Sales

Introduction to Commercials

A commercial is an agreement with a customer, as to how much you will sell your products / parts and services for. It is a list of parts and labour with pricing details.

The pricing details specified for a commercial are the defaults that will reflect when creating sales documents e.g. a sales invoice for a customer linked to the commercial.

There are two types of commercials in BPO:

Pricing by Item

Pricing by Type / Class

For the commercial type - Pricing by Item you can only specify the discount and / or selling price per Craft, individual Parts or individual Service item.

For the commercial type - Pricing by Type / Class you can only specify markups and / or selling price per Craft, per Part Category or per Service Item Type.

Customers are linked to Commercials and any updates to commercials will affect the associated customers.

Ribbon Access:   Sales   >   Commercials

1. The Sales Commercials listing screen will display.
2. From here you can view a list of all the sales commercials and the specified default mark ups.

Sales Commercials Screen

The Commercials Listing screen has been divided into 3 frames;

Commercial Listing Frame

• CommercialName: The name of the commercial to identify it by, e.g Discount Commercial.
• CommercialType: The commercial type is set to TYPE for pricing by Type/Class or ITEM for pricing by Item.
• CodeDescription: A description linked to the commercial type e.g ITEM - Price by Item and TYPE - Price by Type/Class.
• DefaultAssetMarkup: The column display the default markup for a serialised part sale.
• DefaultInventoryMarkup: The column display the default markup for a non-serialised part sale.
• DefaultLabourMarkup: The column will display the default markup for a labour sale.
• DefaultSubContractMarkup: The column will display the default markup for a third-party subcontract sale.
• Status: The column will display the status for the commercial.

Ribbon Toolbar

• Click on Add to create a new commercial. Refer to Commercials - Add Commercial.
• Click on Edit to make changes to the information on an existing Service. Refer to Edit Commercial
• Click on Delete to remove or deactivate a Service that is no longer required. Refer to Commercials - Delete (Deactivate) Commercial

Links Frame

From the Customers tile you can view a list of the Sales Commercial Customers that have been linked to the selected Sales Commercial. Refer to suppliers linked to the service Commercials - Link Customer to Commercial