To a business partner, you can define default products that are always included when you create an invoice to that business partner. Note! If the default amount is zero, the product is not inserted automatically to the invoice.
The basic information of the default products come from the product register, but you can define for them a Business partner-specific price, discount percentage, VAT percentage and default amount. If you tick the box different price, you can enter a price that differs from the one in the product register. If you tick the box different discount, you can enter a discount percentage that differs from the one in the product register. If you tick the box different VAT, you can enter a VAT percentage that differs from the one in the product register. If the default amount is zero, but a different price, discount or VAT has been defined for the product, the product is not automatically included when you create a new invoice to that business partner. If a product like this is selected to the invoice, the customer specific price/discount/VAT is used. You can also enter a default row comment to the product.
In the Group invoice you can select whether to include default products or not.
The fields in the view
The Save button saves the additions and deletions of the business partner’s default products.
Using the Add button you can search the business partners default products/services from the product register. Search the deisred product from the list that opens. The list shows customers’ sales products, suppliers’ purchase products and persons’ travel and expense invoice products. When using the Search products button you can specify the search by the product name, product code and product group. You can select the product by clicking the product row. You can select several products at once by using the Ctrl and Shift keys. A product can occur by default product only once.
The New product button in the Product register view can be used for adding new products in the register.
The Select product button moves the products to the business partner by default. If you select several products at the same time, the button opens a window where you can enter information that is updated to all the selected products.
The Product card button takes you to the product card of the selected product.
The Delete button removes the selected default product.
The Delete all button removes all default products from the business partner. Verification is requested before deleting.
The Validity periods button allows you to define the time periods when each product is automatically included in invoices.
When running the Business partner report, select the register information Default products in the search definition to include information on the amount of default products defined for the business partner.