Product Text

Use this parameter to indicate how the product text will be transferred to the documents relating to sales. There are two types of product texts:

• The Sales text This text is displayed on each document line. It will be printed on the documents to be sent to the customers.
• The Pick ticket text This text is only displayed on delivery documents. It should only be used internally to specify the preparation instructions of a product. This text will be printed on the pick tickets.

The Sales and Pick ticket texts are defined in the Product record. You can define the texts either globally by product (from the Actions menu) or by customer product (in the Customers section: from any line in the customer code table, click the Actions icon, then Sales text or Pick ticket text).

On creation of a document, if a text has been defined for a customer, it will always be used in priority. The ‘product text’ below applies equally to the ‘product text’ and the “customer product text’.

The possible values are the following:

On the order - The operating method described below applies equally to orders, open orders and quotes. The product text is only transferred to the order line(s) for this particular product. This text is accessed from the Actions icon on the line. It can be modified and it appears on the order (or quote) acknowledgment of receipt. The entered text will not be transferred to the child documents.. For open orders, the text can be accessed from an open order line by clicking Text from the Actions menu.

On the delivery - The product text is only transferred to the delivery line(s) for this particular product. This text is accessed from the Actions icon on the line. It can be modified and it appears on the Packing slip report. The entered text will not be transferred to the invoices..

On the invoice - The product text is only transferred onto the invoice line(s) related to this product. This text can be accessed from the Actions icon on the line. It can be modified and it appears on the Invoice report.

On the delivery and invoice- The product text is only transferred onto the delivery line(s) related to this product. This text can be accessed from the Actions icon on the line. It can be modified and it appears on the Packing slip or Invoice reports. The text, which can be modified on the delivery, will then be transferred onto the invoice line(s) when the packing slip is invoiced. This text canbe accessed from the Actions icon on the line. It can be modified and it appears on the Invoice report.

On the order, delivery and invoice - Irrespective of the sales document (quote, order, open contract, delivery, invoice), the product text will be tansferred onto the line(s) of the document related to this product. The text can be accessed from the Actions icon on the line. It can be modified and it appears on the report associated with the document. Then, it is transferred onto the child documents (with modifications, if needed). At each stage, the product text can be modified and the modification transferred to the next document.