Actions are used when selling an item, actions can prompt you for an alert or to enter an action.
- Set reminders when selling an item.
- Prompt to select and item or message
- Sell a kit of items
Types of Action
This sells the individual items listed under the kit. By ticking the 'Include Original' you can add the kit items to the item selected. If 'Include Original' is un-ticked it will ignore the stock item it was initiated on. Common for Service Kits etc.
This sells the Kit part number with the price set on the kit. Make sure the 'Include Original' is ticked. The list of components are listed underneath. If there is no stock of the Kit stock item it will creates a stock adjustment of the component out and the kit in. If stock of Kit-Kit-Priced action is greater than 0, then it will just sell kit and show the components in the description. Common for Sprocket kits etc where we do not want to show the individual prices.
Shows a list of stock items (or Stock Messages) and the user can only select one. For example you could have: Warranty Select where the user could select: 3 Year Warranty for 150, 1 year Warranty for 75.00 or 3 Month Warranty for free. Mandatory to select one
Shows a list of stock items (or Stock Messages) and the user can select Multiple Items (or none) - Can be used for Related items or a selection of items to add
Shows a list of Text options that can be added to the description of the item being sold, and the user can only select one. Mandatory to select one. The selected text is added to the Description on a new line. Can be used for compulsory condition setting on used parts, or How cooked on food items (Rare, Med, Well done).
Shows a list of Text options that can be added to the description of the item being sold, and the user select Multiple options or none - EG: Condiments
Prompt for Text. When you enter a part number with this action attached it will bring up a prompt to enter data and that data will be added to the Description on a new line. You can set Prompt Text to prompt the user what to enter. Can be used for entering or scanning Serial Numbers etc
General-Message - Popup Message
When you enter an Item with this action attached it will bring up a prompt with a Message. Used for sales prompts etc.
General-Reminder - Schedule reminders
When you enter a part number with this action attached it create an entry in the Scheduler to send one or more reminders to different people. Reminders can be SMS, Email or Internal Message. You can select the number of days before sending the Message(s). Can be used when selling a Unit, for example to send an SMS message in 7 days to the Salesperson to call and see how they are getting on with it, and email the service manager in 45 days to remind them to check it has been booked in for First service etc.
Create an Action
1. Navigate to Actions
You can create an Action by selecting Items from the top menu and Actions from the left menu.
You can also create and allocate an action in the one go by selecting Items > Stock, select the stock item you wish to attach the action to, selected Edit from the left menu, select the Action tab in the bottom right of the screen, and then allocate and/or create the Action.
2. Create a New Action
An Action normally comprises of a Header record (displayed in the top grid) with one or more Line records (displayed in the bottom grid).
On the Action screen to create the Header record select 'New' on the top line and and enter the following details
- Name - Give it a meaningful name.
- Type - Select one of the types of Action
- Include Original - Tick if you want the original item it was brought up on to be included (Add-On), or un-tick if you do not want it included
- Prompt - Enter any text you want displayed on the screen when the Action options are displayed
When completed the Header details select 'Ok' from the left menu
3. Adding Lines for Kits (Optional)
We can then add any Lines (Items) for the Action by selecting 'New Item' from the left menu.
If the Header Type is for Stock Items it will then bring up a Stock Item selection screen where you can select the appropriate stock item.
Depending on the Header Type you will then get slightly different screens. For example on a Kit you would get:
- Part No - The stock item you just selected
- Qty - How many to supply
- Over-ride Type - Different types of Price Over-rides - See below
- Over-ride Value - The amount depending on the Type
- Sort Order - So you can change the order the items are entered
These are the current Over-ride options:
- Add Percentage
- Add Fixed Amount Incl Tax
- Add Fixed Amount Excl Tax
- Subtract Percentage
- Subtract Fixed Amount Incl Tax
- Subtract Fixed Amount Excl Tax
- Replace Fixed Amount Incl Tax
- Replace Fixed Amount Excl Tax
Making up a kit gives you the ability to bring up a group of items by just entering one number.
Kits are ideal for selling a combination of items such as a chain and sprocket kit, piston kits, service kits, spares packages etc. For example, a motorcycle kit could be a chain and sprocket set with an item number of CSSUTS125X comprising of exploded items such as chain (CH428H118DID), front sprocket (SF366-14) and rear sprocket (SR876-43).
Kits can be priced in two ways, Kit-priced – the system sells at the kit price but takes the components out of stock and displays the details on the invoice without prices. Item-priced – the system sells and display the components with their individual prices and does not show the kit item number at all.Actions are things that can be set to happen when you bring up an item on a sales transaction.