Product Purchase-Sale Conditions

It is the page where the conditions required for the purchase or sale of products are determined and managed. The discount rates determined on this page are applicable for a specific product defined in the system; It is also possible to define on the basis of brands and product categories.

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

The conditions set on this page trigger the basket areas of the pages where the 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.

Route: ERP > Sales-Distribution > Agreements & Conditions > Product Purchase - Sale Conditions

Category: This is the field where the product category to which the condition will be applied is defined.

Brand: It is the field where the brand group to which the condition will be applied is defined.

Product: This is the field where the product to which the condition will be applied is defined.

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

Responsible: This is the field used to filter the products whose responsible is defined in the product detail. For example, if Z Employee is defined in the "Responsible" field in the details 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 area.

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

List Type: It allows the condition to be created to be defined according to Purchase or Sale. For example, the condition created when the list type Sales is selected affects the basket area on the Sales pages (quote, order, delivery note, and invoice).

Resource List: This is the area where the price list for the condition to be created is determined based on the price list.

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

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

Product: Product names are listed automatically according to the specified criteria. Depending on the selected list type, the Standard Sales Price or Standard Purchase 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 be automatically displayed in the discounted price field.

Payment Method: In order to select payment methods from this field, relevant definitions must be made on the Payment Methods page beforehand. Route: Dashboard > System > Parameters > Payment Methods

Company to be copied: This field is used if the condition applied to a current before is desired to be copied for another client. The company whose condition will be copied is selected from this field.

Current Account: The current account for which the buy or sell condition will be applied is selected in this field.

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

Contract: In order to select a contract from this field, the contract previously created for the relevant current account on the Agreements-Conditions page is selected. In this way, the relationship of the agreement (contract) on which the conditions determined for a particular product are based on a company is established. Route: ERP > Sales-Distribution > Agreements & Conditions

Process: The stage of the condition to be applied is selected from this section.

Contact Person: This is the field where the authority to manage this condition is selected.

After defining the relevant fields, click the Save button. The created conditions are displayed by going to the Purchase-Sale Conditions button on the product detail page.

On the pop-up page, if there is a condition created for the product, it is listed in the Purchase and Sale Conditions section.

When this icon is clicked, adjustments are made to the previously created condition. Condition deletion and update process is done here.

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

Question: These discounts have been given general definitions, but can they be manipulated only during an individual sale or purchase transaction?

Thanks to the conditions created, the discount rates automatically fall into the basket area. In this way, system users who make purchase or sale transactions can accurately reflect the discounts defined for current customers or price lists on orders, invoices, and delivery notes.

In addition, for a purchase or sale transaction that is desired to be recorded regardless of the conditions, the discount area in the basket area can be manually intervened and a manual definition can be made. At the same time, it is possible to manually intervene in the discount rates that are automatically dropped on the basket in a purchase or sale transaction that works depending on a condition.

Note: 5 discounts can be defined on the Product Purchase-Sale Conditions page. In addition, up to 10 discounts can be defined in the basket area in the Purchase or Sale transactions.

Note: To add/remove discount cells in the Basket field, selections are made by going to the Basket Structure window on the relevant transaction page. The relevant boxes are ticked for the discounts to be added.

Route: Dashboard > System > Page Designer > Basket Structure