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MB210: Manage core sales Tables, Revised Quotes, This is part of the…

- - - - Case will have base unit of can
      - Pallet will have base unit of case
  - - - Price List
      - Unit Group
        
        Breaks down products from the minimum to how it is sold
        
        Bottle in cases in pallets
      - Subject Tree (optional)
      - Lifecycle
        
        Draft
        
        Active
        
        Retired
        
        Under Revision
      - Only active products are available for selection
      - Can Clone
      - Can have hierarchy
      - Can be part of bundle
      - Can be part of Family (create family first as can not be changed)
      - Name
    - - Shared properties of Product
      - Changing properties on family needs family re-publishing to reflect on children
    - - Group of products sold together
      - Has pricing etc seperate to products in bundle
      - Can specify how many of a product inc in bundle
      - Needs to be activated to visible as well as all child products
  - - - Substitute
      - Cross-Sell
      - Up-sell
      - Accessory
    - - Uni-directional
      - Bi-directional
  - - - Customer has a default
      - Feeds Opp
    - - Items can be based off list price or static pricing
      - Have Unit, price per unit, quantity, discount
      - Have pricing method
        
        Currency amount
        
        Percentage of list
        Percentage Markup – Current Cost
        Percentage Margin – Current Cost
        Percentage Markup – Standard Cost
        Percentage Margin – Standard Cost
        
        Markup is on top of, Margin is calculated from final
        
        Have rounding policy
        
        None
        
        Up
        
        Down
        
        Rounding Option
        
        Ends in
        
        Multiples of
        
        Rounding Amount
        
        Require additional fields available on product form to insert list price & cost price
- - - - Draft
      - Active
        
        Presented to customer
        
        Can be printed
        
        Are readonly
        
        Can create Orders
        
        Can be Won / Lost
        
        Revising them sticks them back to draft
      - Won #
        
        Accepted Quote
        
        Readonly
        
        Can not revise
      - Closed #
        
        Revised makes copy in draft
        
        Can not revise closed if draft or active against opp exsists
        
        Lost / Cancelled / Revised
    - - Prod lines have cost / rev etc
      - Can have seperate delivery dates / ship address
    - - Usually from Opp
    - - Dialog with options to update opp etc
      - Creates posts in Account
  - - - Active
      - Fulfilled
        
        Complete
        
        Partial
      - Cancelled
        
        Can not be re-opened
        
        No Money as status reasons
      - Invoiced
  - - - Active
        
        Partially Shipped
        
        Billed
        
        Booked (for services)
        
        Installed (for services)
      - Cancelled
      - Paid
        
        Complete
        
        Paid Partial
        
        Can be cancelled
    - - This is for all order amount
      - Needs customisation for part billing
- - - - Normal opp with products
    - - Project based
    - - Field Service
  - - - Lost
      - Cannot Contact
      - No Longer interested
      - Canceled
    - - Only main form, can add activity etc
- - - - Reason, Actual rev, date required
      - Can now customise by adding fields
  - - - Simple data entry
    - - Summed from products added to opp