Paying a deposit with credit notes
When you place a quote and a deposit is required, the customer’s open credit notes can pay all or part of it — for example the note created when an earlier order was reverted to a quote. When the prompt appears On Place Order, if a deposit is required and the customer has credit notes […]
Update costs and prices from a spreadsheet
When a supplier sends a new price list, OJ Setup → Parts updates many parts at once from a spreadsheet instead of editing them one by one. Two buttons in the bar under the part details do it: Download cost template (arrow down) and Import costs (arrow up). What, where, who, when, why What A […]
Cost groups and price groups (length rounding, area rounding, minimum area, price rounding)
A cost group and a price group are named sets of rounding rules. A part or a glass (sealed unit) type points at one of each, through the Cost Group and Price Group (or $ Group) combos; an option choice has a Price Group only (its Cost UOM field is a unit of measure, not […]
Cost Groups screen (add or change a cost group, length rounding in inches and mm, area rounding, min area)
Create and change cost groups in OJ Setup → Product Setup → Cost Groups. The list on the left shows each group’s ID and Description; the selected one is shown on the right. Open How a cost group works at the top of the screen for a short explanation, and hover any ⓘ for help […]
Update profile costs by weight
When the aluminium market price moves, every profile’s cost has to change with it. Rather than re-typing each part, Stock Management carries a Cost per [LB / KG] field with a Go button: enter the current price per unit weight, and the profiles in your current filter are re-costed in one action. What Go does For each […]
Copying an order or quote
Copying saves re-keying a document that is nearly the same as one you already have. On the quotes and orders lists a Copy button on each row starts a copy; the copy is a new document, so changing it never affects the original. Copying for the same customer Press Copy and confirm. You get a […]
Company name, logo, address and messages (Company Preferences Title and Address tabs)
Your own company’s name, logo, contact details, document messages and ship/bill addresses are set under Administration and Setup → Company Preferences, on the Title and Address tabs. Press Edit, change, then Save. Other tabs are described in Company Preferences — field reference. What, where, who, when, why What The Title and Address tabs of Company […]
Company Preferences — field reference
Company Preferences are the system-wide settings under Administration. Many also show an info (ⓘ) tooltip in the admin screen. Order-status fields (onhold, ordered, confirmed, …) hold the internal status id used for that workflow stage rather than a user toggle. What, where, who, when, why What The field reference for the system-wide Company Preferences settings: […]
Announcements, newsletters, document messages (Messages & Documents) and Notifications
Three places to set up text your company shows or sends: Announcements and Messages are tabs of Administration and Setup → Company Preferences (Messages is also under Administration and Setup → OJ Setup → REPORTS → Messages & Documents), and automatic emails and alerts are built in Administration and Setup → Notifications. What, where, who, […]
Sales commissions & the Net:List ratio
OpenJanela can calculate a sales commission on every order. The commission is driven by the price the customer actually pays and by how deeply that price was discounted from list. This chapter explains the pieces — the sales rep, the commission scheme, the optional rate matrix, and the Net:List ratio — and how they combine […]