Sales Calculations

In TRASER DMS 365, a sales calculation is used to calculate one or more machines for a customer. The machines that are used for the sales calculation are added via so called Forecasts or Forecast Templates. A sales calculations has to consist of at least one forecast. In this forecast prices are being totaled, discounts calculated, machines accepted as payment, and costs for transports, accessory assemblies, commissions etc. are being calculated. We recommend creating an own forecast for each machine.

This chapter is divided into the following sections:

Creating a new Sales Calculation

This section describes how to create a new sales calculation.
Sales calculations can consist of one or more forecasts with different calculations.

Please proceed as follows to create a new sales calculation:

Note

Before you can create sales calculations, you must set up a number series for sales calculations. For more information on setting up number series, click here.

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Calculations.
  • The page Sales Calculations is displayed.
  • Click New in the menu bar.
  • A new sales calculation is created and the Sales Calculation card is opened.
  • Enter a description for the sales calculation into the Description field in the General tab.
  • The system completes the information of the fields No., Number Of Versions, Status and Date. The values in the field Version No. and Number Of Versions are updated from 0 to 1.
  • Select from the Customer No. drop-down list the number of the customer for which you want to create a sales calculation. The system completes the information of the Customer Name field.

Note

If you create a sales calculation for an unknown person without selecting a customer, you skip the fields Customer No. and Customer Name.
Create a new contact and proceed as follows.

  • In the field Contact No., enter the number of the contact. The system completes the information of the Contact Name field.
  • In the field Valid Until, enter the date until the sales calculation is to be valid. If you do not enter a value the sales calculation will be valid permanently.
  • In the field Salesperson, enter the salesperson for the sales calculation.
  • In the field Person In Charge, enter the person in charge for the sales calculation.
  • To add a Forecast to a sales calculation, click New in the Lines tab.
  • The following options are available:
Option Explanation
New Forecast Creates a new forecast for this sales calculation. If you select this option, the page Select Service Item - 1 will be displayed. To create a new machine configuration, fill in the fields Vendor No., Manufacturer, Category, Sub-Category, Series Code as well as Model. To create a forecast for an existing machine, fill in the fields In Stock As as well as Service Item No. Once you have filled in the applicable fields, the forecast card will be displayed where you can set up the Forecast.
Duplicate Forecast Creates a new forecast on the basis of an forecast that is already existing in this sales calculation. This option is especially suited for adding two machines with a similar or same configuration to a sales calculation or for buying machines of the same type. If you select this option, the previously selected forecast will be added to the Lines for a second time. Click on the Forecast No. in the Lines tab to open the forecast card where you can set up the Forecast.
Insert Forecast from Template Creates a new forecast on the basis of a forecast template for this sales calculation. You can find more information about forecast templates in the Forecast Templates chapter. If you select this option, the page Forecast Templates will be displayed where you can choose a forecast template. The selected forecast template will be added to the Lines tab. Click on the Forecast No. in the Lines tab to open the forecast card where you can set up the Forecast.
Copy Forecast Copies a forecast on the basis of an already existing forecast. If you select this option, the page Copy Forecast will be displayed where you can select an existing forecast you would like to copy into the sales calculation. Click on the Forecast No. in the Lines tab to open the forecast card where you can set up the Forecast.

You have successfully created a new sales calculation. Once you have set up the Forecast you can create a Sales Quote for the sales calculation. Before sending a quote from the sales calculation to the customer/contact, the sales calculation should be released by a responsible person. You will find more information on this in the following section.

Resetting the Sales Calculation Status

This section describes how to reset the status of a sales calculation.
Please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Calculations.
  • The page Sales Calculations is displayed.
  • Click on the sales calculation for which you want to reset the status.
  • The sales calculation is displayed.
  • To reset the status of the sales calculation to Open, click on Release > Reset Status in the menu bar.

The status of the sales calculation is being reset.

Deleting a Sales Calculation

This section describes how to delete a sales calculations.
To delete a sales calculation, the status of all versions of the sales calculation must either be Open or they have to be reset. For more information on how to reset the status of a sales calculation, please read section Resetting the Sales Calculation Status.

Please proceed as follows to delete a sales calculation:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Calculations.
  • The page Sales Calculations is displayed.
  • Open the sales calculation that you want to delete.
  • The active version of the sales calculation is displayed.
  • Click on the recycle bin icon in the upper section of the screen.

Note

To delete a sales calculation, all versions of this sales calculation must be in Open status.

You have deleted the sales calculation.