Material Orders

Use the Material Order info area to add your orders relating to promotional material.

If you are using Aurea CRM’s stock management features (the "Stock Calculation" process is activated, >> Administrator Information), adding material orders impacts on stocks: Based on stock-relevant data in the material order and material order item records, Aurea CRM calculates the changes in stock quantities in the Stock info area for each rep/resource, stock and item, >> Stocks.

To use the automatic stock calculation functions, enter the following data in the material order:

• Rep or Rep ID: The rep whose stocks are affected.
• Stock: The stock that is affected by the material order.
• Receipt Type or Quantity factor, >> Assigning Quantity Factors to Receipt Transaction Types.
• The Currency used to automatically calculate prices.

The items and quantities are entered in the Material Order Item info area. Prices and discounts are calculated automatically. Enter the following data:

• Item No.: The Item name, Item Group, Item Sub-group and Packaging Unit are entered automatically.
• Quantity: The stock-effective quantity is calculated automatically based on the Quantity factor (in the material order) and Packaging Unit and entered in the Inventory quantity field. The price and discount are also calculated.

The corresponding stock is automatically updated in the Stock info area.