Design¶
The Sale Blanket Agreement Module introduces the following concepts:
Sale Blanket Agreement¶
The Sale Blanket Agreement is used to manage the agreements between the company and its customers.
Each agreement progresses through multiple states: ‘draft’ as default when created, ‘running’ when operational then ‘done’ or ‘cancelled’ as final step. A warning is displayed if the user tries to close an agreement with remaining quantities.
An agreement is identified by a unique number that is generated automatically from the configured Sequence and may also have other general information such a validity period, a description, or a reference provided by the customer.
Each agreement is made up from one or more lines. Each line on an agreement provides information about which Products <product:concept-product>, the price, the agreed quantity, the processed quantity and the remaining quantity.
Wizard¶
Create Sale¶
The Create Sale wizard helps the user to create a sale from an blanket agreement. A specific form allows the user to select the blanket agreement lines that will compose the sale with their remaining quantities.