Packages - Revision history

Amy at 21:36, 13 June 2013

2013-06-13T21:36:07Z

Amy at 22:48, 20 July 2012

2012-07-20T22:48:46Z

Amy: /* Placing a PO for packages */

2012-07-20T22:48:10Z

Placing a PO for packages

Amy: /* Placing a PO for packages */

2012-07-20T22:40:05Z

Placing a PO for packages

Amy: /* Creating a Package */

2012-07-20T22:32:47Z

Creating a Package

Amy at 19:05, 20 July 2012

2012-07-20T19:05:34Z

Amy at 18:58, 20 July 2012

2012-07-20T18:58:39Z

Amy at 18:55, 20 July 2012

2012-07-20T18:55:10Z

Amy at 19:10, 14 June 2011

2011-06-14T19:10:33Z

Moha at 18:00, 8 June 2011

2011-06-08T18:00:25Z

← Older revision		Revision as of 21:36, 13 June 2013
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	<br>5. When receiving items, you must select the pack items and click '''Receive Item'''. You cannot select the package header and receive the whole package.		<br>5. When receiving items, you must select the pack items and click '''Receive Item'''. You cannot select the package header and receive the whole package.
	<br>[[File:POWithAllPackItems.png]]		<br>[[File:POWithAllPackItems.png]]
		+
		+
		+	== How the package on the invoice sync to QuickBooks ==
		+
		+	<h3>Charging as Package & Add As line Items checked</h3>
		+	<br>If you have both '''Charge as Package''' and '''Add As LIne Items''' check on your package, then the charge is going to be on the package header. Since the package isn't in QuickBooks, the income is going to pass through SMP_Item (image below)
		+	<br>[[File:QBInvoice_ChargeAspackage_AddAsLineItems.png]]
		+
		+	<h3>Add As Line Items & NOT charging as a package</h3>
		+	<br>If you do not check Charge as Package but check '''Add as Line Items''', then the package header line on the invoice in QuickBooks will have a $0 on it. The prices will be on the package items as shown in the image below.
		+	<br>[[File:QBInvoice_AddAsLineItems_NO_ChargeAsPackage.png]]

@@ Line 120: / Line 120: @@
 <br>1. In Service or Install order, click '''Actions''' > '''Create PO for Selected Items'''. The PO Item Selection window opens.
 <br>[[File:AddAsLineItemsPO.png]]
-<br 2. In the PO Item Selection window, check in the '''include''' column for the items you want to put on a PO. You will see the package name and the pack items (inventory items in package)
+<br> 2. In the PO Item Selection window, check in the '''include''' column for the items you want to put on a PO. You will see the package name and the pack items (inventory items in package)
 <br>- If you choose the Package name and click Save All Changes, a PO will be created for all the items in the package including service items in the package. (you must select a vendor in the vendor column to create a PO for the package)
 <br>- If you choose the individual Pack Items you want to place on a PO, then only those items will be on the PO.

← Older revision		Revision as of 22:48, 20 July 2012
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	<h2>PO for Packages setup as Add as Line Items (not charge as package)</h2>		<h2>PO for Packages setup as Add as Line Items (not charge as package)</h2>
		+	For Packages that are addd as line items, you can select which items you want to place on a PO.
		+	<br>1. In Service or Install order, click '''Actions''' > '''Create PO for Selected Items'''. The PO Item Selection window opens.
		+	<br>[[File:AddAsLineItemsPO.png]]
		+	<br 2. In the PO Item Selection window, check in the '''include''' column for the items you want to put on a PO. You will see the package name and the pack items (inventory items in package)
		+	<br>- If you choose the Package name and click Save All Changes, a PO will be created for all the items in the package including service items in the package. (you must select a vendor in the vendor column to create a PO for the package)
		+	<br>- If you choose the individual Pack Items you want to place on a PO, then only those items will be on the PO.
		+
		+	<br>[[File:POItemSelection_AsLineItems.png]]
		+	<br> 3. Click the '''Purchase Orders''' tab in the service order and you will see the package name and pack items that were placed on a PO and the PO number. Double click on any of the lines and SME will jump to the PO.
		+	<br>4. In the PO, click the '''PO Items''' tab. You will see the package name. Click the plus sign to expand the package to see the pack items if you added the whole package, otherwise you will see the individual pack items you selected to put on the PO.
		+	<br>5. When receiving items, you must select the pack items and click '''Receive Item'''. You cannot select the package header and receive the whole package.
		+	<br>[[File:POWithAllPackItems.png]]

@@ Line 98: / Line 98: @@
 <h2>PO for Packages setup as Charge as Package</h2>
 <h3> Syncing Bills for POs setup as Charge As Package to QuickBooks</h3>
 - If you have SQLink setup to sync Bills to QB for items received on POs, the bill will not sync to QuickBooks until all the Pack Items are received.

@@ Line 3: / Line 3: @@
 == Creating a Package ==
+<br>In the process of creating a package, you will need to decide if all the package items are added to the order or only the package name, add the items to the package, and decide on pricing for the package
 <h2> Choosing Add as Line Items and Charge as Package Options</h2>
+Familiarize yourself with the different combinations of Adding the items as line items to the order and charging as a package. These options drive how the package shows on the order and how you place POs for the package.
+<br>[[File:PackageOptions.png]]
 <h3> Add as Line Items & Charge as Package</h3>
 <br>[[File:LineItemsAndChargepackage.png]]
 <br>If you are charging as a package, you cannot delete the package header on an order and keep the pack items. Deleting the Package header will delete all the pack items as well.
 <h3> Add as Line Items </h3>
 <br>[[File:AddAsLineItems.png]]
 <h4> Deleting the Package Header</h4>
-If package is setup to Add as Line Items and not to Charge as Package, then you can delete the package header and keep the pack items.
+If package is setup to Add as Line Items and ''not'' to Charge as Package, then you can delete the package header and keep the pack items.
 <br>[[File:DeletingPackageheader.png]]
 <h3> Charge as Package</h3>
 <br>[[File:ChargeAsPackage.png]]

@@ Line 69: / Line 69: @@
 == Adding a package to a service or install order ==
+. On the Order Items tab or the Materials tab, click '''New package.'''
+<br>2. In the window that opens, select the package you want to add.
 == Deleting a package from service or install order ==
+<br>If package is setup to '''Add as Line Items''' and ''not'' to''' Charge as Package''', then you can delete the package header and keep the pack items.
 == Deleting Pack Items from service or install order ==
+<br>If package is setup to '''Add as Line Items''' and ''not'' to '''Charge as Package''', then you can delete the pack items and the order total reflects the change.
 == Placing a PO for packages ==

← Older revision		Revision as of 18:58, 20 July 2012
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	<br>[[File:PackagePriceTab.png]]		<br>[[File:PackagePriceTab.png]]

		+	<br>If pack item retail price changes:
		+	<br> When add the package to the order, the retail price from the pack items are pulled so if the pricing changed since you created the package, the retail price calculated on the order will reflect the latest pricing.
		+
		+	<br>To get the Current Retail field to update on the package pricing tab, click Edit and then click Calculate package totals
		+	<br>[[File:UpdatingCurrentRetail.png]]
		+
	== Adding a package to a service or install order ==		== Adding a package to a service or install order ==

@@ Line 2: / Line 2: @@
-'''
+== Creating a Package ==
-'''Add to Customer Equipment''' – Do not check this box. If you want material in a package to go to customer equipment. You can follow these steps:
+<h2> Choosing Add as Line Items and Charge as Package Options</h2>
-'''Add as Group''' – Adds only the package contents to the Order Items tab on the order.
+<h3> Add as Line Items </h3>
-[[File:AddAsGroup.png]]
+<h3> Charge as Package</h3>
-'''**NOTE**'''If you check Breakout Contents and Add as Group, it will only add the package contents to the Order Items tab.
+<h2> Adding pack items to the package</h2>
-. '''Contents tab''' –  This is where you will select the material to be included in the package. The material you add to the package must already be set up in inventory.
+<h3>Adding Inventory items to package</h3>
-*Click '''New'''.
+<h3>Adding Service items and Labor Items to package</h3>
-*In the Package '''Item Editor window''', click [[File:I.png]] to select the material from inventory. The Item Name, Item Number and Description will populate from the inventory item you selected.
+<br>1. Click the '''S''' button and a list of service items open.
-*Click '''OK'''.
+<br>2. Double click the item you want to add to the package
-'''Add Package to an Order:'''
+== Adding a package to a service or install order ==
-#    Create a new service or install order.
-#    Select the Order Items tab.
-#    Click '''New Package''' and select the package.
+== Deleting a package from service or install order ==

@@ Line 6: / Line 6: @@
 <br>1. Go to the Inventory module and click '''Packages'''.
 <br>2. Click '''New'''.
 <br>3. '''Details and Settings tab''' – here you will enter the package name and description. Additional options include:
@@ Line 19: / Line 17: @@
 <br>1. Figure out which inventory items are included in the package.
 <br>2. Go to the inventory module and find the items to be included in the package.
 <br>3. Make sure '''Add to Cust. EQ''' is checked on all the items you want to be added to customer equipment.
 <br>4. Go to Packages and create a new package.

← Older revision		Revision as of 18:00, 8 June 2011
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−	NOTEIf you check Breakout Contents and Add as Group, it will only add the package contents to the Order Items tab.	+	'''NOTE'''If you check Breakout Contents and Add as Group, it will only add the package contents to the Order Items tab.