Sales Outbound
Where: Settings › Generic Settings › Sales and Other Income › Sales Outbound
Enable Customer Credit Limit Control
Choices: Show Warning / Disable / Restrict
Checks a regular customer's credit when you save a sales outbound. If the customer's running balance (unpaid deliveries plus this one) is above their Credit Limit:
- Show Warning: CIRMS warns you and lets you continue.
- Disable: no credit check, and credit information is hidden.
- Restrict: saving is blocked, unless the user has Sales and Other Income › Sales Outbound › Allow Customer exceed credit limit (they get the warning instead).
Affects: Sales Outbound
Should untransferred (post-dated or uncleared) checks be counted in the credit limit usage?
Choices: Yes / No
- Yes: checks the customer gave that are not yet cleared (post-dated or not deposited) still count as unpaid when the credit limit is checked.
- No: once a collection with a check is recorded, that amount is treated as paid.
Affects: Customer, Sales Outbound
Warn if inventory reaches minimum?
Choices: Yes / No
- Yes: when you save, CIRMS subtracts each product's quantity from its stock in the transaction's location. If the result is at or below the product's minimum for that location, a warning lists those products ("already reaches minimum") and you choose whether to continue. Rows also show a warning icon when the product's inventory or available inventory is negative.
- No: no minimum check and no warning icons.
The warning never blocks saving. Minimums are set per location in the product's details.
Affects: Sales Outbound
Hide the "Price Based On" label in transaction header
Choices: Yes / No
- Yes: the Price Based on label (which shows the customer's pricing, for example Customer Settings) is hidden from the transaction header, so it doesn't show on screen.
- No: the label is shown.
Affects: Sales Outbound
Auto-print after Save?
Choices: Yes / No
- Yes: right after you save or approve a transaction in this module, CIRMS opens the print preview with the template chosen in the next setting. If Enable Printing of Transactions Only When Approved is on, it only prints when the transaction is approved.
- No: nothing prints automatically; use the print button when you need it.
- Approve and Print always prints (for users allowed to approve and print), whatever this setting says.
Auto-print only works for users with the module's print permission, and each auto-print counts toward the print preview limit set in Transaction Preferences.
Affects: Sales Outbound
Set the default printout template for this transaction module
Choices: Choose from a list
The printout template used by auto-print and by Approve and Print in this module. The list shows the templates made in Printout Template for this module.
Affects: Sales Outbound
Update customer's historical price if product price is updated.
Choices: Update customer historical price to latest updated price. / Update customer historical price to zero. / Show warning if price was changed. / No option selected
For customers priced by their historical (last) price, when a product's price is changed:
- Update customer historical price to latest updated price.: each such customer's historical price for the product is replaced with the new price (of the price type set on the customer).
- Update customer historical price to zero.: their historical price is reset to zero.
- Show warning if price was changed.: historical prices stay; when you add the product in a sales outbound, CIRMS shows the latest prices so you can choose.
- No option selected: nothing happens.
Affects: Product, Sales Outbound
Import from Data Collector: Use price based on Web System Customer's Price — Follows customer selling price based on customer setting.
Choices: Yes / No, follow price from Data Collector / Ask every time during importing
When you import a data collector transaction into a sales outbound:
- Yes: prices are replaced with the customer's web-system price (following the customer's pricing setting).
- No, follow price from Data Collector: the prices from the data collector are kept.
- Ask every time during importing: CIRMS asks during each import (users without the permission to alter prices get the default).
Affects: Sales Outbound
Display Vat Info in Transaction Detail's Footer
Choices: Yes / No
- Yes: the sales outbound footer shows the VAT breakdown (VATable, VAT-exempt, VAT amount and so on).
- No: the VAT details are hidden.
Affects: Sales Outbound
Display popup "Edit Product Detail" after selecting/scanning products? (Mobile View Mode Only)
Choices: Yes / No
Mobile view only.
- Yes: after you pick or scan a product, the "Edit Product Detail" window opens so you can set the quantity, unit and price.
- No: the product is added straight to the list.
Affects: Sales Outbound
Allow negative qty products as auto import to Damage Outbound Transaction?
Choices: Auto import all negative qty products to Approved Damage Outbound upon approval of Sales Outbound Transaction / Auto import all negative qty products to Draft Damage Outbound upon approval of Sales Outbound Transaction / Ask every time during approval of Sales Outbound Transaction / No option selected
When a sales outbound with negative-quantity rows (returned items) is approved:
- Auto import all negative qty products to Approved Damage Outbound upon approval of Sales Outbound Transaction: CIRMS creates an approved Damage Outbound for those items (as positive quantities), so they are taken out of stock again.
- Auto import all negative qty products to Draft Damage Outbound upon approval of Sales Outbound Transaction: the same, but saved as a draft for someone to check and approve.
- Ask every time during approval of Sales Outbound Transaction: CIRMS lists the items and you choose which to send.
- No option selected: nothing is created.
Affects: Sales Outbound
Auto select product batch during transaction saving if none is selected
Choices: No / First in first out / Last in first out
Applies to products managed by batch, when a row has no batch selected:
- No: you must choose the batches yourself before saving.
- First in first out: CIRMS fills in the batches for you, oldest batches with stock first.
- Last in first out: CIRMS fills in the batches for you, newest batches first.
Affects: Product, Sales Outbound
Cost price basis for Batch management type products
Choices: Branch's Purchase Price in Product Detail / Original Purchase Inbound Price / Branch's latest Inbound Price
The cost CIRMS records on a sales outbound row for these products (used for profit and cost reports):
- Branch's Purchase Price in Product Detail: the product's current cost in this branch.
- Original Purchase Inbound Price: the price paid on the purchase inbound that received the selected batches/serials (averaged over them).
- Branch's latest Inbound Price: the latest price the product was received at in this branch.
Affects: Customer, Inventory Transaction Summary Report, Sales Outbound
Cost price basis for Serial management type products
Choices: Branch's Purchase Price in Product Detail / Original Purchase Inbound Price / Branch's latest Inbound Price
The cost CIRMS records on a sales outbound row for these products (used for profit and cost reports):
- Branch's Purchase Price in Product Detail: the product's current cost in this branch.
- Original Purchase Inbound Price: the price paid on the purchase inbound that received the selected batches/serials (averaged over them).
- Branch's latest Inbound Price: the latest price the product was received at in this branch.
Affects: Customer, Inventory Transaction Summary Report, Sales Outbound