The Sales Order Guide page adds items to sales order lines. Open this page from a sales order to which a customer has been assigned.
This page displays a list of sales items, which you can filter based on criteria you define. One of the criteria is to show a history of goods sold to this customer. Set the History Guide boolean and then determine the time period you want to analyse. The system then shows only those items sold to this customer during the defined period, as well as the quantities sold in total, the last unit price used, and the last order date.
Entering quantities to order
Indicate the quantity of each item the customer wants to order by entering that quantity in the Quantity to Order field.
Entering a quantity updates the Unit Price field (depending on the available sales price lines) and automatically calculates the expected margin, both as an amount (LCY) and as a percentage of the sales price. A fact box is also available showing the expected margin amounts for all lines where a quantity to order is entered. The fact box shows the total expected quantity across all items as well as the expected margin per item category.
Sales contracts
If a sales contract is available for the selected item, the Item No. and Description fields are shown in bold. Entering a quantity to order triggers the same sales contract selection routine as on the sales order line. Once a quantity is entered, the applicable sales contract number is visible in the Sales Contract No. field. Clearing this field resets the Sales Order Guide line. A fact box also provides visibility into the sales contract limits, data appears in the fact box once a contract is selected and provides visibility into contract limits on the contract as well as on the lines.
Show available sales price agreements
In the ribbon, on the Actions tab, the Get Price button shows the user all available sales prices for this item. This includes regular sales prices, sales contracts, and prices for customer price groups and all customers. Selecting a line (other than a contract) and choosing OK transfers that specific price to the Order Guide line to be applied.
Note that:
A contract line cannot be chosen from the Get Price page, only viewed. Select contract lines by entering a quantity in the Sales Order Guide line.
If a minimum quantity is set on the sales price, the Quantity to Order field value is used to check the validity of the price line. This could result in an error if the entered quantity is lower than the minimum quantity on the price line.
Once a price line is selected, it is applied in the Sales Order Guide line for every change in quantity. Only when the Quantity to Order field is set to 0 is the price reset.
Expected margin information for selected items
If a Quantity to Order has been entered in the order guide, the system calculates the expected margin by subtracting the unit cost of the item from the unit price (LCY). It also shows the expected margin percentage on the same line. A fact box shows the expected margin amount per item category. If the item category is a child of a higher category, the amounts roll up to the highest category level. This functionality provides insight into the expected margins to be realised for a sales order from several points of view, making it easier for order entry to decide on sales pricing where flexibility is allowed.
Transfer quantities to order to sales order lines
Choose Actions, point to General, and then choose Add Lines to copy these items and the entered quantities to order onto the sales order lines.
For more information on running the Sales Order Guide, see Use the sales order guide. For general information on sales pricing in the Food Manufacturing & Distribution solution, see Sales pricing.