The Sale Blanket Agreement Module introduces the following concepts:
Sale Blanket Agreement#
The Sale Blanket Agreement is used to manage the agreements between the company and its customers.
Each agreement progresses through multiple states: ‘draft’ as default when created, ‘running’ when operational then ‘done’ or ‘cancelled’ as final step. A warning is displayed if the user tries to close an agreement with remaining quantities.
An agreement is identified by a unique number that is generated automatically from the configured Sequence and may also have other general information such a validity period, a description, or a reference provided by the customer.
Each agreement is made up from one or more lines. Each line on an agreement provides information about which Products, the price, the agreed quantity, the processed quantity and the remaining quantity.
The Create Sale wizard helps the user to create a sale from an blanket agreement. A specific form allows the user to select the blanket agreement lines that will compose the sale with their remaining quantities.