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Article details

(Factura - article management)
 

Topics in overview:

Article management
Documents: from offer to delivery note
Promotions
Processes
Subscriptions
Lists
Currency converter  
Customer admin access (WebConnector)
PayPal connectivity (Settings)
SEPA (Settings)
2CHECKOUT (Settings)
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Related topics:

Creating / editing articles 
Article details 
Article categories 
Article import / export
Affiliate plan for an article  Automated processes for articles 
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Article properties cover many different areas, which are summarized in a separate details window:

On this page:

Overview 
General 
Variations 
Categories 
Images 
Storage and Storage options 
Processes 
Commission 
Translation 
Discounts 
Delivery 
Subscription rules 

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Overview

(Factura - article details)

After choosing the topic Articles in the Factura module, you will see a list of all the articles in your inventory.

a) Click the EDIT button to edit the article master data.

b) Clicking the article line opens an overview of the respective article details. These are displayed in the General tab.

c) Click the recycle bin icon to delete an article.


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General

(Factura - article details)

All the other screens and descriptions refer to a single article. This detail view of the selected article consists of several blocks displaying the various article details. Each block contains a button for editing the respective details. Clicking this button has the same effect as clicking the respective tab in the tab bar.

a) Tab bar - use this tab to access the article details.

b) Article master data - use the EDIT button to edit the master data.

c) Button for direct access to the details. 


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Variations

(Factura - article details)

Article variations exist - especially in the textile clothing industry. These variations can be defined here. You can also set up attributes, values, combinations etc.

a) Select an attribute or create a new attribute for use in other articles.

b) If necessary, you can also include additional details for the selected attribute.


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Categories

(Factura - article details)

Your articles can be organized according to categories. The same principle applies as for organizing your contacts into groups. Each article can be linked to various categories, and it is possible to search for articles of a particular category. Learn how to create categories under Article categories.

a) Activate the checkbox for each category that you want to link to this article. Tip: Only select categories which do not contain any subcategories.

b) The selected article categories appear in this list. Each category is shown with its entire hierarchy path.

c) Save your entries.


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Images

(Factura - article details)

You can use images to describe your articles. This can be done in two different ways: 

a) Select an external image source. This refers to an image on the internet which you have access to - usually from your website. Take care to observe applicable property rights.

b) Images from your archive, i.e. images that you upload and link to the respective article using this button.


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Stock

(Factura - article details)

You can use WBS Factura to manage your stock. Make an inventory of stocked articles using the EDIT button.


 
Now you can enter your stock levels for the respective article.
 

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Storage options

(Factura - article details)

a) In the Factura settings, use +Add to add a new storage option.

b) Use +Go to storage options in the Factura settings to get an overview of storage options.


c) Use this button to exit the Factura settings and return to Factura.

d) Specify whether your entry refers to an article or an entire category.

e) to m) are self-explanatory.

n) Activate this message if you want to allow the recipient to enter data.

o) Low stock level notifications have not been activated, which is why the input fields are hidden.

p) Save your entries.

 
 
After saving, you will be redirected back to the Factura settings. It is not (yet) possible to return directly to Factura from here.
 

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Processes

(Factura - article details)

Selling an article can set various processes in motion. Click Add rule for this purpose.


 
a) Select a process from the dropdown menu.

b) Click the plus symbol to select another process.

c) Use the recycle bin icon to remove a process from the list of selected processes.

 
The individual processes are described in more detail in the instructions.
Automated processes for articles.

 

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Commission

(Factura - article details)

Specify commission rules for an article if you would like to sell an article in affiliate networks or reward individual partners for article sales.

a) Click Add rule to add an individual commission rule.

b) Use the Select affiliate plan import button to specify an entire set of previously created rules in a single step.

c) Save your entries.


 
d) Use the plus symbol to add more individual commission rules.

e) Use the recycle bin icon to remove a commission rule from the list.

 

 
f) If you requested the import of an entire set of rules as per b), select the rules from the selection fields to the left of the import button and click Import affiliate plan.

 

 
g) You will now see the entire set of rules that was imported.

h) Save your settings.

 

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Translation

(Factura - article details)

You can also create article descriptions in other languages apart from the default language, allowing you to display them correctly in other language areas.

a) Select the Translations tab.

b) Enable another language for your descriptions. It will be displayed as a separate button next to the default language.

c) Write the text in the default language.


 
d) Click the button of the additional language and enter the text into the input fields.

e) Save your entries. 

 

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Discounts

(Factura - article details)

The overview lists all discounts that have been entered for the respective article. These are based on previous sales promotions. When setting up a promotion, you can specify the articles for which a discount applies.

a) When you use +Add to add another discount on the basis of a new promotion, you will be redirected to Promotion management, where you can enter the new promotion.

b) Use +Go to promotion to access the Promotion management overview.


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Delivery

(Factura - article details)

You can send articles to your customers in different ways: physical articles are delivered by a logistics service provider, electronic articles are downloaded. You can specify the delivery type for an article under the Delivery tab. Available delivery types are specified in the Factura Settings.

a) Click the Delivery tab.

b) Use +Add to begin the delivery type selection procedure.

c) Use the recycle bin icon to remove a delivery type from the list.


 
d) After clicking +Add, click the list of available delivery types to open it. 

e) Select a delivery type and click Add

 

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Subscription rules

(Factura - article details)

Subscription rules describe subscription properties, e.g. the term of a subscription. You can specify subscription rules for an article under the Subscription rules tab. A set of subscription rules for subsequent selection can be entered in the Factura Settings

a) Click the Subscription rules tab.

b) Use +Add subscription rule to begin the subscription rule selection procedure.

c) Use the recycle bin icon to remove a subscription rule from the list.


 
d) Click +Add subscription rule, then click the list of available subscription rules to open it.

e) Select a subscription rule and click Add

 
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