Commodities

New case-specific position

A demand position (Commodity) is a case-specific position that is newly created and not selected from the product catalog. No neutral catalog record originates here. Such a product then automatically appears in the product assignment and also in the Commodities tab.

A new case-specific position initially has no prices and is not calculated (calcula­tion status: stop sign). The prices (manufacturing costs, material costs, sales price) can be specified manually, either when creating a new position or directly in the overview (Tree) in the product assignment under Costs & prices (select in View). In this case, the position is marked as manually calculated (calculation status: check marks with pencil).

  1. Open a sales case and switch to the Configuration subform.
  2. If you click the Add commodity button (Ctrl+3), the form for creating a new neutral product or service opens.
  3. Create the commodity with costs and prices and save the record with OK.
  4. After clicking Save, the delivery position is calculated manually.