Sales  Products and services

While checking a customer’s information or sales invoices, you can easily view the best-selling products or services for the customer using Copilot Insights. To see the best-selling products or services for a customer: Open the customer’s information or a sales invoice. Third parties > Customers Sales > Sales invoices Open the Copilot screen (Copilot Insights). …

Adding Units of measurement to your products or services allows you to better reflect the quantities that your business uses and create more specific and accurate sales documents. In Sage Active, you can adjust the unit of measurement and unit price for the relevant product or service. Each unit has a predefined number of decimals …

Attach documents to existing products and services to add more information, images of the product, manuals and so on. Authorised document formats are: PDF Word (doc, docx, rtf, etc.) Excel (xslx, xls, xlsm, slk, csv, etc.) PowerPoint (ppt) Outlook message Archive (zip) Text (txt) Image (jpg, jpeg, png, gif, bmp, svg, tif, tiff, psd, heic, …

Before you can begin creating sales documents, you need to set up products or services to add to them.

The sales of products or services follow a process with a well-determined flow of sales documents. Each document has a specific function and represents a stage of the sales process. All of the documents provide a written record of the transaction, ensure transparency, facilitate monitoring and can resolve potential disputes.

When a discount group is no longer needed, you can simply remove it.

There are two ways to remove a product or service from a discount group:

Permanently: by deleting it from the discount group.
Temporarily: by turning it inactive in the discount group. The product or service can later be reactivated.

Different customers can receive different discounts for some or all products or services. You can automate this process by creating Discount groups. Discounts groups allow you to set up lists of discounts for each product or service and you can even assign separate discounts for different quantities.

Your price lists typically finish on the End date that you specify when setting them up. However, you can also delete a price list if it is no longer needed or if you created it in error. Before removing a price list, make sure it isn’t associated to a customer or used in a sales …

There are two ways to remove a product or service from a price list:
Permanently: by deleting it from the price list.
Temporarily: by turning it inactive in the price list. The product or service can later be reactivated.