Offered assortment (for a recipient)

The system enables you for offering a whole assortment to all contractors (by default). The system allows you also for choosing the assortment that has to be offered only for the specific number of contractors. In the index card of the assortment, it is enough to add contractors that are the recipients of the assortment. After doing it, the system will display only the assortment that is reserved for the chosen recipient, (during placing an order). Additionally, for each stocktaking unit reserved for the recipient, you can define a code of the recipient, that will be used.

Assigning an assortment to a particular recipient can be realized in two ways:

by using the index card of a contractor,
by using the index card of an assortment.

Linking of the assortment to the recipient performed from the level of assortment's index card, is visible automatically also in the index card of the contractor.

From the level of the assortment's index card

On the card of assortment you can define the information that it is offered only for the chosen recipients. It is conducted by selecting the option Assortment available only for the chosen recipients and by defining a list of contractors, to whom the assortment will be offered.

Assortment available only for the chosen recipients - by enabling this option, the assortment is available only for the specific number of recipients during placing an order.

Use a code and a name - by enabling this option, the assortment on the documents that are issued for the particular contractor, appears under its defined name.

++++ Screen: Recipients of assortment | ++++ ++++ Screen: Order from the recipient for the offered assortment| ++++

In order to define recipients of the particular assortment, you have to:

in the module Warehouse chooses Assortment,
select the assortment an click on Edit,
go to the tab Recipients,
select the option Assortment available only for the chosen recipients,
click on Add to enter recipients, to whom the assortment should be offered,
on the list of contractors select the contractors, for whom this assortment should be offered,
click on Choose,
by selecting other assortments, after clicking on Edit you can define a Code and Name of the recipient and specify that during placing an order, the code and the name of recipient should be used (select the option Use code and name of the recipient's assortment,
click on Confirm.

Types of the configuration:

++++ Screen: Assortment unavailable for everyone | ++++ ++++ Screen: Assortment available for everyone under individual names| ++++ ++++ Screen: Assortment available for the chosen contractors | ++++ ++++ Screen: Assortment available for the chosen contractors under individual names| ++++

If the name of the recipient was defined for the specific assortment, then in the specification of the document issued for the specific contractor, the information about the code and name of assortment of the recipient will be saved. This information is visible in new columns: Code of a recipient and Name of a recipient, that can be enabled using the function View. The code and name of the recipient can be used also on the printouts of documents.

If the change of the recipient's name is made, it will relate only to new documents.

From the level of contractor's index card

On the card of a contractor, you can define that he/she is the recipient of the specific quantity of assortment. It takes place by selecting the option Recipient of the assigned assortment and by defining the list of assortment offered to the recipient. Additionally, for every assortment you can define that it has to be offered under an individual code and name.

++++ Screen: Offered assortment | ++++

For this purpose:

in the module CRM choose Contractors,
select a contractor and click on Edit,
go to the tab Offered assortment,
select the option Recipient of the assigned assortment,
click Add do define the assortment, that should be offered to the contractor,
on the list of assortment select the assortment, that has to be assigned and offered to the contractor,
click on Choose,
by selecting other assortments, after clicking Edit, you can define a Code and name of the recipient and define that during placing the order, a code and a name of recipient should be used ( select the option Use code and name of the assortment's recipient.
click Confirm

Enabling the option gives results in:

Lp.	Types of the configuration of options available in the index card of the contractor	Effect
1.	A recipient of the assigned assortment	during creation of the Order from a Recipient document for this contractor, no assortment will display. A whole list of assortment will appear after unselecting the option `Only assortment for the recipient` on the Order from the recipient document
2.	Recipient of the assigned assortment	during creation of the Order from a Recipient document for this contractor, only the assortment placed on the list will display. A whole list of assortment will appear after unselecting the option `Only the assortment assigned to the recipient`on the Order from the recipient document
2.	defined list of the offered assortment
3.	Recipient of the assigned assortment	during creation of the Order from a Recipient document for this contractor, only the assortment from the list will display (under defined names). A whole list of assortment will appear after unselecting the option `Only the assortment assigned to the recipient`on the Order from the recipient document
	defined list of the offered assortment
	Use the code and name of the recipient's assortment
4.	defined list of the offered assortment	during creation of the Order from a Recipient document for this contractor, a whole list of assortment will display. Items that were added to the list and for which the code and the name of contractor were defined, will display under these names
4.	Use the code and the name of the assortment at the recipient

In order to use the code and the name at the recipient on the printouts, you have to make the edition of the templates of printouts. Substitution of the element code/name of assortment with the element code/name of assortment at the recipient will cause that if the individual names for contractor are idetified, they will be applied, otherwise the system names will be used.

During generating of a document for specification, the name and code goes to the recipient according to the configuration.

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