Navision Planet

Analysis by Dimensions In Sales & Marketting

Viewing Sales Analysis Views by Dimensions

• Setting Sales Price in the Item Card
• Selecting price in the Sales Order
  

• Setting Sales Price in the Item Card

1. Open Item Card


2. Sales --> Prices. This is Sales Price window where, You enter the selling price per unit in the Unit Price field on the item card, but you may also need to set up some individual sales prices for items. You do this in the Sales Prices window, which you find by clicking Sales, Prices on the item card.
   In the Sales Prices window, you can specify the conditions that must be met before a customer can be offered an individual unit price for a specific item when quotes, orders, invoices and credit memos are set up. For example, the conditions can require that the customer is linked to a particular customer price group or the invoice is in a particular currency. They can also contain a starting date and an ending date, between which the sales price is valid, and they can contain a specific unit of measure code. You can also define a combination of the conditions under which the sales price applies. You can set up several sales prices for each item, but each must have a different set of conditions.
   Because a sales price is often a reduced price, you can specify in the Sales Price window whether you also want the program to combine line and invoice discounts when a sales price is offered.
   When you enter an item on an invoice, for example, the program automatically looks in the Sales Price table to see whether it contains a sales price for the item. If it does, the program checks whether the starting date has arrived and the ending date has not. If the conditions are met, the program will enter the sales price in the Unit Price field on the invoice. If not, the program will use the basic unit price from the item card.

For example view following picture..

• Selecting price in the Sales Order

1. Open Sales Order(Sales & Marketing--> Order Processing Orders)
2. Fill the header part as normal.
3. In the line part first enter an Item number & Quantity , then goto Functions -> Get Price... There you will get the Sales Price window just now we had updated.
4. Select the appropriate price line and press OK button to apply.

Creating Drop Shipments
A drop shipment is the shipment of an item or a consignment of items from one of your vendors directly to one of your customers.
Before you can use this feature, you must first set up the customer, vendor and item cards necessary to the order.

To Create Drop Shipments:

Fllowing steps shows how to do the Drop Shipment via Navision

• 1)Create and fill in a sales order for the item

1. Open the Sales Order(Sales & Marketing-->Order Processing-->Orders) window.
2. Press F3, and then press Enter to create a new order with a new document number, or enter a number manually in the No. field.
3. Click the AssistButton in the Sell-to Customer No. field to see the Customer List window. Select the customer that is to receive the item, and then click OK.
4. On the first sales line, in the Type field, click the AssistButton and select Item.
5. In the No. field, click the AssistButton to see the Item List window. Select the number of the item to be sold, and then click OK.
6. On the sales line, in the Purchasing Code field, click the AssistButton to see the Purchasing Codes window. (The Purchasing Code field is not shown in the standard layout. To insert this field, use the Show Column function). Select a purchasing code that has a check mark in the Drop Shipment field and click OK.
7. Fill in the remainder of the information to complete the sales order.

• 2)Create and fill in a purchase order for the item

1. Open the Purchase Order(Purchase --> Order Processing--> Orders) window.
2. Press F3, and then press Enter to create a new order with a new document number.
3. In the Buy-from Vendor No. field, select the vendor that will ship the item, and then click OK.
4. On the Shipping tab, in the Sell-to Customer No. field, enter the number of the customer that is on the sales order.
5. Click Order, Drop Shipment, Get Sales Order. The Order - Sales List window appears.
   Select the sales order that you will use to create the purchase order, and then click OK to create the purchase order.

How to combine several sales orders into one invoice ?
It is very common that your customers make order from you in several sales order and delivery. Instead of sending your customers one invoice for each sales order, you want to combine the details of all the sales orders into one invoice and send only one invoice to each customer.
Navision enable you to handle the above mentioned situation by enabling the Combine Shipments option.

To use combine shipment:

1. Open a Customer Card.
2. Click on the Shipping tab.
3. Place a check mark at the Combine Shipments field.

OK. After you setup the customer to be able to use combine shipments, whenever you create a new sales order for the customer, the Combine Shipments field in the Sales Order will be set to true. You can then run the Combine Shipments batch job to extract those sales orders with combine shipments marks to an invoice.

To run the Combine Shipments batch job:

1. Go to Financial Management --> Receivables --> Combined Shipments
2. Put in the filter to filter what sales order you want to select.
3. Click on the OK button to let Navision generate the invioces for you.

• Financial Management-->Receivables-->Customers
• Sales & Marketing-->Sales-->Customers
• Sales & Marketing-->Order Processing-->Customers
• Warehouse-->Orders&Contacts-->Customers
• Service-->Contract Management-->Customers
• Service-->Order Processing-->Customers