value Ex Tax | Total Value Ex for the entire Sale Run |
| Value Inc Tax | Total Value Inc for the entrie Sale Run |
| Printed | If the tick is Off then the Invoices have not been printed. If the Tick is On then the invoices have been printed |
| Email Batch Generated | If the tick is ON then the email batch has been generated and visa versa |
| Recurrence |
| Recur JanuaryRecur FebruaryEvery Week | Will recur every week |
| Recur MarchRecur AprilEvery Month | Will recur every month |
| Recur May | Recur June | Recur July | Recur August | Recur September | Recur October | Recur November | Recur December | Recur Day Of Month | Recur Until | From | The commence date as to which you will like the sale run to commence |
| Recur Until | The end date as to which you want the sale run to end |
| Recur Period | This field specifies after how many weeks or months the sale run should execute |
| Weekend Handling | How to handle cases where the scheduled date falls on a weekend |
Shipments
| Field | Description |
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| Customer | Cardid |
| Transaction Number | Shipment Number |
| Date | Date of the Shipment |
| Status | Status of the Shipment should be POSTED |
| Order | Order Invoice | ValueUsually blank |
| Invoice | Sales Invoices number generated from the shipment |
| Value | Value Inc of the Invoice |
