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This is the page where the conditions required for the buying or selling of products are determined and managed. The discount/discount rates determined on this page can be applied to a specific product defined in the system; It is also possible to define on the basis of brand and product categories.

Conditions created for product, brand or product categories can be applied for a single current account or more than one price list.

The conditions determined on this page trigger the basket areas of the pages where purchasing and sales transactions are located. With this; It can be said that it is directly related to the request, order, invoice and delivery note pages.

To create the conditions, go to the Product Purchase-Sale Conditions page.

Path: ERP > Sales-Distribution > Agreements-Conditions > Product Purchase-Sale. Conditions

Category: This is the field where the product category to which the condition applies is defined.

Brand:This is the field where the brand group to which the condition applies is defined.

Product: This is the field where the product to which the condition applies is defined.

Supplier: This is the field used to filter the products whose suppliers are defined in the product detail. For example, if Y Company is defined in the “Supplier” field in the detail of aX product; When this company is selected and the Search button is pressed, the X product will be displayed in the list area.

Responsible: This is the field used to filter the products for which the responsible person is defined in the product detail. For example, if Z Employee is defined in the “Responsible” field in the detail of A, B and C products; When this employee is selected and the Search button is pressed, A, B and C products will be displayed in the list field.

Product Registration Date: Filters the products registered in the system from the date entered in this field.

List Type: The desired condition is Purchase or It allows identification by sales. For example, when the list type Sales is selected, the condition created affects the basket field on Sales pages (quote, order, delivery note and invoice).

Source List: This is the field where it is determined which price list the condition to be created will be based on.

Target List: It refers to which price list the condition to be created will be valid.

Note: Price list and current account cannot be selected at the same time. The specified condition is valid for either the price list or the current one.

Product: Product names are automatically listed according to the specified criteria. Depending on the selected list type, the Standard Selling or Standard Buying price is displayed in the basket.

Currency: The currency defined on the product detail page will be automatically displayed in the basket.

Discount: Five different discount rates can be defined for products. As discount rates are defined, discounts will automatically be displayed in the discounted price field.

Payment Method: In order to select payment methods from this field, the relevant definitions must have been made on the Payment Methods page beforehand.

Path: Control Panel > System > Parameters > Payment Methods

Company to Copy: This field is used if the condition previously applied to a client is wanted to be copied to another client. The company whose condition will be copied is selected from this field.

Current Account:The current account to which the purchase or sale condition will be applied is selected from this field.

Validity Date: The start and end dates of the condition are selected from this field.

Agreement: The agreement is selected from this field. To select it, the agreement previously created for the relevant current account is selected on the Agreements-Conditions page. In this way, the relationship of the agreement (contract) on which the conditions determined for a product specifically for a company are based is established.

Path: ERP > Sales-Distribution > Agreements-Conditions

Process: This section indicates at what stage the condition to be applied is. is selected.

Authority: This is the field where the authorized person who will manage this condition is selected.

After definitions are made for the relevant fields, the Save button is pressed. The created conditions are displayed by clicking the Buying and Selling Conditions button on the product detail page.

On the pop up page that opens, if there are any conditions created for the product, they are listed in the Purchasing and Selling Conditions section.

When this icon is clicked, edits are made to the previously created condition. Condition deletion and updating is done here.

For example, when a Sales condition is created for a product, when the product is added to the basket during a sales transaction (via invoice, order, delivery note), discounts defined depending on the condition are automatically added.

Question: General definitions have been made for these discounts, but can they be manually intervened only during an individual sale or purchase transaction?

Thanks to the created conditions, discount rates automatically fall into the basket area. In this way, system users who perform buying or selling transactions will be able to accurately reflect the discounts defined for current transactions or price lists on orders, invoices and delivery notes.

However, for a buying or selling transaction that is desired to be recorded regardless of the conditions, the discount field in the basket area can be manually intervened and manual definition can be made. At the same time, the discount rates that automatically fall into the basket during a conditional buying or selling transaction can also be manually intervened.

Note: 5 discounts can be defined on the Product Buying-Selling Conditions page. Additionally, up to 10 discounts can be defined in the basket field in buying or selling transactions.

Note: To add/remove discount cells in the basket area, selections are made by going to the Basket Structure window on the relevant transaction page. Relevant boxes are checked for the discounts you want to add.

Path: Control Panel > System > Page Designer > Basket Structure

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About Workcube Objects

Product Purchase/Sale Conditions

This is the page where the conditions required for the purchase or sale of products are determined and managed. Determined discount/discount rates can be applied to a specific defined product, and can also be defined on the basis of brands and product categories.

Type: WBO Version: Catalsyt v4 Licence: Standard Author: Workcube Core

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