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E XPERT III U SER M ANUAL L ANTEK I NVESTIGACION Y D ESARROLLO

EXPERT III USER MANUAL

LANTEK INVESTIGACION Y DESARROLLO

Parque Tecnológico de Álava Albert Einstein 36, Ed. Lantek 01510 Miñano - Álava (ESPAÑA) www.lanteksms.com info@lanteksms.com

Lantek Expert III

Copyright

The contents of this user manual and graphics are protected by Spanish law regarding the intellectual and industrial property right of Lantek Investigacion Y Desarrollo. The reproduction, distribution, public communication and transformation of the information in this manual, totally or partially, without the express authorization of Lantek Investigacion Y Desarrollo is not permitted.

Disclaimer

The information in this manual is subject to change. While every effort has been taken to provide accurate information, Lantek is not responsible for errors or damages resulting from the use of information contained in this document. All product names used in this manual are the property of Lantek Investigacion Y Desarrollo.

Lantek Expert III

Table of contents

INTRODUCTION TO EXPERT III

9

DOCUMENTATION CONVENTIONS

9

PREFACE

10

1 INTRODUCING EXPERT III

13

2 PREREQUISITES

14

2.1

HARDWARE REQUIREMENTS

14

2.1.1 Minimum requirements

14

2.1.2 Recommended requirements

15

2.2

SOFTWARE REQUIREMENTS

15

2.2.1

Supported operating systems

15

2.3

LOG ON AND LOG OFF

15

2.3.1 Log on

16

2.3.2 Log off

16

2.4

LOGIC OF THE SOFTWARE

16

2.4.1 Main menu

17

2.4.2 Modules

18

2.4.3 Tables

18

2.5 CREATING A NEW ELEMENT

22

2.6 NAVIGATING TO TABLE

22

2.7 ACTIONS LIST

23

2.8 VIEWING REPORTS

23

2.9 FILTERING FIELDS

24

2.10 FIELD FILTER

24

2.11 ADVANCED FILTER

25

2.12 GETTING HELP

26

2.12.1 Using System help

27

2.12.2 Using User help

27

3 ITEMS AND BACKLOGS

28

3.1

ITEMS

28

3.1.1 Types of items

29

3.1.2 Creating a sheet part

30

Lantek Expert III

3.1.3 Creating an assembled item

30

3.1.4 Item structure

31

3.2 ITEMS OPERATIONS ASSIGNMENTS

32

3.3 COSTS AND SALE PRICES OF THE ITEMS

33

3.3.1 Concepts

33

3.3.2 Purchase prices

34

3.3.3 Costs

34

3.3.4 Types of costs

35

3.3.5 Sale prices

37

3.3.6 Types of sale prices

37

3.3.7 Types of profits:

40

3.3.8 Update prices of tariff

40

3.4

ITEMS BACKLOGS

42

4 CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

44

4.1

COMPANIES

44

4.1.1 Types of Associated companies

45

4.1.2 Creating auxiliary data

45

4.1.3 Creating other addresses of the company

46

4.2

CONTACTS

48

4.2.1 Creating a contact directly

48

4.2.2 Creating a contact related to the company

49

4.3 DUNNING MANAGEMENT

49

4.4 PREREQUISITE TO DUNNING

50

4.5 EXECUTING DUNNING

52

5 SALES MANAGEMENT

54

5.1

QUOTES

55

5.1.1 Creating lines for the quotes

56

5.1.2 Quote tracking

58

5.2

SALE ORDERS

59

5.2.1 Creating a sale order directly

61

5.2.2 Creating a sale order against quote

61

5.2.3 Copy from existing sale order

63

5.2.4 Copy sale order lines

64

5.3 SENDING A SALE ORDER FOR MANUFACTURING

64

5.4 DELIVERY NOTES

66

5.4.1

Creating delivery note directly

66

Lantek Expert III

5.4.2

Creating delivery note against order

67

5.5

INVOICES

68

5.5.1 Creating an invoice directly

69

5.5.2 Creating an invoice against a sale order

69

5.5.3 Creating an invoice against a delivery note

70

5.6

SALES TRACKING

72

6 PURCHASE MANAGEMENT

74

6.1

PURCHASE ORDERS

74

6.1.1 Creating a purchase order directly

75

6.1.2 Creating a purchase order automatically

75

6.2

PURCHASES DELIVERY NOTES

76

6.2.1 Creating purchase delivery note directly

77

6.2.2 Creating good receipt against a purchase order

77

6.2.3 Creating good receipt reception

79

6.3

PURCHASES INVOICES

80

6.3.1 Creating a purchase invoice directly

81

6.3.2 Creating a purchase invoice against a purchase order

81

6.3.3 Creating a purchase invoice against a good receipt

82

6.4

RECEIPT OF PURCHASE ORDERS IN WAREHOUSE

83

7 MANUFACTURING

84

7.1

WORK CENTERS

84

7.1.1 Creating a work center

85

7.1.2 Assigning operations to a work center

85

7.2

MANUFACTURING ORDERS

86

7.2.1 Manufacturing orders against items

87

7.2.2 Manufacturing orders against sale orders

88

7.3

MANUFACTURING OPERATIONS

89

7.3.1 Change work center, material and thickness of manufacturing operation

90

7.3.2 Manufacturing operations against items or sale order

91

7.3.3 Nesting and machining of cutting up operations

93

7.4

VALIDATION OF NESTING OR MANUFACTURING OPERATIONS

94

7.4.1 Work Operating System (WOS)

94

7.4.2 Validating labor tickets

95

7.5 MANUFACTURING STATUS

96

7.6 GROUPING AND FILTERING MANUFACTURING OPERATIONS

97

7.7 MANUFACTURING COSTS

98

Lantek Expert III

8 OUTSOURCING

100

8.1 OUTSOURCING ORDERS

100

8.2 OUTSOURCING EXIT DELIVERY NOTES

102

8.3 OUTSOURCING ENTRY DELIVERY NOTES

105

8.4 OUTSOURCING INVOICES

109

8.5 WORK IN PROGRESS (WIP)

112

9 WAREHOUSES MANAGEMENT

114

9.1

WAREHOUSES

114

9.1.1

Creating a new warehouse

115

9.2

STOCK QUANTITIES

115

9.2.1

Assigning an item to a warehouse

116

9.3

WAREHOUSE MOVEMENTS

117

9.3.1 Assign tracking numbers to the warehouse movements

119

9.3.2 Create warehouse movements based on tracking numbers

121

9.3.3 Receipt of purchase orders

122

TROUBLESHOOTING

124

GLOSSARY

128

Lantek Expert III

List of figures

Figure 1: Structure of Expert III

13

Figure 2: Main Menu

17

Figure 3: Modules

18

Figure 4: Tables

18

Figure 5: List window

19

Figure 6: Details window

20

Figure 7: Browser window

21

Figure 8: Navigate to components

22

Figure 9: Actions list

23

Figure 10: Field filter and condition

24

Figure 11: Advanced filter

25

Figure 12: Filter dialog box

26

Figure 13: Help menu

26

Figure 14: Items

28

Figure 15: Items structure

31

Figure 16: Example of Items structure

32

Figure 17: Items operations

32

Figure 18 Purchase prices tab

34

Figure 19 Types of costs

35

Figure 20 Current cost method

36

Figure 21 Cost by ranges

36

Figure 22 Sales prices tab

38

Figure 23 Items: Fixed price

39

Figure 24 Sales prices tab

39

Figure 25: Prices update

40

Figure 26: Prices update

41

Figure 27 Items backlogs

42

Figure 28 Companies

44

Figure 29 Associated companies

45

Figure 30 Invoicings auxiliary data

46

Figure 31 Addresses

47

Figure 32 Contacts

48

Figure 33: Dunning

49

Lantek Expert III

Figure 34: Modules parameters

50

Figure 35: General

51

Figure 36: Warning

52

Figure 37: Warning

53

Figure 38: Flowchart of sales process

54

Figure 39: Quote

55

Figure 40: Quotation tool

56

Figure 41: New drop down list

57

Figure 42: Quote analysis

58

Figure 43: Sale orders

59

Figure 44: Sales order flow

60

Figure 45: Sales order details

60

Figure 46: Items backlogs lines in the Sale orders window

61

Figure 47: Order against quote

62

Figure 48: Copy sale order

63

Figure 49: Sale order reference

64

Figure 50: Manufacturing orders against sale orders

65

Figure 51: Delivery notes

66

Figure 52: Delivery note against order

67

Figure 53: Invoices (Details)

68

Figure 54: Invoice against order

69

Figure 55: Invoice against delivery note

71

Figure 56: Reports center

72

Figure 57: Purchase orders

74

Figure 58: Automatic purchase orders

75

Figure 59: Purchases delivery notes

76

Figure 60: Good receipt against purchase orders

77

Figure 61: Good receipt reception

79

Figure 62 Purchases invoices

80

Figure 63 Purchase invoice against purchase order

81

Figure 64: Purchase invoice against good receipt

82

Figure 65 Work centers

84

Figure 66 Manufacturing orders

86

Figure 67 Manufacturing orders against items

87

Figure 68 Manufacturing orders against sale orders

89

Figure 69: Manufacturing operations

90

Figure 70: Change work center, material, thickness

91

Lantek Expert III

Figure 71: Please select what you want to import

92

Figure 72: Nesting and machining

93

Figure 73: Work Operating System

94

Figure 74: Validate labor tickets

95

Figure 75: Manufacturing operations status

96

Figure 76: Manufacturing operations

97

Figure 77: Manufacturing costs of operations

98

Figure 78: Outsourcing orders (Details)

100

Figure 79: Outsourcing order: Enter the reference

101

Figure 80: Outsourcing exit delivery notes (Details)

102

Figure 81: Exit delivery note against outsourcing order

103

Figure 82: Tracking number assignment

104

Figure 83: Outsourcing entry delivery notes (Details)

105

Figure 84: Entry delivery note against outsourcing order

106

Figure 85: Entry delivery note against exit delivery note

107

Figure 86: Entry delivery note reception

108

Figure 87: Outsourcing invoices (Details)

109

Figure 88: Outsourcing invoice against outsourcing order

110

Figure 89: Outsourcing invoice against entry delivery note

111

Figure 90: Warehouses (selection)

112

Figure 91: Warehouses (Details)

114

Figure 92: Stock quantities

116

Figure 93: Warehouse movements

118

Figure 94: Tracking number assignment

120

Figure 95: Detachment warehouse entry movement

121

Figure 96: Purchase delivery note against purchase order

123

Lantek Expert III

Introduction to Expert III

The Expert III has extended its benefits and capabilities from earlier version. The existing modules of the system have been included with the latest features such as a new quotes creation environment based on .Net technology, dunning management, tracking management and many such demanded features are included in this version. A completely new integrated Outsourcing module has also been added.

This version with its improved environment has changed the entire flow chart of the system making it more powerful and reliable management software.

Documentation conventions

CONVENTION

DESCRIPTION

Data

Indicates a module name, table name in a path, tab or button

Data

Indicates table name in sentences, window and dialog box name

‘Data’

Indicates section name, field name

‘Data’

Indicates the entry of a field

(Data)

Indicates cross references

->

Indicates the path to access a table

Indicates the notes

Indicates the notes

Indicates the warnings

Indicates the warnings

Indicates prerequisites

Indicates prerequisites

Table 1: Documentation conventions

Lantek Expert III

Preface

Preface

Welcome to Lantek Expert III. This user manual describes the various features of Expert III software and detailed step-by-step instructions to perform various operations in each module.

This manual covers the following:

Major features

Organization of the manual

Related documentation

Documentation accessibility

Technical assistance

Documentation feedback

Major features

Lantek Expert III consists of functional modules that represent ERP functions.

The major modules include the following:

Items and backlogs

CRM

Sales Management

Purchases Management

Manufacturing

Outsourcing

Warehouses Management

Lantek Expert III

Organization of the manual

The table lists and gives a brief introduction to the Chapters as follows.

CHAPTER

WHAT YOU CAN DO

Introducing Lantek Expert III

Brief overview of Expert III, features and architecture.

Prerequisites

Application and instructions to run the program.

Register items.

Assign cost and purchase prices to the items.

Items and backlogs

Manage the item catalog of the company.

View the item backlogs and take necessary actions to procure them.

CRM(Customer

Relationship

Management)

Record the data of the associated companies, items and contact persons.

Record the data of partners and competitors of each business opportunity.

Sales management

Create record and manage sale orders, delivery notes and sales invoices of the company.

Manage the payment details of the sale order.

Manage purchase orders, suppliers, and related items.

Purchases

management

Register a new item and its purchase price.

Create purchase order.

Execute receipt of purchase order.

Manage the manufacturing process of a company.

Manufacturing

Define work centers and the operations carried out.

Create a manufacturing order to fulfill the needs of a particular sale order.

Lantek Expert III

Preface

Outsourcing

Create record and manage outsourcing orders, delivery notes and invoices of the company.

Keep a record of the various warehouses of the company.

Warehouses

management

Manage warehouse movements.

Create an inventory to record the items available in the warehouse.

Table 2: Organization of the manual

Related documentation

Online Help: The Expert III online help is available in HTML format. The help is

updated for each new release of Expert III.

The other documents available are as follows:

Installation guide

Installation and Utilities DVD

Documentation accessibility

The goal of Lantek is to make our products, services and supporting

documentation accessible to all users of Expert III. The documentation is

available with the product.

Technical assistance

For technical assistance, contact your supplier.

Introducing Expert III

Lantek Expert III

CHAPTER

1

1 Introducing Expert III

Expert III is an integrated metal fabrication software and management solution for sheet metal fabricators and profile companies. It provides functionalities that metal fabrication companies need to streamline their processes. It also integrates ERP with CAD/CAM.

Expert III provides applications to design, manufacture, and fabricate sheet metal components and products. It helps to manage enterprise processes from quotes to invoices through manufacturing, warehouses and purchase. It enables review of real-time information, provides the facility to respond rapidly to customer demands, and ensure consistency and accuracy.

Expert III ties together a series of functional modules to work in an integrated manner. It is a management solution that is easily adaptable to the business processes in a company. The architecture of Expert III provides users full control of the system. Each user can customize the software, define an element and add or remove elements as required. Expert III is powerful, flexible and affordable software.

elements as required. Expert III is powerful, flexible and affordable software. Figure 1: Structure of Expert

Figure 1: Structure of Expert III

Lantek Expert III

Prerequisites

CHAPTER

2

2 Prerequisites

This Chapter describes the fundamentals of the software and the basic instructions for performing standard tasks. It describes the basic applications such as main menu, modules, and tables, and provides instructions for performing standard tasks such as log on and log off. It also describes how to use system help and user help.

2.1 Hardware requirements

2.1.1 Minimum requirements

1. Client

Intel® Pentium® 4, Xeon™, or AMD Athlon™, 2GHz or better processor.

512 MB RAM.

1 GB of hard disk space

2. Server

Intel® Pentium® 4, Xeon™, or AMD Athlon™, 2GHz or better processor.

1 GB RAM

Prerequisites

Lantek Expert III

2.1.2 Recommended requirements

1. Client

Intel® Pentium® 4, Xeon™, or AMD Opteron™, 3GHz or better processor.

1GB RAM

2. Server

Intel® Pentium® 4, Xeon™, or AMD Athlon™, 3GHz or better processor.

2 GB MB RAM.

2.2 Software Requirements

2.2.1 Supported operating systems

Windows NT service Pack 5

Windows® 2000 Professional SP4

Windows® XP Professional SP2

Windows® XP Professional x64 Edition

2.3 Log on and log off

Log on to Expert III requires a user ID and a password to run the application.

User names and Passwords are case sensitive.

!

Make sure the Caps Lock function on your keyboard is not turned on during log on.

Lantek Expert III

Prerequisites

2.3.1 Log on

1. On the Windows taskbar, click the Start button, and then select All Programs.

2. From the displayed list, select Lantek, and then click Lantek Expert. The Lantek Expert screen is displayed.

3. Enter the ‘User name’ and ‘Password’, and then click OK. The Lantek Expert main menu window is displayed.

2.3.2 Log off

On the File menu, click Exit.

Click the Windows Close (

On the File menu, click Exit . Click the Windows Close ( ) button on the

) button on the title bar.

2.4 Logic of the software

After logging on to the Expert III software, the workspace is visible. The workspace is the area of the desktop that the software uses to display its main menu, modules, and tables.

Prerequisites

Lantek Expert III

2.4.1 Main menu

Prerequisites Lantek Expert III 2.4.1 Main menu Figure 2: Main Menu The window displayed in the

Figure 2: Main Menu

The window displayed in the workspace is called the Expert – (Main menu). It displays all the main components and some subcomponents in a tree structure.

main components and some subcomponents in a tree structure. The Expert - Main menu icon (

The Expert - Main menu icon ( ) appears at the top of the workspace. Click the icon to go back to the Main menu from any of the tables.

Lantek Expert III

Prerequisites

2.4.2 Modules

Lantek Expert III Prerequisites 2.4.2 Modules Figure 3: Modules Expert III is an integration of many

Figure 3: Modules

Expert III is an integration of many efficient and well-designed modules. The modules are designed to manage enterprise processes such as quotes, sales, manufacturing, warehouses, purchases and so on.

2.4.3 Tables

wa rehouses, purchases and so on. 2.4.3 Tables Figure 4: Tables Each module of the software

Figure 4: Tables

Each module of the software consists of tables. The elements in tables are displayed in three window types as follows:

List window

Details window

Browser window

Prerequisites

Lantek Expert III

List window

By default, the system displays all the elements of a table in a List window.

displays all the elements of a table in a List window. Figure 5: List window To

Figure 5: List window

To view a table in List window, click List mode (

window To view a table in List window, click List mode ( ) icon. You can

) icon.

You can also change the displayed type of the window at any point of time.

Lantek Expert III

Prerequisites

Details window

You can view all the fields of an element in a table in Details window.

all the fields of an element in a table in Details window. Figure 6: Details window

Figure 6: Details window

To view the details of an element, do the following:

1. Select the element.

2. Click Open (

of an element, do the following: 1. Select the element. 2. Click Open ( ) icon

) icon or double-click in the List window.

Prerequisites

Lantek Expert III

Browser window

can

subcomponents

You

view

the

table

in

a

tree

structure

for

elements

with

You view the table in a tree structure for elements with Figure 7: Browser window To

Figure 7: Browser window

To view the table in a tree structure, click Browser (

structure for elements with Figure 7: Browser window To view the table in a tree structure,

) icon.

Lantek Expert III

Prerequisites

2.5 Creating a new element

To create a new element in a table, do the following:

To create a new element in a table, do the following: 1. Click Create new element

1. Click Create new element (

2. Enter the required information in the essential fields.

) icon.

3.

Click Save (

in the essential fields. ) icon. 3. Click Save ( ). ! Fill all the fields

).

! Fill all the fields that appear in red color. They are mandatory fields.

2.6 Navigating to table

To navigate to the associated tables, do the following:

1. Click Navigate to components, you can view the associated tables in the drop-down menu.

, you can view the associated tables in the drop-down menu. Figure 8: Navigate to components

Figure 8: Navigate to components

2. To view the details, click the required table name.

Prerequisites

Lantek Expert III

2.7 Actions list

A table has integrated applications. To execute those applications from the table, do

the following:

1. Click Actions list, the drop-down menu displays the available applications in the table.

menu displays the available applications in the table. Figure 9: Actions list 2. Click an application

Figure 9: Actions list

2. Click an application to execute it.

3. Perform the necessary steps.

2.8 Viewing reports

A table has predefined reports:

To view the reports, click Last report (

reports: • To view the reports, click Last report ( ). • To view the analysis

).

To view the analysis report center, click Reports center (

• To view the reports, click Last report ( ). • To view the analysis report

).

Lantek Expert III

Prerequisites

2.9 Filtering fields

You can filter the elements in a table satisfying predefined conditions.

To view the elements that satisfy the condition, do the following:

1. Click drop-down list of the Filter (

2. Select the required field to filter.

2.10 Field filter

( 2. Select the required field to filter. 2.10 Field filter ). You can apply a

).

You can apply a condition to a field in a table and view the elements that satisfy the condition.

To view the elements that satisfy the condition, do the following:

the elements that satisfy the condition, do the following: 1. Click Field filter ( 2. The

1. Click Field filter (

2. The system displays Field filter dialog box.

) icon.

( 2. The system displays Field filter dialog box. ) icon. Figure 10: Field filter and

Figure 10: Field filter and condition

3. Select the required values for the fields from the available list.

4. Click OK.

Prerequisites

Lantek Expert III

2.11 Advanced filter

You can apply conditions to more than one field in a table and view only the elements that satisfy the conditions.

To view the elements that satisfy the conditions, do the following:

1. Click Advanced filter ( dialog box.

do the following: 1. Click Advanced filter ( dialog box. ) icon, the system displays Advanced

) icon, the system displays Advanced Filter

( dialog box. ) icon, the system displays Advanced Filter Figure 11: Advanced filter 2. In

Figure 11: Advanced filter

2. In the ‘Fields’ section, select the field names related to the table to apply the condition.

3. Click Add field (

to the table to apply the condition. 3. Click Add field ( ) icon or double-click

) icon or double-click the field name. The selected

fields get displayed in the ‘Conditions’ section.

4. Apply the required conditions to the fields in the ‘Conditions’ section.

5. Click Apply, and then click OK.

Lantek Expert III

Prerequisites

6. Click Save, to save the filter for further reference, the system displays Filter dialog box.

further reference, the system displays Filter dialog box. Figure 12: Filter dialog box 7. Enter the

Figure 12: Filter dialog box

7. Enter the name for the filter, and then click OK. The Filter is saved and is available in the drop down list of the ‘Filter’.

Select ‘Enable ‘OR’ conditions’ check box to apply more than one condition to the fields.

2.12 Getting help

The software provides System help (general functionalities of the software) and User help (specific functionalities of the modules).

functionalities of the software) and User help (specific functionalities of the modules). Figure 13: Help menu

Figure 13: Help menu

Prerequisites

Lantek Expert III

2.12.1 Using System help

On the Help menu, click System help.

1. In the Contents tab,

Select a book entry to view the topics within the book.

Click a topic entry to view the topic.

2. In the Index tab,

Type a word related to the topic you want to find. The index scrolls to the entries that match the letters.

Select the index entry, and then click Display or double-click the index entry.

If more than one topic is related to an entry, a list of related topics is displayed. Select the topic that you want to view, and then click Display or double-click the topic title.

3. Alternatively, use the Search tab to find topics.

2.12.2 Using User help

1. On the Help menu, click User help.

2. Select a book entry to view the topics within the book.

3. Click a topic entry to view the topic, and then click Help.

4. In a new window, the book entry of the particular topic opens.

5. Click the book entry to view the topics within the book.

6. Click a topic entry to view the topic.

Lantek Expert III

Items and backlogs

CHAPTER

3

3 Items and backlogs

The Items and backlogs module of Expert III helps you to manage the item catalog of the company. This module explains how to create various types of items and assign costs and purchase prices to the items.

A backlog is created in the Items backlogs table when the item ordered is not available in the warehouse. You can view the backlogs in the Items backlogs table and take necessary actions to procure them.

3.1 Items

You can create an item directly using the Items table (Main menu -> Items and backlogs -> Items).

table (Main menu -> Items and backlogs -> Items ). Figure 14: Items To create a

Figure 14: Items

To create a new item (refer Creating a new item in page 22).

Items and backlogs

Lantek Expert III

Expert III allows you to manage the following classes of items:

Common item

Sheet part

Duct figure

Raw material

Sheet

Abrasive

Isolate

Duct frame

Profile

Profile part

3.1.1 Types of items

The various types of items created using the Items and backlogs module are as follows:

Manufacturing

Buy

Outsourcing

Service

You can classify the items as 'Buy’ items or 'Manufacturing’ items according to their origin and ‘Sale’ items or ‘No-Sale’ items according to their use.

Lantek Expert III

Items and backlogs

The following table shows the classification:

TYPE

SALE

NO-SALE

BUY

Sheets

Commercialization

item

Raw material

Sheet

MANUFACTURING

Finished item

Sheet part

Sheet

Semi-finished item

Table 3: Types of items

3.1.2 Creating a sheet part

To create a simple sheet part item, do the following:

1. In the Items table, create a new item.

2. Select the ‘Sheet part’ from the drop down list in the ‘Class’

field.

3. Enter the ‘Reference’ of the item and other required details.

4. Click Save.

3.1.3 Creating an assembled item

To create an assembled item, do the following*:

1. In the Items table, create a new item.

2. Select the ‘Assembly’ (

)
)

check

box

to

assign

components to the main item.

3. Click the Components tab at the bottom of the window.

Items and backlogs

Lantek Expert III

4. Create a new component in the Items structures table.

5. Click Save.

All

the

components

required

for

the

final

item

must

be

previously created in Lantek Expert III.

3.1.4 Item structure

Expert III allows you to create easily and define the item structures using the Items structures table. (Main menu -> Items and backlogs -> Items -> Items (Details) -> Navigate to components -> Components -> Items structures)

to components -> Components -> Items structures ) Figure 15: Items structure An item structure comprises

Figure 15: Items structure

An item structure comprises a main item and its components. One or more components are assembled to the main item to create an item structure.

Lantek Expert III

Items and backlogs

The following figure is an example of an item structure.

The following figure is an example of an item structure. Figure 16: Example of Items structure

Figure 16: Example of Items structure

3.2 Items operations assignments

After you have assigned operations to a work center, you can assign those operations to an item (refer Assigning operations to a work center in page 85)

To assign an operation to an item*, do the following:

1. In the Items table, click the Operations tab at the bottom of the window. The system displays all the operations assigned to the selected item.

2. Click New to assign a new operation.

the selected item. 2. Click New to assign a new operation. Figure 17: Items operations 3.

Figure 17: Items operations

3. Enter the required fields.

Items and backlogs

Lantek Expert III

4. Click Save.

* To assign an operation to the item, the operation must be created and assigned to a work center in the Work centers table (refer Work centers in page 84 ).

3.3 Costs and Sale Prices of the items

Each company has various strategies to calculate the costs and sale prices of its

products. This section explains how to manage the costs and the sale prices of an

item applying various strategies. An explanation of the concepts is specified followed

by some practical examples.

3.3.1 Concepts

The process to calculate the costs and the purchase prices of an item

consists of three main sections. Each section can have various cases.

PURCHASE

COSTS (PURCHASE AND MANUFACTURING)

 

PRICES

SALE PRICES

Various purchase prices according to the supplier

Standard cost (theoretical fixed cost for a specific period of time) or

From ‘Standard cost’ (applying ‘Margin’ or ‘Markup’)Sheet

Unique supplier

Current cost (actual cost kept up-to-date according to the warehouse and the manufacturing movements) or

From ‘Current cost’ (applying ‘Margin’ or ‘Markup’)

Cost by ranges (variable cost according to the range of items)

From ‘Cost by ranges’ (applying ‘Margin’ or ‘Markup’)

Table 4 Price concept

Lantek Expert III

Items and backlogs

3.3.2 Purchase prices

A purchased item can have various purchase prices for each supplier.

The standard cost of an item is estimated by calculating the purchase prices.

The current cost is automatically calculated according to the warehouse movements.

calculated according to the warehouse movements. Figure 18 Purchase prices tab To create the purchase prices

Figure 18 Purchase prices tab

To create the purchase prices of an item, do the following:

1. In the Items table, click the Purchase prices tab at the bottom of the window.

2. Assign the purchase price related to each supplier in the Purchases prices or Companies items tables.

3.3.3 Costs

Expert III allows you to manage the costs of your items by following various strategies. This section explains all the related concepts and the various strategies to follow.

Items and backlogs

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3.3.4 Types of costs

Lantek Expert III explains the costs associated with an item as follows:

Costs associated with purchase items: In this case, you have to specify the cost of the item.

Costs associated with manufacturing items: The system automatically calculates the cost according to the manufacturing expenses of the item.

These concepts are explained in detail below.

of the item. These concepts are explained in detail below. Figure 19 Types of costs Costs

Figure 19 Types of costs

Costs associated with purchase items:

1. ‘Standard cost’: The cost of the item is fixed based on the purchase prices of the items. This cost is applicable for the manufacturing cost.

2. ‘Current Cost’: The cost of the item is updated automatically based on the warehouse movements. If it is a manufacturing item, the cost is updated by the manufacturing function in WOS (refer Work operating system (WOS) in page 94).

Current Cost Method: There are three ways to calculate the current cost of the item in the warehouse:

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Items and backlogs

Lantek Expert III Items and backlogs Figure 20 Current cost method • ‘Average’: Average of the

Figure 20 Current cost method

‘Average’: Average of the items in the warehouse

‘FIFO’: First In, First Out

‘LIFO’: Last In, First Out

‘Cost by ranges’: The cost of the item varies for various quantities. You can select the ‘Cost by ranges’ check box to define various cost for each quantity.

check box to define various cost for each quantity. Figure 21 Cost by ranges Costs associated

Figure 21 Cost by ranges

Costs associated with manufacturing items:

1. ‘Standard cost’: The standard cost of manufacturing item is the summary of all the estimated cost related to it.

The cost contributors used to calculate the standard cost are labor, work centers, and material. The system considers the resulting costs of all the components of a particular item to calculate the standard cost.

When you define an item as ‘Manufacturing’ item, the ‘Standard cost’ and the ‘Manufacturing cost’ are deactivated. The system automatically calculates both costs according to the various

Items and backlogs

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parameters provided in the Operations and Items operations tables.

2. ‘Current cost’: The system calculates the actual manufacturing cost of the item according to the resources used in the manufacturing process.

The current cost is calculated based on the labor, work centers, and the material costs validated in the Labor Tickets table.

If the item is a manufacturing item, the cost is updated by the manufacturing function in WOS (refer Work operating system (WOS) in page 94).

3. Cost by ranges: When you select the ‘Cost by ranges’ check box in the Items table, the system disables the ‘Standard cost’ and ‘Current cost’ fields.

In the Items costs table below the Items (Details) window, you can define the ranges for which you want to calculate the Standard Cost’ and ‘Current cost’ of the item. The system calculates the cost based on the volume and the manufacturing cost of the item.

3.3.5 Sale prices

To define the sale prices of items, Expert III gives you the possibility of fixing a constant price independently of the cost of your products

You can also define prices based on the incurred cost or required profit.

3.3.6 Types of sale prices

The sale price of an item can be defined in two ways:

Sale price based on the cost or profit: The system calculates the sale price, the resulting cost or profit of the item, according to the cost or profit that you define in the Sales prices table. This will depend on the parameters that you have defined as required.

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Items and backlogs

Fixed sale price: You can fix the sale price for the products. The system will use fixed price to calculate the resulting profit, based on the cost of the item and the ‘Price Method’ selected.

Sale price based on the Cost or Profit:

To calculate the sale price based on the cost, do the following:

1. In the Items table, click the Sales prices tab at the bottom of the window.

click the Sales prices tab at the bottom of the window. 2. Figure 22 Sales prices

2.

Figure 22 Sales prices tab

Create

quantities.

an

element

and

assign

tariffs,

currency

and

the

3. Enter either a percentage in the ‘Percent’ field or a profit value in the ‘Profit’ field. The system automatically calculates the other value. The system calculates the final price based on the cost of the item and the profit value entered.

The percent varies according to the price method selected.

Fixed sale price:

To calculate the fixed sale price, do the following:

1. In the Items table, select the ‘Fixed price’ check box.

Items and backlogs

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Items and backlogs Lantek Expert III Figure 23 Items: Fixed price 2. Click the Sales prices

Figure 23 Items: Fixed price

2. Click the Sales prices tab at the bottom of the Items (Details) window.

prices tab at the bottom of the Items (Details) window. Figure 24 Sales prices tab 3.

Figure 24 Sales prices tab

3. Create a new element and assign tariffs, quantities, and fixed price for the item.

4. The system automatically calculates the profit and the percent.

The percent will be varying according to the ‘Price method’ selected.

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Items and backlogs

3.3.7 Types of profits:

The profit of an item is calculated in two ways, ‘Margin’ and ‘Markup’.

Profit based on ‘Margin’: A percentage of the sales price is applied to calculate the profit.

Profit based on ‘Markup’: A percentage of the item cost is applied to calculate the profit.

3.3.8 Update prices of tariff

To update the prices of tariff using Items table, do the following:

1. In the Items table, click Actions list and select Prices update.

2. The system displays Prices update dialog box.

update . 2. The system displays Prices update dialog box. Figure 25: Prices update 3. In

Figure 25: Prices update

3. In the ‘Update’ section, you can select from the following options:

‘Tariff’: It updates the price for a selected tariff.

‘All the tariffs’: It updates the price for all the tariffs.

‘Selected item’: It updates the price of tariff only for the selected item.

4. In the ‘Update mode’ section, you can select from the following options:

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‘New price’: Enter the new price of the tariff.

‘Fixed update’: Enter a fixed price, which will be added to the existing price of tariff.

‘Update percentage’: Enter a percentage based on which the existing price of tariff will be updated.

5. Click Next. The system opens Prices update window displaying the previous and new prices. You can also enter the new price of the tariff in this window.

can also enter the new price of the tariff in this window. Figure 26: Prices update

Figure 26: Prices update

6. Click OK. The prices of tariffs are updated in the Items prices table.

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Items and backlogs

3.4 Items backlogs

The Items and backlogs module helps you to identify the item backlogs that arise because of the unavailability or insufficiency of the required items in the warehouse.

You can view the backlogs in the Items backlogs table (Main menu -> Items and backlogs -> Items backlogs). You can also view the backlogs of an item in the Items table or in the Warehouses table.

an item in the Items table or in the Warehouses table. Figure 27 Items backlogs Items

Figure 27 Items backlogs

Items backlogs occur at the time of fulfilling the requirements of the sale orders, purchase orders, manufacturing orders, projects, work centers or warehouses. You can define the allocated, pending, and required quantities of a particular item.

You can also manage the reserve items by fixing them as pending and leaving the quantities as stock, to use up other reserves. You can reserve quantities from any warehouse where the stock exists.

The four main types of backlogs are described below:

Sale order: The backlogs are generated when a sale order is accepted or updated.

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Lantek Expert III

Work center: The backlogs are generated when the manufacturing order is exploited.

Job: The backlogs are generated when a nested job is CAD/CAM module.

kept in

the

Warehouse: The backlogs are generated when an item reaches the minimum quantity defined in the warehouse.

To open the backlogs of a particular item, do the following:

1. In the Items table, select the required item.

2. Click the Items backlogs tab at the bottom of the Items (Details) window.

The main fields in the Items backlogs table are briefly described below:

‘Required quantity’: Quantity of item required to execute a sales order.

‘Allocated quantity’: Quantity of the item available in the warehouse and can be assigned against required quantity.

‘Ordered quantity’: Quantity of the item ordered to fulfill the difference between required quantity and assigned quantity.

‘Pending quantity’: Quantity of the item required to fulfill the difference between required quantity, assigned quantity and ordered quantity.

This table also provides you information about the ‘Type’, ‘Class’, ‘Material’, ‘Thickness’, ‘Length’ and ‘Width’ of the item.

Lantek Expert III

Customer relationship management (CRM)

CHAPTER

4

4 Customer relationship management (CRM)

The CRM module of Expert III enables you to manage the business relations in an organized way. Using the CRM module, you can save the time spent on transactions and the cost involved in dealing with multiple transactions.

The CRM module helps you to do the following:

Store information about your contacts and opportunities to generate it to other systems such as: quotes, invoices, delivery notes and so on.

Act as a central system to classify type of customers.

4.1 Companies

You can create the details of the associated companies using the Companies table (Main menu -> CRM -> Companies). These details are later generated to the Sales, Purchase or Quotes tables to enter the supplier or customer details.

generated to the Sales, Purchase or Quotes tables to enter the supplier or customer details. Figure

Figure 28 Companies

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The Contacts table in the Companies (Details) window provides contact details and addresses of the associated company.

The Addresses table in the Companies (Details) window provides various addresses of the associated company.

4.1.1 Types of Associated companies

You can select the required check box to identify the type of associated company. The associated companies are as follows:

Customer

Supplier

Competitor

Partner

Dealer

Carrier

• Competitor • Partner • Dealer • Carrier Figure 29 Associated companies 4.1.2 Creating auxiliary

Figure 29 Associated companies

4.1.2 Creating auxiliary data

You can enter additional information about the associated company in the Invoicings auxiliary data table.

Lantek Expert III

Customer relationship management (CRM)

To enter additional information, do the following:

1. In the Companies table, click Navigate to components.

2. Click Invoicings auxiliary data.

to components . 2. Click Invoicings auxiliary data . Figure 30 Invoicings auxiliary data 3. Enter

Figure 30 Invoicings auxiliary data

3. Enter the additional data about the company, such as, the method of payment, tariff, account, and so on. Click Save.

4.1.3 Creating other addresses of the company

In case the associated company has more than one contact addresses, you can enter other addresses in the company record.

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To enter more than one contact addresses, do the following:

1. In the Companies table, click Navigate to components.

1. In the Companies table, click Navigate to components . Figure 31 Addresses 2. Click Addresses

Figure 31 Addresses

2. Click Addresses.

3. Enter the other addresses of the company.

4. Click Save.

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Customer relationship management (CRM)

4.2 Contacts

You can manage the contacts of the associated company using the Contacts table. The Contacts table provides details such as the name of the contact, address, and contact numbers of the person (Main menu -> CRM -> Contacts).

of the person (Main menu -> CRM -> Contacts ). Figure 32 Contacts 4.2.1 Creating a

Figure 32 Contacts

4.2.1 Creating a contact directly

You can create a contact directly from the Contacts table (refer Creating a new element in page 22).

Customer relationship management (CRM)

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4.2.2 Creating a contact related to the company

To register a new contact related to an associated company, do the following:

1. In the Companies table, click Navigate to components.

2. Click Contacts.

3. Enter the required fields.

4. Click Save.

4.3 Dunning management

Dunning application helps in managing the pending payments. It helps you to track all the customers with the pending payments. It is the process of methodically communicating with the customers to ensure the collection of accounts receivable

This application allows you to lock the customers, send reminders to the customers or increase the limit of the customers; who have exceeded the set credit limit (Main menu -> CRM -> Dunning).

of the customers; who have exceeded the set credit limit (Main menu -> CRM -> Dunning

Figure 33: Dunning

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Customer relationship management (CRM)

You can filter the dunning levels and view the details of the companies with their expired balance in the Dunning window (refer Figure 33: Dunning).

4.4 Prerequisite to Dunning

To work on Dunning, you have to activate the Dunning application as follows:

1. Click Configure parameters in Sales management module (Main menu -> Sales management -> Configurations elements -> Configure parameters).

2. The system displays Modules parameters dialog box.

-> Configure parameters ). 2. The system displays Modules parameters dialog box. Figure 34: Modules parameters

Figure 34: Modules parameters

Customer relationship management (CRM)

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3. Select General and click Configure. The system displays General dialog box.

Configure . The system displays General dialog box. Figure 35: General 4. Select Dunning management and

Figure 35: General

4. Select Dunning management and click OK. The Dunning application is activated.

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Customer relationship management (CRM)

4.5 Executing Dunning

To execute the Dunning application, do the following:

1. In the Companies table, filter and select a customer. Click Navigate to components and select Invoicings auxiliary data.

)
)

enter the data related to dunning such as the

‘Approval date’, ‘Approved credit’, ‘Risk threshold’ and then save the

record and close the window.

3. In the Sales orders table, create a new sales order and a sale order line for an item with sale price (refer Sale orders in page 59) for the customer on whom dunning has to be executed.

2. Click New (

and

on whom dunning has to be executed. 2. Click New ( and 4. Accept the sales

4. Accept the sales order and click Save (

). If the total value of the sales

order exceeds the approved credit a warning message is displayed indicating that the risk threshold has been exceeded.

credit a warning message is displayed indicating that the risk threshold has been exceeded. Figure 36:

Figure 36: Warning

Customer relationship management (CRM)

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5. Click Close ( ) icon to close the above warning message and the system
5.
Click Close (
) icon to close the above warning message and the
system displays Warning dialog box.
Figure 37: Warning
6.
You can select the required option as follows:
‘Postpone sale order’: Select this option to postpone the sale order
creation for later and select ‘Lock customer’ check box to block the
customer
‘Increase the limit’: Select this option to increase the credit limit of the
customer and enter the new credit limit in ‘New’ field.
‘Allow sale order’: Select this option to continue with the process, select
the ‘Lock customer’ check box to lock the customer after this transaction.
7.
Click OK.

Lantek Expert III

Sales management

CHAPTER

5

5 Sales management

The Sales management module of Expert III supports the entire sales process of your enterprise from creating quotes to generating invoices.

Business enterprises are confronted with complex processes in selling goods. To simplify this process, Sales management module includes the following:

Managing the quotations

Managing discounts

Creating sales orders directly and against quotes

Creating delivery notes directly and against sale orders

Invoicing

Sales tracking

The following flowchart shows the process of Sales management module.

tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales
tracking The following flowchart shows the process of Sales management module. Figure 38: Flowchart of sales

Figure 38: Flowchart of sales process

Sales management

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5.1 Quotes

You can create and manage the information related to quotes for sheet parts using the Quotation tool application (Main menu -> Sales management -> Quotation tool).

menu -> Sales management -> Quotation tool ). Figure 39: Quote The Quotes table provides details

Figure 39: Quote

The Quotes table provides details such as address of the client, method of payment, subtotal, and total amount of the quote.

To create a quote for the sheet part, do the following:

1. Click New (

quote for the sheet part, do the following: 1. Click New ( ) on the standard

) on the standard tool bar.

2. Enter the ‘General’ and ‘Auxiliary’ details and click Save (

and ‘Auxiliary’ details and click Save ( ). You can edit quotes, quotes line and quotation

).

You can edit quotes, quotes line and quotation tool by clicking Edit

(
(

) on the standard tool bar.

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Sales management

5.1.1 Creating lines for the quotes

The lines for the quotes can be created either through the Quotes window or by using Quotation tool.

To create lines for the quotes through the Quotes window, do the following:

1. In the Quotes window, click New ( to create lines to the quote.

Quotes window, click New ( to create lines to the quote. ) icon in the ‘Lines’

) icon in the ‘Lines’ section

2. Enter the required details and click Save (

section 2. Enter the required details and click Save ( ). To create lines for the

).

To create lines for the quotes through the quotation tool, do the following

1. Click Quotation tool (

)
)

icon in the Quotes

window (refer Figure 39: Quote) to create a line for the quote.

2. The system displays Quotation tool window which provides all the necessary data required to create a quote line.

tool window which provides all the necessary data required to create a quote line. Figure 40:

Figure 40: Quotation tool

Sales management

Lantek Expert III

Sales management Lantek Expert III 3. You can click New ( line. 4. In the ‘Item’

3. You can click New ( line.

4. In the ‘Item’ section, you can enter the ‘Quantity’, ‘Delivery

) icon to select an item for the quotation

, ‘Delivery ) icon to select an item for the quotation date’ , ‘Material’ and ‘Thickness’

date’, ‘Material’ and ‘Thickness’. Click Save ( ) icon to save the items details.

. Click Save ( ) icon to save the items details. 5. In the ‘Operations’ section,

5. In the ‘Operations’ section, click New (

) icon to select an

operation for the item. You can enter the required details such

as ‘Number of employees’, ‘Unit cost’, ‘Estimated time’ and so

, ‘Unit cost’ , ‘Estimated time’ and so on. Click Save ( ) icon to save

on. Click Save ( ) icon to save the operations details.The system creates the line for the quote

operations details.The system creates the line for the quote You can also click New ( )

You can also click New ( ) icon to create a new quotation line based on the following options:

create a new quotation line based on the following options: Figure 41: New drop down list

Figure 41: New drop down list

Database: This option helps you to select an item and its operations from the database to include it to the quotation line.

Importer sheet part: This option helps you to import a file or parts to the item in the quotation line.

Quick draw: This option helps you to quick draw an image for the item of the quotation line through the Quick draw window.

Draw module: This option helps you to draw an image for the item of the quotation line through the Expert draw window.

The products created with this tool are real products and will be available in all the tables even if a sale order is not generated.

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Sales management

5.1.2 Quote tracking

You can also keep track of the quotes using the Quote analysis report in the Reports center. The Quote analysis keeps a record of the quotes sent to the customers and provides details about the quote date, validity and the total amount.

ls about the quote date, validity and the total amount. Click Reports center icon ( management

Click Reports center icon (

management -> Sales -> Quote analysis).

) to view Quote analysis report (Sales

( management -> Sales -> Quote analysis) . ) to view Quote analysis report (Sales Figure

Figure 42: Quote analysis

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5.2 Sale orders

You can create and manage the sale orders of your enterprise using the Sale orders table (Main menu -> Sales management -> Sale orders).

(Main menu -> Sales management -> Sale orders ). Figure 43: Sale orders The sale order

Figure 43: Sale orders

The sale order entry helps to do the following:

Calculate the total weight of the item, total amount of the item, tax, transportation, price, and discount.

Check the availability of the item ordered in the item backlogs.

Generate manufacturing orders, purchase orders, warehouse movements to fulfill the requirement of the sale order.

The Sale orders table also provides an option for sales tracking and information on the flow of the order as follows:

‘To invoice’: The sales order is ready to be invoiced.

‘Invoiced’: The sales order is invoiced.

‘Delivery note’: A delivery note is created against the sale order.

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Sales management

‘Shipped’: The sales order is sent.

management • ‘Shipped’ : The sales order is sent. Figure 44: Sales order flow The Lines

Figure 44: Sales order flow

The Lines table in the Sale orders window displays details of the sale order. It shows the ‘Manufacturing status’, ‘Delivery note status’ and ‘Invoice status’ of the sale order.

status’ and ‘Invoice status’ of the sale order. Figure 45: Sales order details The Items backlogs

Figure 45: Sales order details

The Items backlogs lines table in the Sale orders window gives information about the unavailable or insufficient items in the warehouse.

Sales management

Lantek Expert III

Item backlogs occur at the time of fulfilling the requirements of a sale order.

at the time of fulfilli ng the requirements of a sale order. Figure 46: Items backlogs

Figure 46: Items backlogs lines in the Sale orders window

Sale orders can be created as follows:

Directly

Against a quote

Copy from the existing sale order

5.2.1 Creating a sale order directly

You can create a sale order directly from the Sale orders table (refer Creating a new element in page 22).

5.2.2 Creating a sale order against quote

To create a sale order against quote, do the following*:

1. In the Sale orders table, click Actions list.

2. Click Order against quote. The system displays Quotes table showing only the quotes with the status 'Accepted’.

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Sales management

3. Select the quote for which you want to create the new sale order.

4. The system displays ‘Order against quote’ dialog box.

The system displays ‘Order against quote’ dialog box. Figure 47: Order against quote 5. When more

Figure 47: Order against quote

5. When more than one quote is selected, the box ‘Sale order setup’ is enabled with the following options:

'One order for all selected quotes (grouped by customer) ‘:

Select this to create only one order for all the quotes belonging to the same customer.

'One order for each selected quote': Select this to create an independent sale order for each quote.

6. In ‘Lines setup’ box, you can choose any of the following options to select lines from the quotes for the sale orders:

'Insert all the lines from the quote': Select this to add all the quote lines to the sale order.

'Select lines from the quote': Select manually the quote lines you want to include.

7. Click OK.

8. The system displays Sale order: Enter the Reference dialog box

9. Enter the reference for the sale order, and then click OK. The system creates the corresponding sale order records importing the data of the selected quotes.

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5.2.3 Copy from existing sale order

To create a new sale order by copying the existing sale order details, do the following:

1. Select a sale order from the Sale orders table, click Actions list.

2. Select Copy sale order . The system displays Copy sale order dialog box.

order . The system displays Copy sale order dialog box. Figure 48: Copy sale order 3.

Figure 48: Copy sale order

3. Enter a new ‘Reference’ and change the required details such as ‘Customer’, ‘End customer’, ‘Contact’ and ‘Delivery date’.

4. Select the ‘Apply new customer’s details’ check box, in case the customer is different to add automatically the new customer’s details.

5. Click OK. A new sale order is created in the Sale orders table with the details of the existing selected sale order.

Lantek Expert III

Sales management

5.2.4 Copy sale order lines

You can also copy sale order lines from one sale order to another.

To copy the sale order lines, do the following:

1. From the Sale order lines table, select a sale order line which you want to copy and then click Actions list.

2. Select Copy sale order lines. The system displays Sale order reference dialog box.

. The system displays Sale order reference dialog box. Figure 49: Sale order reference 3. Select

Figure 49: Sale order reference

3. Select the sale order to which you want to copy the lines.

4. Click OK. The selected sale order line is copied to the concerned sale order.

If you enter a new reference in the Sale order reference dialog box, a new sale order with the copied sale order line will be created in the Sale orders table.

5.3 Sending a Sale order for Manufacturing

You can send the sale order for manufacturing if the item ordered is not available in the warehouse and item type is manufacturing.

Sales management

Lantek Expert III

To send a sale order for manufacturing, do the following*:

1. In the Sale orders table, click Actions list.

2. Click Manufacturing orders against sale orders. The system displays ‘Manufacturing orders against sale orders’ dialog box.

‘Manufacturing orders against sale orders’ dialog box. Figure 50: Manufacturing orders against sale orders 3. Enter

Figure 50: Manufacturing orders against sale orders

3. Enter the details, and then click OK. A new manufacturing order will be created.

*

The status of the Sale order must be ‘Accepted’.

Lantek Expert III

Sales management

5.4 Delivery notes

You can create and manage the delivery of the items using Delivery notes table (Main menu -> Sales management -> Delivery notes).

(Main menu -> Sales management -> Delivery notes ). Figure 51: Delivery notes The Lines table

Figure 51: Delivery notes

The Lines table in the Delivery notes window displays details of all the items to be delivered to the customer on the date mentioned in the Delivery notes table.

Delivery notes can be created as follows:

Directly

Against order

5.4.1 Creating delivery note directly

You can create a delivery note directly from the Delivery notes table (refer Creating a new element in page 22).

Sales management

Lantek Expert III

5.4.2 Creating delivery note against order

To create a delivery note against order, do the following:

1. In the Delivery notes table, click Actions list.

2. Click Delivery note against order. The system opens the Sale orders table showing only the sale orders with the status 'Accepted’.'

3. Select the required element from the Sale orders table.

4. The system displays Delivery note against order dialog box.

system displays Delivery note against order dialog box. Figure 52: Delivery note against order 5. When

Figure 52: Delivery note against order

5. When more than one order is selected, the box ‘Delivery notes setup’ is enabled with the following options:

‘One ship for all selected orders (grouped by customer) ‘: Select this to create only one delivery note for all the orders belonging to the same customer.

‘One delivery note for each selected order': Select this to create an independent delivery note for each order.

6. In ‘Lines setup’ box, you can choose any of the following options to select the lines from the orders for the delivery notes:

'Select lines from sale orders': Select manually the lines you want to include.

'Insert all the lines from the orders': Select this to add all the lines of the orders to the Delivery note.

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Sales management

7. Click OK.

8. The system displays Delivery note: Enter the reference dialog box.

9. Enter the reference of the delivery note and then click OK. The system creates a delivery note in the Delivery notes table.

You can specify in the delivery note whether the sale order is in status invoiced or to be invoiced. When the delivery note is shipped, the system manages the batches available in the warehouse.

5.5 Invoices

You can create and manage the invoice of the transactions using Invoices table (Main menu -> Sales management -> Invoices).

(Main menu -> Sales management -> Invoices ). Figure 53: Invoices (Details) The Lines table in

Figure 53: Invoices (Details)

The Lines table in the Invoices (Details) window displays information on the price of each item invoiced.

The Paydays table in the Invoices (Details) window displays the invoice amount and the payment status.

Sales management

Lantek Expert III

The Distributions table in the Invoices (Details) window displays the entries which are created in the Journal when you execute the Account invoice action from the Invoices table.

Invoices can be created as follows:

Against a sale order

Against a delivery note

5.5.1 Creating an invoice directly

You can create an invoice directly from the Invoices table (refer Creating a new element in page 22).

5.5.2 Creating an invoice against a sale order

To create an invoice against a sale order, do the following:

1. In the Invoices table, click Actions List.

2. Click Invoice against order. The system opens the Sale orders table showing only the sales orders with the status as ‘Accepted'.

3. Select the required sale order from the list. The system displays Invoice against order dialog box.

sale order from the list. The system displays Invoice against order dialog box. Figure 54: Invoice

Figure 54: Invoice against order

Lantek Expert III

Sales management

4. When more than one order is selected, the box ‘Invoice setup’ is enabled with the following options:

‘One invoice for all selected orders (grouped by customer)‘:

Select this to create only one invoice for all the orders belonging to the same customer.

‘One invoice for each selected order': Select this to create an independent record for each order.

5. In ‘Lines setup’ box, you can choose any of the following options to select the lines from the orders for the invoice:

'Insert all the lines from the orders': Select this to add all the lines of the orders to the Invoice.

'Select lines from sale orders': Select manually the lines you want to include.

6. Click OK. The system displays Invoice: Enter the reference dialog box.

7. Enter the reference of the invoice and then click OK. The system creates invoice in the Invoices table.

5.5.3 Creating an invoice against a delivery note

To create an invoice against a delivery note, do the following:

1. In the Invoices table, click Actions List.

2. Click Invoice against delivery note. The system opens the Delivery notes table.

Sales management

Lantek Expert III

3. Select the required delivery note from the list. The system displays Invoice against delivery note dialog box.

system displays Invoice against delivery note dialog box. Figure 55: Invoice against delivery note 4. When

Figure 55: Invoice against delivery note

4. When more than one delivery note is selected, the box ‘Invoice setup’ is enabled with the following options:

‘One invoice for all selected delivery notes (grouped by customer) ‘: Select this to create only one invoice for all the delivery notes belonging to the same customer.

‘One invoice for each selected delivery note': Select this to create an independent record for each delivery note.

5. In ‘Lines setup’ box, you can choose any of the following options to select the lines from the orders for the invoice:

'Select lines from delivery notes': Select manually the lines you want to include.

'Insert all the lines from the delivery notes': Select this to add all the lines of the delivery notes to the Invoice.