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HOMEBUILDER:  POPULATING SALES LINES FROM PLANNING LINES

In this article, you will learn how to initiate the sales process ...

Initiating Sales

To initiate the sales process, open the Customer that is assigned to the Lot you are going to sell. From the New Document Menu, select the Sales Invoice button:

  • This will bring up the Sales Invoice Card for this Customer.
  • Go to Process, then select action Populate from Planning Lines.

    Populating_Sales_Lines_from_Planning_Lines1

In the pop-up page, select the Lot that is currently associated with the customer or was associated with the customer in the past and press "OK".

Populating_Sales_Lines_from_Planning_Lines2

 
Note
One customer might be assigned to multiple Lots, and on each Lot, there could be additional sales lines, e.g., for the Selection Packages (Color Charts). This will open the page "Planning Lines Selection". Select the planning line you want to include in the invoice and click "Add Selected to Sales Lines".

    Populating_Sales_Lines_from_Planning_Lines3

As a result, the sales lines get populated.