Combo
A combo: a set of items with their quantities and prices, valid for a period, offered on sales documents.
What it is for
A combo is picked on sales quotations, sales orders and sales order journals. Each line names an item, its unit, quantity and price. Gross Amount, Discount Amount, Net Amount and Net Price are worked out when you change the Price or the Discount %: Gross Amount is quantity times price, the discount is that percentage of it, and Net Price is Net Amount divided by quantity. Changing only the Quantity does not work them out again, so enter the quantity first, or retype the price after changing it. A combo needs at least one line, and Valid From and Valid To are required. The screen is not placed on any menu.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Combo | The short code. | Cannot be changed once saved. Required |
| Name | The name shown in lookups and on documents. | A clear name. Required |
| Valid From | First day of the offer. | A date. Required |
| Valid To | Last day of the offer. | A date. Required |
| Approved By | Who approved the combo. | Pick a person |
| Approved | Marks the combo approved. | Tick when approved |
| Authorization Key | An authorization key from system administration, recorded on the record. | Usually empty |
| Version | A version label. | Any text |
Line Data
One line per item in the combo.
| Field | What it means | What to put |
|---|---|---|
| Item No | An item released in your company. | Pick an item. Required |
| Name | Its name. | Filled from the item |
| Unit | The selling unit. | Pick a unit. Required |
| Quantity | How many in the combo. | A number. Required |
| Price | Price per unit. | A price. Required |
| Gross Amount | Quantity times price. | Calculated |
| Discount % | Discount as a percentage. | A percentage |
| Discount Amount | Discount as an amount. | An amount |
| Net Price | Price after discount. | Calculated |
| Net Amount | Amount after discount. | Calculated |
| Line Text | A note on the line. | Any text |
How to configure it
There is nothing to configure beyond the fields above. Which fields are shown, required or hidden can be changed per company by the consultant in the screen configuration.
Scenarios
- A fast-food chain sells a meal deal of burger, fries and drink. Make a combo with the three items and their deal prices, valid for the promotion.
What it is connected to
- Sales - Combo on quotations and orders
- Release Item In Legal Entity - the items on the lines
If something looks wrong
- The amounts did not change after I changed the quantity. They are only worked out when the Price or Discount % changes. Retype the price.
- "'Combo' lines cannot be empty" on Save. Add at least one item line.
- "... already exists" on Save. Another combo already uses this code.