This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
erp-manual:cloud:transaction:line-item [2020/06/17 14:28] krishnad |
erp-manual:cloud:transaction:line-item [2020/06/20 05:20] (current) krishnad |
||
---|---|---|---|
Line 2: | Line 2: | ||
==== Overview of Line Items ==== | ==== Overview of Line Items ==== | ||
+ | * Line Items is mostly used in transaction module. It is used to add the item for which the record is been created. It is used to link the item module with the transaction module | ||
==== General Interaction ==== | ==== General Interaction ==== | ||
- | * To add line Design or Item(this changes depending upon the configuration) | + | * To add line Item, click on Add Item or press (i). When Click on Add Item a popup will open. In which any item is added and confirmed. |
* Click on Add to add the item. Here, Item Id, Item Code, Item name, Item Status, Quantity and Item Details are seen. | * Click on Add to add the item. Here, Item Id, Item Code, Item name, Item Status, Quantity and Item Details are seen. | ||
* Item ID is clickable i.e., when it is clicked it will navigate to Item Module and show Item Details. | * Item ID is clickable i.e., when it is clicked it will navigate to Item Module and show Item Details. | ||
Line 14: | Line 15: | ||
* To edit the line items, click on edit and a popup will open. There are 2 types of popup which can be opened: With Cost and Without Cost. The popup will open as per the configuration of that screen. | * To edit the line items, click on edit and a popup will open. There are 2 types of popup which can be opened: With Cost and Without Cost. The popup will open as per the configuration of that screen. | ||
+ | |||
+ | ==== Links ==== | ||
+ | * When placed the cursor on the particular item necessary links related to the item appears on the screen near item details. | ||
+ | * Links may differ as per the configuration on that screen. | ||
+ | |||
+ | {{ erp-manual: | ||
+ | |||
+ | |||
=== Without Cost === | === Without Cost === | ||
* Once the editor of line item is opened, the Item ID is displayed on the top and also its image is displayed. | * Once the editor of line item is opened, the Item ID is displayed on the top and also its image is displayed. | ||
Line 22: | Line 31: | ||
* Once the editor of line item is opened, the Item ID is displayed on the top and also its channel is displayed. | * Once the editor of line item is opened, the Item ID is displayed on the top and also its channel is displayed. | ||
* In the editor a user needs to fill Price Type, Tax field, Quantity, Unit Price, Discount, Reference Number, Description. Unit Price will be filled automatically as a user selects the item. | * In the editor a user needs to fill Price Type, Tax field, Quantity, Unit Price, Discount, Reference Number, Description. Unit Price will be filled automatically as a user selects the item. | ||
- | * The selling price is automatically calculated based on Unit Price and its discount. | + | |
+ | | ||
{{ erp-manual: | {{ erp-manual: | ||
==== Special Editor for 3 Categories ==== | ==== Special Editor for 3 Categories ==== | ||
- | Except General Editor which was explained above. Their are 3 special kinds of editor: | + | Except General Editor which was explained above. Their are 3 special kinds of editor, They are as follows: |
+ | |||
+ | ^ Screen | ||
+ | | Stone | [[erp-manual: | ||
+ | | Expense Claim | [[erp-manual: | ||
+ | | Design | ||
- | For Stone : [[erp-manual: | ||
- | For Expense Claim : [[erp-manual: | ||
- | For Design : [[erp-manual: | ||