[en] Knowledge Center

[en] A draft can be created by clicking the Create new draft button in the menu. When a draft is created, the menu will automatically collapse to give more overview. Draft will create a document for a default customer, found in the Company settings (CSV) Default customer account for sales draft. If no Customer (CUS) is set up in this Company settings (CSV), RamBase will create one named as Unknown. This will have base data according to standard create values for this company. The base data can be changed for this Customer (CUS) afterwards if it is required, or the user can create a Customer (CUS) manually and add this to the Company setting (CSV). It will not be allowed to register documents for this Customer (CUS), users must change to a real Customer (CUS) before registering.

[en] When creating a draft, it is possible to add Products (ART) by searching them up in the Quick search field. Clicking on the Quick search filter icon will list a series of checkboxes. The user can decide which categories to included in the search by selecting the relevant checkboxes. Hover over the Quick search filter icon to quickly see which categories are included in the search. New items can be added by clicking the Plus icon.

[en] The Add product tab shows a Location available field and a Total available field. Location available inspect stock and available quantity for Location (LOC) of the document. Total available inspects stock and available quantity for all Location (LOC). The Show details checkbox gives an overview of 4 useful tabs:

[en] When adding items from the Add products tab, they will appear in the Items tab.

[en] The Show details checkbox gives an overview of 5 useful tabs:

[en] It is possible to re-arrange items before registering a Sales quote (CQU) and sending it to the Customer (CUS), so that the items can be presented in logical order. The function to re-arrange item can be found by clicking the Context menu and then selecting Change items order.

[en] The Item field is an id of an item and the field LineNo will take over as the sorting key. LineNo will decide the order of lines and will be used as sequence number for items. Item and LineNo will not necessarily be synchronized. When an item is deleted, it will simply not exist anymore. PDFs to Customers (CUS) will show a column for LineNo rather than Item. The field LineNo can be found as a column in the Sales quote item (CQUITM). When forwarding a Sales quote (CQU) to a Sales order (COA), item will be created in the LineNo order in the new documents.

[en] In situations where there are changes to an existing Sales Order (COA), the existing Sales order (COA) should be forwarded to a new Sales order (COA). Examples of changes that would trigger the need to forward a Sales order (COA) to a new one, are a change in quantity, price or delivery terms. The new Sales order (COA) will have the same information as the previous one and be in Status 1, ready for the changes. Forwarding a Sales order (COA) entails keeping the history of previous Sales orders (COA) in the flow. This makes it possible to easily navigate in the flow, all the way back to the original Sales order (COA) to see the details of previous Sales orders (COA).

[en] To forward a Sales order (COA), click the Context menu icon and select Forward all items to sales order.