Differences
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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userdocs:travelwise:data_loading:products [2013/11/26 04:58] 127.0.0.1 external edit |
userdocs:travelwise:data_loading:products [2015/06/05 02:22] (current) dokuwiki_sync |
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| Line 8: | Line 8: | ||
| ===== Create Product ===== | ===== Create Product ===== | ||
| - | - Push 'New Prod' button (Alt+N) to create a product. | + | - Push //'New Prod'// button (Alt+N). |
| - Fill in mandatory fields and save: | - Fill in mandatory fields and save: | ||
| * Name (100 chars); | * Name (100 chars); | ||
| Line 15: | Line 15: | ||
| ==== Controls Overview ==== | ==== Controls Overview ==== | ||
| + | {{:userdocs:travelwise:data_loading:product.png?nolink|}} | ||
| * **Name** - product title shown in invoice report; | * **Name** - product title shown in invoice report; | ||
| * **Code** - product code, by which it becomes selected in invoice form, etc.; | * **Code** - product code, by which it becomes selected in invoice form, etc.; | ||
| Line 22: | Line 23: | ||
| * **Unit Price** - unit sell price; | * **Unit Price** - unit sell price; | ||
| * **Exp. Price** - unit expence price; | * **Exp. Price** - unit expence price; | ||
| - | * **Copy Expense From Sell Price** - copies sell price to exp. price when it becomes edited in invoice, used for 'IATATAX' product; | + | * **Copy Expense From Sell Price** - copies sell price to exp. price when it becomes edited in invoice, used for //'IATATAX'// product. If enabled, the //exp price// and //currency// get locked. |
| + | How is works in Invoice: | ||
| + | 1. User edits //sell price//, navigates from it. | ||
| + | 2. //Exp price// gets set to //sell price//. | ||
| + | 3. If //exp price// is edited, then //sell price// is not changed. | ||
| * **Measure Units** | * **Measure Units** | ||
| * **Item Code** | * **Item Code** | ||
| Line 43: | Line 49: | ||
| * **Sales in Package** | * **Sales in Package** | ||
| * **Exp in Package** | * **Exp in Package** | ||
| + | |||
| + | === Rules of using accounts for a transfer-to-finance file of supplier invoice === | ||
| + | 1. For exporting the product (without VAT and out of the package): the //'expences'// account is taken from general rule http://gyazo.com/18bfade1b338072aa492d24ed45d38f0. | ||
| + | 2. For exporting the product with VAT applied: the two lines become generated - one for product with corresponding //expence amount// http://gyazo.com/3b7faca6f6b53d925364afe43afe0567 | ||
| + | and the other for VAT with the corresponding VAT account http://gyazo.com/d5611dc985e19178f7d90edfcaf56104. | ||
| + | 3. For exporting the product inside the package, the //'Exp in Package'// is taken. | ||
| + | 4. For exporting the package line, the corresponding //'expences'// account is taken http://gyazo.com/dcfd0b6c901078cf2bf8f094a8a1d211. | ||
| * [[:userdocs/travelwise/calculations/vat/to_make_automatic_vat#iv_vat_rules_set_for_a_certain_product_or_package|VAT Rules]] | * [[:userdocs/travelwise/calculations/vat/to_make_automatic_vat#iv_vat_rules_set_for_a_certain_product_or_package|VAT Rules]] | ||
| Line 48: | Line 61: | ||
| === Suppliers === | === Suppliers === | ||
| Select suppliers that provide the product. | Select suppliers that provide the product. | ||
| - | |||
| ===== Create Package ===== | ===== Create Package ===== | ||
| - Push 'New Pack' button (Alt+A) to create a package. | - Push 'New Pack' button (Alt+A) to create a package. | ||
| Line 56: | Line 68: | ||
| ==== Controls Overview ==== | ==== Controls Overview ==== | ||
| + | {{:userdocs:travelwise:data_loading:package.png?nolink|}} | ||
| * **Name** - package title shown in invoice report; | * **Name** - package title shown in invoice report; | ||
| * **Code** - package code used internally; | * **Code** - package code used internally; | ||
| Line 97: | Line 110: | ||
| Product, package or VAT can not be deleted at all because they are related with multiple Travelwise data. | Product, package or VAT can not be deleted at all because they are related with multiple Travelwise data. | ||
| The advantage of locking the item is that it can always be restored back or used for the testing purposes (unlock → test → lock back). | The advantage of locking the item is that it can always be restored back or used for the testing purposes (unlock → test → lock back). | ||
| + | |||
| + | ==== Autoproduct Condition ==== | ||
| + | [[userdocs:travelwise:data_loading:flight:pnr_data:autoproductrules|Read more...]] | ||
| + | |||
