How to Handle Specials

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How to Handle Specials

To handle specials correctly you must have the SPU code written into your carcase catalogue. If this code is not in the catalogue please contact catalogue support and this can be produced for you.

 

To add a bespoke/special/custom unit

 

1. Begin a quotation as normal.

2. Click Add Product and search for the product code SPU and add it to your quote.

3. Right-click on the product code and select Sales Options.

 a) Enter the product description

 b) In Notes enter:

         Board colour on the first line

         Overall sizes on the second line

         Manufacturing notes on the third line

         (These 3 notes will be displayed in your local production settings and are vital to adding your panels)

 c) Enter selling price and cost price.

 d) Click OK to save your special unit.

4. Once your quotation has been accepted as a sales order, and saved, click the prod_button Production icon on the bottom toolbar.

 

Editing the item list

 

In local production click the Item List tab

 

prod_local_itemlist_rings_zoom80

 

The Item List will display all units including your SPU code.

 

Click to select your SPU code. This displays your item notes.

 

Tick the box "Manually Change Panels"

 

Click the add Add button to show a new entry in the panel list.

 

Click the Panel to show a drop down list, and select the panel from the panel library.

 

Click update_small Update to save and close the window.