Entering and processing a sale order/shipment for a non stock product and applying manual costing
Overview
You can apply four types of costing methods to Non-Stock Product Category.
Non-stock products are a type of service product, not a product that you purchase to sell.
The procedure below is the same on all modules.
Procedure
- Ensure you have the Product Categories set up correctly
Ensure that you have applied the right 'Non-Stock Costing Method' to that particular category
- Ensure that the non-stock products that are to reflect the costing method have the right product category.
- Refer to further documentation on the set up of non-stock products/costing method on the product category Product Categories
Inserting a Sales order and applying Manual cost to a non-stock product.
Log onto Readysell>Sales>Quote or Orders
Click on button New
New Sales Order or Quote
The New Sale Order screen displays.
Enter all the header details, customer, customer order etc
Further links to the documentation on inserting sales quote, sales order etc Sale Orders Service Orders Sale Shipments- In the Lines tab, enter all the products including the non-stock product that you wish to apply a manual cost entry to
Fill in the appropriate details on the product lines eg qty ordered, price inc etc
Once you click on Save, the system will prompt you for a manual entry for the non-stock product manual cost
Click on close- The cursor will be on the non-stock product, drop the action button in the detail area 'Set Value' and select 'manual unit cost' or 'manual cost'
Insert a value and click on OK
Manual Unit cost is the masterOnce you click on OK, the system will prepopulate the cost onto the manual unit cost ex tax field, each cost ex tax field and the unit cost ex tax field.
The manual cost ex is calculated as the quantity ordered x manual unit cost ex.
All these fields flow to the shipment and the invoice.