EMP Configuration - Trading

Default Sales Return Option for Invoices

Default Sales Return Option for Cashsales

• CREDIT MEMO  - When customer returned a purchased product, you can only choose to offset with a Credit Memo (issue Credit Note). Therefore, no return in cash is involved.
• CASH REFUND - Refund the customer in cash
• CREDIT CARD REFUND
• CHEQUE REFUND
• POST DTED CHEQUE REFUND
• COUPON REFUND
• Other/Contra

• This is for 5 cents rounding adjustment
• Tick Enable to apply this
• Before set the item code , please configure the glcode and item first by add item for rounding.

No rounding  : It will follow default value which is 12 decimal places

0                   : No decimal

2                   : 2 decimal places

3                   : 3 decimal places

4                   : 4 decimal places

6                   : 6 decimal places

12                 : 12 decimal places

If checkbox is not ticked, It will follow default value which is 12 decimal places

Example : -

Main purpose is to find the correct keyword from a pattern. Suppose SUPPLIERCODE-ITEMCODE-GRNDATE-COSTPRICE is a patter. Using regular expression system will be able to find ITEMCODE from here.

• Applicable to New Item Search Form
• Set Regular Expression, A sample is here:

<data>
   <rules>
      <parentElementRE>^*([_A-Za-z0-9\.]{3,10})*-([_A-Za-z0-9\.]{3,20})*-([_A-Za-z0-9]{4})*-([_A-Za-z0-9]{4})$</parentElementRE>
      <separator>-</separator>
      <keywordPosition>1</keywordPosition>
      <child>
        <childName>ItemCode</childName><childElementRE>^*([_A-Za-z0-9\.]{6,10})$</childElementRE>
        <childName>BatchNumber</childName><childElementRE></childElementRE>
        <childName>keyword</childName><childElementRE></childElementRE>
      </child>
   </rules>
</data>

Here mandatory tags are:

• parentElementRE => Main Regular Expression to identify a pattern. System will continue looking at this Regular Expression if only this pattern matches with input search keyword

• separator => This is used to separate elements in Regular Expression. Suppose the whole keyword consist itemcode-batchcode-price. Here '-' is a separator

• keywordPosition => keywordPosition or child, only 1 of these 2 will be used. If keywordPosition is mentioned system will take the keyword from that position only. Suppose above pattern has combination of 4 different elements. If keywordPosition is 2 then system will consider 2nd element as keyword

• child => child tag has 2 sub tags:
  1. childName: Currently it supports ItemCode or BatchNumber or keyword.
  2. childElementRE: Regular Expression to identify child from long keyword

If ItemCode is mentioned in childName and it has a regular expression in childElementRE then system will match pattern and findout the itemcode from the long keyword

If BatchNumber is mentioned in childName and it has a regular expression in childElementRE then system will match pattern and findout the batchNumber from the long keyword. Later with the combination of ItemCode and BatchNumber the correct item with BatchNumber will be selected

If keyword is mentioned in childName and it has a regular expression in childelementRE then system will match pattern and findout the keyword from the long keyword.

This Regular Expression mainly used to find keyword from a pattern. Now it's applicable to Item Search.

• Untick to disable 
• If Disable, when user scan the SN at Full Screen Cash Sale → it will direct add the item without show the item pop up

• System will show Error Message when Serial Number is not exist

• System does not allowed to add same Serial Number which already shown at the full screen cash sale

• Untick to disable 
• Tick to enable or show sales lead selection at Full Screen Cash Sale, Create Sales Order and Create Invoice

• refer to Trading (Permission) for Complusory Options

• Untick to disable
• The child item which has same item code will be grouped together in one row 

• When saving job-sheet upon creation/editing in Trading, system will check to see if there is sufficient stock for all items in the job-sheet. System will stop the saving process if any one of those items have insufficient stock.
• Check the checkbox to activate stock checking OR
• uncheck it to deactivate stock checking, then click Submit.

• When selecting Item, stock not in the inventory or insufficient stock, EMP will notify the user.
• Check the checkbox to deactivate stock checking OR
• uncheck it to activate stock checking, then click Submit.

• Check the checkbox to Allow to display stock with quantity ZERO in item search widget for Jobsheet
• uncheck it to disallow to display stock with quantity ZERO in item search widget for Jobsheet

By Defualt once RMA by Branch Created the system will shown the Previous SRN No at the top of the page 

• To remove this function
• Tick and Submit 

• List down the status should be added 
• Click (Submit)

Example 

Before ( No PANDING_PART, PENDING_BOARD in the dropdown list of the Status )

After ( DENDING _PART, PENDING BOARD are included in the Status dropdown list )

• List down Pickup Option that should be added 
• Click (Submit)

Example

Result

This function allow users to choose problems by ticking problem instead of writing it down.

• Tick (Enabled Problem Field Dropdown List)
• Click ( Submit)

Example 

Before

After 

• Tick 
• Click (Submit)

Example

Before

After

• Tick 
• Click (Submit)

Result: there is no eidt button for Owner details

To include driver's information:

• Tick
• Click (Submit)

Before 

Result

• Tick Enable and Submit to ENABLE the feature
• Compulsory is used if user want GL Dimension to be mandatory input for every transaction
• To create a new GL Dimension, navigate to Label Maintenance and create and select Type as GL DIMENSIONS
• Click Select GL Dimension to select a default one for all transaction(e.g. all transaction auto assign the GL dimension without select manually), do use it appropriately.

• Tick Enable and Submit to ENABLE the feature
• Compulsory is used if user want GL Dimension to be mandatory input for every transaction
• Further drill down of the GL Dimension, user may make use of item level GL Dimension