En:Deposit accounts - Versionsgeschichte

Shari am 24. Oktober 2024 um 13:32 Uhr

2024-10-24T13:32:27Z

← Older revision		Revision as of 15:32, 24 October 2024
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	==Activate deposit accounts==		==Activate deposit accounts==

	[[Datei:~~Pfandkonto_Einstellungen~~.png\|miniatur\|Deposit account settings]]		[[Datei:Activate deposit account.png\|miniatur\|Deposit account settings]]

	In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under <i>System - Settings - Orders - Activate deposit items / juice accounts.</i> To do this, tick <i>"Activate deposit items/juice accounts"</i> and save this process.		In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under <i>System - Settings - Orders - Activate deposit items / juice accounts.</i> To do this, tick <i>"Activate deposit items/juice accounts"</i> and save this process.
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	==Selling a deposit item==		==Selling a deposit item==
	[[Datei:~~Pfandartikelverkauf~~.png\|250px\|right\|miniatur\|You sell a deposit item]]		[[Datei:Flaschenpfand englisch.png\|250px\|right\|miniatur\|You sell a deposit item]]
	As usual, create a new order for the corresponding customer for the desired items and add a suitable deposit item (deposit item for sale, e.g. the 6-pack box), which you want to give to the customer and thus initially sell as a deposit. Once all items have been added to the order, create an invoice as usual. Here you can read how to create a [[New order]], how to add an item to the order and here how to create [[Documents for an order]] (e.g. invoices). (e.g. invoices) are created.		As usual, create a new order for the corresponding customer for the desired items and add a suitable deposit item (deposit item for sale, e.g. the 6-pack box), which you want to give to the customer and thus initially sell as a deposit. Once all items have been added to the order, create an invoice as usual. Here you can read how to create a [[New order]], how to add an item to the order and here how to create [[Documents for an order]] (e.g. invoices). (e.g. invoices) are created.

Shari am 24. Oktober 2024 um 13:22 Uhr

2024-10-24T13:22:48Z

@@ Line 40: / Line 40: @@
 With this setting, when this assortment is sold (when it is returned), the stock is automatically increased by one.
-===Price awarded===
+==Selling a deposit item==
-Erheben Sie für den regulären Pfandartikel für den Verkauf / die Ausleihe einen Preis, muss für den rücknehmenden Pfandartikel ein entsprechend negativer Preis vergeben werden. Tragen Sie also ein Minuszeichen vor den Betrag in das Feld „Preis“ und wählen Sie die gleiche Preisgruppe aus, wie bei dem regulären Pfandartikel.
+[[Datei:Pfandartikelverkauf.png|250px|right|miniatur|You sell a deposit item]]
+As usual, create a new order for the corresponding customer for the desired items and add a suitable deposit item (deposit item for sale, e.g. the 6-pack box), which you want to give to the customer and thus initially sell as a deposit. Once all items have been added to the order, create an invoice as usual. Here you can read how to create a [[New order]], how to add an item to the order and here how to create [[Documents for an order]] (e.g. invoices). (e.g. invoices) are created.
 <br>
@@ Line 67: / Line 53: @@
 Also create an order for the return of a deposit item for the customer who returns the deposit, so that this movement can also be booked and the account balance of the deposit item is updated. For this, add the assortment for the return of the deposit item (e.g. return 6-box), which you have created as described above, and book this with the number of deposit items returned accordingly. Also create an invoice here to book the return according to the returned deposit items.
@@ Line 87: / Line 67: @@
 [[Datei:Pfandkonto Kundenakte.png|miniatur|Deposit account overview in the customer file]]
 You can also track the movements and an overview of the deposit accounts of a specific customer in the customer file To do this, go to the System tab in the customer file. There you will also find a table under <i>"Overview of deposit/juice accounts"</i>, which shows the most recent status of the deposit account of the corresponding customer.
 <br>
@@ Line 99: / Line 73: @@
 [[Datei:Pfandkonto Auftragsmaske.png|miniatur|Deposit account overview in the order mask]]
 If you have set in the system settings that <i>"Deposit items/juice accounts in order are displayed as an icon"</i>, you have the option of displaying the status of the deposit account for the customer of the order by clicking on the corresponding icon in the order mask.

Ilaria: /* Activate deposit accounts */

2023-06-27T12:25:47Z

Activate deposit accounts

← Older revision		Revision as of 14:25, 27 June 2023
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	In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under <i>System - Settings - Orders - Activate deposit items / juice accounts.</i> To do this, tick <i>"Activate deposit items/juice accounts"</i> and save this process.		In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under <i>System - Settings - Orders - Activate deposit items / juice accounts.</i> To do this, tick <i>"Activate deposit items/juice accounts"</i> and save this process.
	You also have the option of displaying the deposit items/juice accounts as an icon both in the order and in the cash register in order to be able to access the functions even more quickly~~. Haken Sie auch hier die gewünschten Optionen an und speichern Sie die Einstellung~~. Please specify another title for <i>"Title for auto field output"</i>, e.g. for identification on receipts (example: overview of deposit accounts).		You also have the option of displaying the deposit items/juice accounts as an icon both in the order and in the cash register in order to be able to access the functions even more quickly. Please specify another title for <i>"Title for auto field output"</i>, e.g. for identification on receipts (example: overview of deposit accounts).

	==Create deposit items for sale==		==Create deposit items for sale==

Luca: /* Pfandkonten aktivieren */

2022-09-05T11:55:25Z

Pfandkonten aktivieren

← Older revision		Revision as of 13:55, 5 September 2022
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	<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/gFmRURMZlxg</embedvideo>		<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/gFmRURMZlxg</embedvideo>

	==~~Pfandkonten aktivieren~~==		==Activate deposit accounts==

	[[Datei:Pfandkonto_Einstellungen.png\|miniatur\|Deposit account settings]]		[[Datei:Pfandkonto_Einstellungen.png\|miniatur\|Deposit account settings]]

Luca am 5. September 2022 um 11:53 Uhr

2022-09-05T11:53:51Z

Luca: Die Seite wurde neu angelegt: „The deposit accounts function allows you to manage deposit items, add and sell orders and always keep an overview of the stocks and the deposit items in circulation. You can track this down to the customer. The function is available for you as of the complete package. https://youtu.be/gFmRURMZlxg ==Pfandkonten aktivieren== Datei:Pfandkonto_Einstellungen.png|miniatur|Einst…“

2022-09-05T11:40:25Z

Die Seite wurde neu angelegt: „The deposit accounts function allows you to manage deposit items, add and sell orders and always keep an overview of the stocks and the deposit items in circulation. You can track this down to the customer. The function is available for you as of the complete package. <embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/gFmRURMZlxg</embedvideo> ==Pfandkonten aktivieren== Datei:Pfandkonto_Einstellungen.png|miniatur|Einst…“

New page

The deposit accounts function allows you to manage deposit items, add and sell orders and always keep an overview of the stocks and the deposit items in circulation. You can track this down to the customer. The function is available for you as of the complete package.

<embedvideo service="youtube" dimensions="350" alignment="right" >https://youtu.be/gFmRURMZlxg</embedvideo>

==Pfandkonten aktivieren==

[[Datei:Pfandkonto_Einstellungen.png|miniatur|Einstellungen zu den Pfandkonten]]

In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under System - Settings - Orders - Activate deposit items / juice accounts. To do this, tick "Activate deposit items/juice accounts" and save this process.
You also have the option of displaying the deposit items/juice accounts as an icon both in the order and in the cash register in order to be able to access the functions even more quickly. Haken Sie auch hier die gewünschten Optionen an und speichern Sie die Einstellung. Please specify another title for "Title for auto field output", e.g. for identification on receipts (example: overview of deposit accounts).

==Create deposit items for sale==

[[Datei:Pfandkonto_Artikelübersicht.png|miniatur|So legen Sie einen Pfandartikel an]]

To create a deposit item, first create a new item as usual (under "Item - New item"). Read here how to [[Create a new article]]. Assign an article number and an article name corresponding to the deposit article (example: 6-box). Under the item "Packaging" you can select "Piece" as the type of packaging in the drop-down menu. In the next step, save the new deposit item at the bottom. You will now be forwarded to the item file of the newly created deposit item.

===Allocate price===
If your customers incur costs when taking the deposit item with them, you can assign the corresponding price to the item, also as usual. You can read how to assign prices and price groups to an article in the article [[Article index card]].

===Designate article as deposit article===
In order to determine that the newly created article, unlike the rest of your articles, is a deposit article, tick "Deposit article/juice account" in the item "Other settings".

 

==Create deposit item for redemption==
[[Datei:Sortiment Pfandartikel.png|miniatur|So legen Sie einen Pfandartikel für die Rücknahme an]]
In order to be able to take back deposit items in addition to selling or lending them and to book them in the programme, a deposit item for taking back must be created to match the deposit item for giving away. Create a new article for this as before (example article name: return 6-box).

'''Note: Here it is very important that this article, unlike before, is created as an assortment.

For this purpose, tick the item "Packaging & Miscellaneous" that this item is to be treated as an assortment. Save the deposit item for return.

===Assortment settings===
In order to create a stock increase by the exact number of deposit articles to be taken back when the deposit article is taken back, the assortment for the deposit article return must be linked to the original deposit article. You can do this in the article index of the assortment you have just created in the "Data" tab under the item "Articles in this assortment". To do this, insert the number of the deposit item (for lending / selling) and with a click on the green finger, assign this item to the assortment for return. Then enter a - 1 for the number. Enter 100 for the share (%) and then click on add.

Note: The negative sign plays a particularly important role here! Make sure that you put a minus in front of the number.
With this setting, when this assortment is sold (when it is returned), the stock is automatically increased by one.

===Price awarded===
Erheben Sie für den regulären Pfandartikel für den Verkauf / die Ausleihe einen Preis, muss für den rücknehmenden Pfandartikel ein entsprechend negativer Preis vergeben werden. Tragen Sie also ein Minuszeichen vor den Betrag in das Feld „Preis“ und wählen Sie die gleiche Preisgruppe aus, wie bei dem regulären Pfandartikel.

Hinweis: Auch hier spielt das negative Vorzeichen eine wichtige Rolle! Achten Sie darauf, dass Sie für den Preis ein Minus vor die Zahl setzen. Beispiel: Das Pfand für die 6er Box kostet 3 Euro. Somit muss der Preis für die rücknehmende 6er Box -3 € betragen.

==Sell deposit items==
[[Datei:Pfandartikelverkauf.png|miniatur|Sie verkaufen Sie einen Pfandartikel]]
As usual, create a new order for the corresponding customer for the desired items and add a suitable deposit item (deposit item for the sale, e.g. the box of 6), which you want to give to the customer and thus initially sell as a deposit. Once all items have been added to the order, create an invoice as usual. Here you can read how to create a [[New Order]], how to add an item to the order and here how to create [[Documents for an Order]]. (e.g. invoices).

 

==Show deposit items on the invoice==
So that customers can also see their deposit account balance on the invoice, you have the option of outputting an overview of the deposit account (quantity and associated deposit items) by means of an auto field in your invoice text. For this, use the auto field [Deposit account customer]. You can also look up all [[auto fields]] here.

==Take back deposit items==
[[Datei:Pfandartikelrücknahme im Auftrag.png|miniatur|So nehmen Sie einen Pfandartikel wieder zurück]]

Also create an order for the return of a deposit item for the customer who returns the deposit, so that this movement can also be booked and the account balance of the deposit item is updated. For this, add the assortment for the return of the deposit item (e.g. return 6-box), which you have created as described above, and book this with the number of deposit items returned accordingly. Also create an invoice here to book the return according to the returned deposit items.

 

==Overview of the pledge accounts==
[[Datei:Pfandkontenübersicht.png|miniatur|Übersicht der kundenspezifischen Pfandkonten]]

The practical overview of the deposit accounts, which you can find under Articles - Stocks - Deposit accounts, offers you the possibility of displaying all deposit account balances and deposit movements of all customers to whom you have handed over a deposit item or received it back from them and booked it per invoice in an overview. In addition to the article name, the article number, the corresponding customer and the status of the account (i.e. the number of deposit articles at the customer's premises), you can have the individual movements for this account displayed statistically in a table by clicking on the symbol on the far right of each line under "Movement".

Note: A negative sign in "Account balance" indicates that a certain amount of the sold deposit item is still with the customer.

===Overview of the deposit accounts in the customer file===
[[Datei:Pfandkonto Kundenakte.png|miniatur|Pfandkontenübersicht in der Kundenakte]]
You can also track the movements and an overview of the deposit accounts of a specific customer in the customer file To do this, go to the System tab in the customer file. There you will also find a table under "Overview of deposit/juice accounts", which shows the most recent status of the deposit account of the corresponding customer.

 

===Overview of the deposit accounts in the order mask===
[[Datei:Pfandkonto Auftragsmaske.png|miniatur|Pfandkontenübersicht in der Auftragsmaske]]
If you have set in the system settings that "Deposit items/juice accounts in order are displayed as an icon", you have the option of displaying the status of the deposit account for the customer of the order by clicking on the corresponding icon in the order mask.

 

===Overview of the deposit accounts in the cash register===
[[Datei:Pfandkonto Kasse.png|miniatur|Pfandkontenübersicht in der Kasse]]

If you have set in the system settings that "Deposit item/juice accounts are displayed as an icon in the cash register", you can click on the "Deposit accounts" field on the right-hand side of the cash register to display the status of the deposit account for the customer of the cash order.

← Older revision		Revision as of 13:53, 5 September 2022
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	==Pfandkonten aktivieren==		==Pfandkonten aktivieren==

	[[Datei:Pfandkonto_Einstellungen.png\|miniatur\|~~Einstellungen zu den Pfandkonten~~]]		[[Datei:Pfandkonto_Einstellungen.png\|miniatur\|Deposit account settings]]

	In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under <i>System - Settings - Orders - Activate deposit items / juice accounts.</i> To do this, tick <i>"Activate deposit items/juice accounts"</i> and save this process.		In order to create and use deposit items, the function must first be activated via the settings. Activation takes place under <i>System - Settings - Orders - Activate deposit items / juice accounts.</i> To do this, tick <i>"Activate deposit items/juice accounts"</i> and save this process.
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	==Create deposit items for sale==		==Create deposit items for sale==

	[[Datei:Pfandkonto_Artikelübersicht.png\|miniatur\|~~So legen Sie einen Pfandartikel an~~]]		[[Datei:Pfandkonto_Artikelübersicht.png\|miniatur\|To create a deposit item]]

	To create a deposit item, first create a new item as usual (under <i>"Item - New item"</i>). Read here how to [[Create a new article]]. Assign an article number and an article name corresponding to the deposit article (example: 6-box). Under the item <i>"Packaging"</i> you can select <i>"Piece"</i> as the type of packaging in the drop-down menu. In the next step, save the new deposit item at the bottom. You will now be forwarded to the item file of the newly created deposit item.		To create a deposit item, first create a new item as usual (under <i>"Item - New item"</i>). Read here how to [[Create a new article]]. Assign an article number and an article name corresponding to the deposit article (example: 6-box). Under the item <i>"Packaging"</i> you can select <i>"Piece"</i> as the type of packaging in the drop-down menu. In the next step, save the new deposit item at the bottom. You will now be forwarded to the item file of the newly created deposit item.
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	==Create deposit item for redemption==		==Create deposit item for redemption==
	[[Datei:Sortiment Pfandartikel.png\|miniatur\|~~So legen Sie einen Pfandartikel für die Rücknahme an~~]]		[[Datei:Sortiment Pfandartikel.png\|miniatur\|To create a deposit item for redemption]]
	In order to be able to take back deposit items in addition to selling or lending them and to book them in the programme, a deposit item for taking back must be created to match the deposit item for giving away. Create a new article for this as before (example article name: return 6-box).		In order to be able to take back deposit items in addition to selling or lending them and to book them in the programme, a deposit item for taking back must be created to match the deposit item for giving away. Create a new article for this as before (example article name: return 6-box).

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	==Sell deposit items==		==Sell deposit items==
	[[Datei:Pfandartikelverkauf.png\|miniatur\|~~Sie verkaufen Sie einen Pfandartikel~~]]		[[Datei:Pfandartikelverkauf.png\|miniatur\|You sell a deposit item]]
	As usual, create a new order for the corresponding customer for the desired items and add a suitable deposit item (deposit item for the sale, e.g. the box of 6), which you want to give to the customer and thus initially sell as a deposit. Once all items have been added to the order, create an invoice as usual. Here you can read how to create a [[New Order]], how to add an item to the order and here how to create [[Documents for an Order]]. (e.g. invoices).		As usual, create a new order for the corresponding customer for the desired items and add a suitable deposit item (deposit item for the sale, e.g. the box of 6), which you want to give to the customer and thus initially sell as a deposit. Once all items have been added to the order, create an invoice as usual. Here you can read how to create a [[New Order]], how to add an item to the order and here how to create [[Documents for an Order]]. (e.g. invoices).

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	==Take back deposit items==		==Take back deposit items==
	[[Datei:Pfandartikelrücknahme im Auftrag.png\|miniatur\|~~So nehmen Sie einen Pfandartikel wieder zurück~~]]		[[Datei:Pfandartikelrücknahme im Auftrag.png\|miniatur\|To take back a deposit item]]

	Also create an order for the return of a deposit item for the customer who returns the deposit, so that this movement can also be booked and the account balance of the deposit item is updated. For this, add the assortment for the return of the deposit item (e.g. return 6-box), which you have created as described above, and book this with the number of deposit items returned accordingly. Also create an invoice here to book the return according to the returned deposit items.		Also create an order for the return of a deposit item for the customer who returns the deposit, so that this movement can also be booked and the account balance of the deposit item is updated. For this, add the assortment for the return of the deposit item (e.g. return 6-box), which you have created as described above, and book this with the number of deposit items returned accordingly. Also create an invoice here to book the return according to the returned deposit items.
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	==Overview of the pledge accounts==		==Overview of the pledge accounts==
	[[Datei:Pfandkontenübersicht.png\|miniatur\|~~Übersicht der kundenspezifischen Pfandkonten~~]]		[[Datei:Pfandkontenübersicht.png\|miniatur\|Overview of the customer-specific deposit accounts]]

	The practical overview of the deposit accounts, which you can find under <i>Articles - Stocks - Deposit accounts</i>, offers you the possibility of displaying all deposit account balances and deposit movements of all customers to whom you have handed over a deposit item or received it back from them and booked it per invoice in an overview. In addition to the article name, the article number, the corresponding customer and the status of the account (i.e. the number of deposit articles at the customer's premises), you can have the individual movements for this account displayed statistically in a table by clicking on the symbol on the far right of each line under <i>"Movement"</i>.		The practical overview of the deposit accounts, which you can find under <i>Articles - Stocks - Deposit accounts</i>, offers you the possibility of displaying all deposit account balances and deposit movements of all customers to whom you have handed over a deposit item or received it back from them and booked it per invoice in an overview. In addition to the article name, the article number, the corresponding customer and the status of the account (i.e. the number of deposit articles at the customer's premises), you can have the individual movements for this account displayed statistically in a table by clicking on the symbol on the far right of each line under <i>"Movement"</i>.
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	===Overview of the deposit accounts in the customer file===		===Overview of the deposit accounts in the customer file===
	[[Datei:Pfandkonto Kundenakte.png\|miniatur\|~~Pfandkontenübersicht~~ in ~~der Kundenakte~~]]		[[Datei:Pfandkonto Kundenakte.png\|miniatur\|Deposit account overview in the customer file]]
	You can also track the movements and an overview of the deposit accounts of a specific customer in the customer file To do this, go to the System tab in the customer file. There you will also find a table under <i>"Overview of deposit/juice accounts"</i>, which shows the most recent status of the deposit account of the corresponding customer.		You can also track the movements and an overview of the deposit accounts of a specific customer in the customer file To do this, go to the System tab in the customer file. There you will also find a table under <i>"Overview of deposit/juice accounts"</i>, which shows the most recent status of the deposit account of the corresponding customer.

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	===Overview of the deposit accounts in the order mask===		===Overview of the deposit accounts in the order mask===
	[[Datei:Pfandkonto Auftragsmaske.png\|miniatur\|~~Pfandkontenübersicht~~ in ~~der Auftragsmaske~~]]		[[Datei:Pfandkonto Auftragsmaske.png\|miniatur\|Deposit account overview in the order mask]]
	If you have set in the system settings that <i>"Deposit items/juice accounts in order are displayed as an icon"</i>, you have the option of displaying the status of the deposit account for the customer of the order by clicking on the corresponding icon in the order mask.		If you have set in the system settings that <i>"Deposit items/juice accounts in order are displayed as an icon"</i>, you have the option of displaying the status of the deposit account for the customer of the order by clicking on the corresponding icon in the order mask.

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	===Overview of the deposit accounts in the cash register===		===Overview of the deposit accounts in the cash register===
	[[Datei:Pfandkonto Kasse.png\|miniatur\|~~Pfandkontenübersicht~~ in ~~der Kasse~~]]		[[Datei:Pfandkonto Kasse.png\|miniatur\|Deposit account overview in the cash register]]

	If you have set in the system settings that <i>"Deposit item/juice accounts are displayed as an icon in the cash register"</i>, you can click on the <i>"Deposit accounts"</i> field on the right-hand side of the cash register to display the status of the deposit account for the customer of the cash order.		If you have set in the system settings that <i>"Deposit item/juice accounts are displayed as an icon in the cash register"</i>, you can click on the <i>"Deposit accounts"</i> field on the right-hand side of the cash register to display the status of the deposit account for the customer of the cash order.