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Glossary
What are Modules?
What is a Widget?
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Wat is person in Newbase?
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What is a customer project
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Hour type
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Difference between a set and a composed product.
What are valuelists?
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What are dimensions?
What is a correspondence user?
What is dropshipment / dropshipping
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Send login details
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Difference start screen - summary screen - edit screen - quick edit
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CRM
Create organisation
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There is no email address in a message
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Unable to send a message / email
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Products
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Can you link a product to multiple product groups?
Create a product
Where to enter of adjust the sales price of a product
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Add stock location to a product > create stock product
Set unit / entity code of purchasing & sales for a product
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Link product attachment and send automatically
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Update standard purchase price of existing products
Standard purchase price at a composed product
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Product can only be purchased for stock
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Sales
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Credit sales invoice
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UBL (XML) Sales invoice - e-factoring - OIN - HRN number
Link products to a document
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Why is a sales order not found using the query 'to be invoiced'
How does a discount / surcharge work in Newbase?
Re-book a sales invoice to Twinfield or set it to manually booked
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There is no VAT on the order or invoice
Want to link a debtor to a document but cannot find the debtor?
Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?
Whether or not to print a sales invoice line with quantity 0
List of sales invoices with purchase - sales - margin
How is the expiry date of a sales invoice determined?
Check stock within a sales order
Error when booking to Twinfield: ...performance type must be entered
Replace discount/surcharge in all lines in one go
How can you renew / update product data in existing financial sales documents?
Set a sales order to 'paid'
Overview and check payment phasings via listview sales orders
Why is the sales price not adjusted and what is the difference between updating and indexing product prices?
How does drop shipment / drop shipping work in Newbase?
Purchase
Book purchase invoice to Twinfield
How to create a creditor
Create purchase order via a RFQ (request for quotation)
Create separate purchase order (by for stock)
Create a purchase order via sales order (no stock booking)
Create purchase orders from a selection of sales orders (collect)
Linking a project to a purchase order after goods are received
Cancel a purchase order
Prepay a purchase invoice (pro forma purchase invoice)
Indicate goods that will no longer be received
Book a purchase invoice or a sales invoice from a previous year
Purchasing for multiple projects and/or sales orders on one purchase order
Delivery date on a purchase order
How can you see on a purchase invoice line whether a receipt has been linked?
How can you see on a purchase order or receipt whether a purchase invoice is linked?
Logistics
Stock value list
General informatie goods delivery
Create 1 of more delivery notes
Partial delivery (of composed product)
Print a delivery note / pick list
Search for goods that are still to be deliverd
Deliver more goods than on sales order
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Return delivery of products that have already been issued
Creata a receipt / adjust quantiy on receipt
Separate stock mutation / stock correction
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Search for products / goods still te be received (purchase order to be received)
Purchasing for stock with an stock order proposal
Set a sales order to 'manually invoiced' (duplicate)
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Search for products to be ordered
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The order of determining an hourly rate on a project
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Create a (private) debtor (and choose company)
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Get payments from Twinfield (debtors)
Manually set an invoice to booked or not booked in Newbase
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Search for sales invoices to be reminded via the open sales invoices module
Set debtor or invoice to: do not remind / no reminders
Journal entries
Set debtor to direct debit
Sales invoice always to the same person / contact
Product prices have changed and would you like to update them on member lines?
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Settings
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Setting up Microsoft Office 365 (Mail and Sharepoint)
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What is the program translations?
Editing or creating translations
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Merge codes in a template
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Change value lists
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Create of change ledger numbers
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Where can you enter cost accounts?
Create a payment phasing (settings)
VAT codes Newbase - Twinfield
VAT Settings
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How does currency work within Newbase
What to do at an annual change?
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Select another company (for multi-company use)
Message not send / marked as send
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- Sales
- Why is the sales price not adjusted and what is the difference between updating and indexing product prices?
Why is the sales price not adjusted and what is the difference between updating and indexing product prices?
Updated
by MJA
1. General
You have a product database in Newbase. A product is given a sales price by creating a sales price break line. Click here for more information about creating or changing a sales price within a product. If you want to do this in bulk click here.
You can link a product to a sales document such as a quotation, or to a service project contract line or to a member line.
As soon as a product is linked somewhere, the price at that moment is adopted. If you then adjust the sales price in the product database, this price will NOT automatically be copied to existing sales documents. You can imagine that a quotation should not suddenly receive a different price.
The price will also NOT be adjusted on a service project contract line or member line.
2. What is the difference between indexing product prices and updating product prices?
Indexing and updating is only possible on products linked to a sales document or a service project contract line. If you want to adjust prices in the product database, you can do so as described in the first paragraph.
Example:
Product X has a sales price in the product database (with 1 or more price break lines). For example Euro 500.00.
Product X is linked to a sales quotation and at that time the price in the database was Euro 500.00. If the price of the product in the database is adjusted to Euro 600.00, the price on the quotation is still Euro 500.00.
Product X is also linked to a service project contract line. At that time, the service project contract line receives the price of the product at that time. In the above example Euro 500.00.
If your sales price of product in the database changes to Euro 600.00, this price will NOT be transferred to the service project contract line, which still has a price of Euro 500.00.
If you want to update the prices on the service project contract lines and align them with the prices from the product database, you choose to update the prices on the service project contract lines. Click here for more information.
If you want to index the prices of the service project contract lines, click here for more information. Please realize that when indexing you only change the prices of the service project contract lines and NOT the prices in the products database.
How can you adjust sales prices that are linked somewhere?
To update the product price on existing sales documents, click here.
If you would like to update the product prices on an existing service project contract line, click here.
If you want to index product prices on existing service project contract lines, click here.
To update product prices on existing member lines, click here.
If you want to index product prices on existing service project contract lines, click here.
