SaleSmartz Manual | Bundle |
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General |
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About |
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Bundles generally consist of collections of Products. They have a unique code,
name, and a sell price, and are similar in function to Products. Bundles can
be used too as standard configurations or special price deals. |
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Bundle icon |
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Bundles can be quickly recognised by their icon outline as in the figure above. The icon content can be changed, but it will always have the same surround. In the contents mode, bundles will always have this small icon . |
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Creating |
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Bundles can be created by selecting "New bundle" in the "Catalogue"
menu. A unique code is required to create the Bundle. A dialogue to enter the
code will be shown with a default code. |
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Deleting |
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Bundles can be removed by first selecting the Bundle in a Catalogue, and selecting
"Clear catalogue entry" or "Cut catalogue entry" in the
"Edit" menu, or by pressing the "Delete" key. |
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Editing |
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Bundles are edited in the Bundle information window. This is opened by double clicking on a bundle or selecting it and selecting "Edit catalogue entry" in the "Edit" menu. |
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Bundle Info window |
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About |
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The Bundle Info window is used to edit information about bundles. |
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Bundle information window |
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Name The name of the Bundle can be edited in this field. Icon The icon representing the Bundle is shown here, it is changed in the "Items" mode. This icon acts as a dragging tool. Dragging this icon can install this bundle in another document in the same way as dragging from the Catalogue. Expires on This option can be set to display the expiry date for bundles. A warning will appear if you try to use this bundle after this date. Bundle code The unique reference for other documents using this bundle. List price The saved sell price of the Bundle is fixed or uses the total of its Products sell price values. It is edited in the "Items" mode, later in this chapter. |
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Menu |
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Bundle window menu |
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Insert Quick Link When editing the "Sales reminders" field, selecting this menu item will insert a new Quick Link character code (See section "Specs", chapter "Product"). Rebuild specifications When first created, a Bundle takes the specifications and sales reminders from the Products used to create the Bundle. If you wish to rebuild these specifications at a later time, select this menu item. |
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Items |
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About |
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The "Items" mode of a Bundle info window shows the list of all Products included in the Bundle. It is not essential to have Products as components of a Bundle, but their attributes can be included and viewed from within the Bundle. |
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Bundle Items mode |
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Components The list of included Products is shown in the "Components" field. |
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Position of different quantities of bundle icons. |
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To the right of the check box, is the Products icon, if its source Price
List is open. The Product's code is visible if the user level is set to "Full
access". Price type popup If you have more than one price type, this popup menu will be visible and enable you to view each price type for the bundle (See section "Price List",chapter "Preferences"). Total When all Products have open Price Lists and therefore sell prices listed, a total will appear at the bottom of the window. This is the retail total of all of the Products. It can be used to determine the Bundles price. Fixed sell price The sell price of the Bundle is shown in this field. This can be fixed and
entered into this field, or it can be automatically calculated from the sell
prices of its component Products. The "Fixed sell price" button sets
the price mode to use. |
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Specs |
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About The "Specs" mode of a bundle shows a description of the Bundle. |
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Bundle Specs mode |
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Catalogue file name A reminder of the name of the file that the Bundle belongs to. Specifications This is a free text field. It can contain descriptive information about the items in a Bundle. Sales reminders When a Bundle is moved into a Quote, a reminder can appear to remind the salesperson of certain issues (See section "Specs", chapter "Product" for a description of Sales reminders). These reminders can be edited in this field, or taken from the bundled Products. |
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Pricing |
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About |
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The "Pricing" mode of a Bundle info window contains the account code and Sales Tax fields. |
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Bundle Pricing mode |
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Account code This account code is used only for exporting to accounting systems. Own tax rate By default, a bundle will inherit the tax rates from it's components. You can override these tax rates by clicking on "Own tax rate" end editying the taxes in the fields below. |
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Docs |
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About |
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Documents of various types can be linked to the Bundles such as pictures and data sheets (See section "Docs", chapter "Product"). |
©2005 EuroSmartz. All rights reserved. No unauthorised duplication or distribution is permitted.