Sales Remake
Functional Video for that is:
1. Workflow Overview
This module allows users to:
✅ Create remake orders (linked to original sales orders).
✅ Track remake history (view all remakes for an order).
✅ Apply predefined pricing rules (based on remake type/reason).
2. Key Workflows
2.1 Creating a Remake Order
Scenario: A customer requests a remake due to a warranty issue.
Steps:
- Go to Patient > Order > Glasses
-
Click "Remake" (button on the order Kanban).
Select Remake Type & Reason
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Choose from predefined options (e.g., Type = Warranty, Reason = Frame Breakage).
Confirm & Generate Remake Order
- Click "Remake" → A new sales order is created with:
- Link to the original order (for tracking).
-
Automatic pricelist application (based on the selected reason).
Process the Remake Order
- The new order follows the standard sales workflow (confirm, deliver, invoice).
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2.2 Checking Remake History
Scenario: A customer asks about past remakes for their order.
Steps:
- Open the Patient > Order: View All Related Remakes
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Click "Check Remakes" → A Kanban view displays all linked remakes.
Access Remake Orders
- Click any remake to open its details top left menu icon and will show remake order in blue color.
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2.3 Managing Remake Pricing
Scenario: A new remake reason requires a special price adjustment.
Steps:
- Go to Remake Configuration
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Navigate to Sales > Configuration > Remakes > Remake Reasons.
Assign a Pricelist
- Edit the reason (e.g., "Lens Replacement") and assign a pricelist.
- The pricelist is in Sales > Configuration > Remake Pricelists.
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3. Summary of Key Actions
| Action | Where to Find It | Outcome |
|---|---|---|
| Create Remake | Patient Kanban → "Remake" | Generates a new linked order with correct pricing. |
| Check Remakes | Patient Kanban → "Top left menu icon and Kanban will be in blue color" | Shows all remakes for the order in Kanban view. |
| Configure Reasons | Sales > Configuration > Remake Reasons | Ensures correct pricing rules for each reason. |
4. Pricelist Management for Remakes
4.1 Setting Up Remake Pricelists
Purpose: Define special pricing rules that apply only to remake orders.
Key Features:
✔ Works with products, product templates, or categories
✔ Two computation methods: Fixed Price or Percentage Discount
✔ Exclusive to remakes (must be marked as "For Remakes Only")
4.2 Workflow: Configuring a Remake Pricelist
Step 1: Create or Modify a Pricelist
-
Go to Sales > Configuration > Remake Pricelists
Either:
- Create a new pricelist (for remakes only)
- Edit an existing one (must check "For Remakes Only")
Step 2: Define Pricing Rules
- In the pricelist form, go to the "Pricelist Rules" section.
- Add a new rule and configure:
| Setting | Options | Explanation |
|---|---|---|
| Apply On | Product / Product Template / Product Category | Whether the rule affects specific items or entire groups. |
| Computation | Fixed Price / Percentage Discount | Fixed = Set exact price. Percentage = Discount applied at order confirmation. |
| Value | Numeric input | For Fixed: The contract price. For Percentage: The discount % (e.g., 20 for 20% off). |
Example 1 (Fixed Price):
- Product: "Replacement Lens A"
- Computation: Fixed Price
- Value: 50→All remakes with this product will use 50.
Example 2 (Percentage Discount):
- Product Category: "Frames"
- Computation: Percentage Discount
-
Value: 30
→ All frame remakes get 30% off original price (final price calculated at order confirmation).
Step 3: Link to Remake Reasons
- Navigate to Sales > Configuration > Remakes > Remake Reasons
- Edit a reason (e.g., "Warranty Replacement") and assign the pricelist.
5. Expected User Flow
- Sales Rep receives a remake request.
- Finds original order → Clicks "Create Remake".
- Selects type/reason → System applies pricing automatically.
- Processes remake (same as a normal order).
- Customer Support can later check "Check Remakes" for history.