Setting up sales & purchase conditions

Sales-Purchase Conditions for Drink-IT  •  Article  •  6/17/2024  •  2 min

Overview

Before you can start using Aptean Beverage Sales and Purchase Conditions there are few things to setup. The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Set up permission sets Manage permission sets
Define general business rules for your sales and purchase conditions Sales and Purchase Condition Setup
Use a price unit of measure for items Setup a Price Unit of Measure for Items
Use reason codes to define allowed price changes and reasons for free products Setting Up Reason Codes
Use dimensions to define classifications for your customers, vendors and items Setting Up Sales and Purchase Classifications
Define condition groups classify your customers, vendors, items, locations and reason codes Setting Up Sales and Purchase Groups
Create calculation codes that define your conditions for sales and purchase Setting Up Sales and Purchase Condition Calculations
Define the rules that express how your calculation codes are applied in sales and purchase processes Setting Up Sales and Purchase Condition Rules
Connect rates that express values and minimum - and maximum conditions to your rules Setting Up Sales and Purchase Condition Rates
Round up the charges for the equivalent Units of Measure Setting Up Rounding for Condition Rates
Setup customers for sales and purchase conditions Setting Up Customers for Sales and Purchase Conditions
Setup vendors for sales and purchase conditions Setting Up Vendors for Sales and Purchase Conditions
Setup global dimensions Setting Up Global dimensions
Setup reason codes groups Setting Up Reason Codes Group