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Sales Types

Handle samples, try-and-buy, gifts, spare parts and other non-standard sales scenarios with full control over pricing, posting and reporting — all driven by a simple Sales Type selection on the sales line allowing to add a gift to a normal order.

Level: BC360 Foundation Level
100 DKK / month

Features

  • •
    Post cost to alternative G/L Account e.g. repair cost, marketing cost etc.
  • •
    Set price to zero
  • •
    Prevent invoicing until notice from customer
  • •
    Set on order line - add to any normal order
  • •
    Reporting to follow-up

Description

Sales Types gives you a structured way to handle the sales scenarios that don't fit neatly into a standard sales order — samples, try-and-buy arrangements, gifts, spare parts, loan products, marketing materials and trial products all have different pricing rules, cost implications and posting requirements. Without a proper framework, these are typically handled through workarounds that are hard to track and easy to get wrong.

With Sales Types, you define each scenario once through setup — controlling the price, the posting accounts and the process rules. When a user selects a Sales Type on a sales document, the app takes care of the rest. The right price is applied, costs are posted to the correct accounts, and the transaction is handled consistently every time regardless of who is processing it.

Reporting and follow-up are built in, so you can track activity across all your sales type scenarios — how much you are giving away in samples, the value of products out on trial, or the volume of spare parts being sold — and make informed decisions based on real data.

Commercial & setup

Setup
Easy setup of Sales Types to manage process, price and posting.

Dependencies

Base Application
The Base Application is the heart of the BC360 platform. It contains a Business 360 role center that covers all user with the same menu and many small fixes and tools that make every day better. All our apps build upon the Base Application.

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Used in cases

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