Skip to content
Call us : +44 800 0337642
  • Customer Login
Manu Online Logo
  • Products
    • Product Overview
    • Mini Enterprise Edition
    • Enterprise Edition
    • Multi Company Edition
  • About us
    • Manu Online
    • Partners
  • Pricing
  • Resources
    • Documentation
    • About ERP
    • Getting Started
    • Features & Business Processes
    • Integrations & API
    • Customer Stories
    • Blog
    • News
  • Contact Us
Free trial!

Getting Started

  • 1. Manu Online documentation
  • 2. Chart of accounts and tax codes
  • 3. Start up wizard
  • 4. Importing data

Logging in and basic use

  • 1. Logging in for the first time
  • 2. The main menu
  • 3. Reports

Partners and items

  • 1. Partner card
  • 2. Items
  • 3. Item card for materials
  • 4. Item card – Work time
  • 5. Item Card – Machine time
  • 6. Item card – Subcontract jobs
  • 7. Item card – Other cost items

Purchase

  • 1. Purchase home
  • 2. Purchase orders
  • 3 .Automated purchase order generation
  • 4. Supplier Quotations

Sales

  • 1. Sales home
  • 2. Sales orders
  • 3. Sales quotations
  • 4. Projects
  • 5. Sales forecasts
  • 6. Agreements
  • 7. Product tracking
  • 8. PRM
  • 9. Sales – Other operations

Warehouse

  • 1. Warehouse home
  • 2. Dispatch orders (Shipping)
  • 3. Receive purchases
  • 4. Customer returns
  • 5. Direct sales
  • 6. Material transfer
  • 7. Serial numbers & Lot tracking
  • 8. Stock change

Production

  • 1. Production home
  • 2. Production work orders
  • 3. Create multiple work orders
  • 4. Service work orders
  • 5. Work hours
  • 6. Work cells
  • 7. Scheduling
  • 8. Production Planner
  • 9. Factory setup
  • 9.1 Time clock

Invoicing

  • 1. Invoicing home
  • 2. Sales invoices
  • 3. Purchase invoices
  • 4. Sage Business Cloud Accounting
  • 5. Bookkeeping connection for Xero

Admin

  • 1. System settings
  • 2. Licensing
  • 3. Report log
  • 4. Start up wizard
  • 5. User Information

Integrations

  • 1. Private apps
  • 2. Web hooks

Multi Company

  • 1. Multi Company – Concepts
  • 2. Setting up Multi Company in Manu Online
  • 3. Multi Company – Orders and Invoices
  • 4. Multi Company – Internal Orders
  • 5. Multi company – defaults for tax codes and accounts
  • 6. Multi Company – Dispatching a drop ship order across companies

How to... Articles

  • 1. How to – Manufacturing in Manu Online
  • 2. Working with barcodes
  • 3. Barcodes in production
  • 4. Direct printing
  • 5. How to – Allow customers to track their orders
  • 6. How to change a product’s manufacture template

Troubleshooting

  • 1. Sales Invoice Activation
  • Home
  • Docs
  • Sales
  • 6. Agreements

6. Agreements

Table of Contents
  • Agreements
    • Creating an agreement
    • Agreement status
    • Products
    • Prices
    • Periodic invoices
    • Standard text
    • Custom fields
    • History
    • Activities

Agreements #

The agreements module permits recording of all kinds of different agreements between your company and your partners.

 

Apart from creating a central record of all agreements, the agreements module particularly supports features for post delivery maintenance activities via the service work order module and periodic invoicing.

 

  • When a sales order is linked to an agreement, and that sales order contains products which have serial number tracking, then when the product is shipped, the serial number will be linked to the agreement and visible under the products tab. So this connection is between Product Tracking and agreements. See more in the Product Tracking menu.

  • Agreements can contain price information for service work orders. When a service work order is marked against an agreement and has some items to be invoiced, the prices of these items will be read from the agreement form in priority over sales prices lists.

  • Periodic invoices can be created against an agreement. Periodic invoices are not related to any orders or shipments, but are sales invoices that are created according to a time period.

  • Agreements have version control (Activate and New version) and can be reported.

 

 

Creating an agreement #

On the agreement selector press the New button or on an existing agreement, press the New button.

 

Agreement status #

An agreement can have the following status:

 

Under construction

New agreement before it is activated, or after a new version has been made.

Active

Active agreement. To activate an agreement, the customer, valid from, valid to date, agreement type and price list must be specified. When activating an agreement there will be a warning if there are no products listed in the product tabs, but this data is optional.

Cancelled

An agreement has been cancelled by pressing the Cancel button

Expired

The agreement has passed its valid to date and the user has pressed the Expire button.

 

An agreement can be deleted only if it is Under construction and it has not been previously Active. Instead of deleting an agreement, cancel it if it has been Active.

 

Products #

This is the list of products associated with this agreement. The products are particularly serial number products as listed in the Product Tracking module.

 

Products will be listed here if they have been sold on a sales order that is linked to this agreement and the product has serial numbering enabled. The product tracking record can be created during the production work order or during the shipment process depending on when the serial number is allocated to the product.

 

Prices #

An item’s price can be defined on this tab. When a service work order completed and there are items to be invoiced, prices are applied in following order:

 

1. Price specified on the agreement price tab.

2. Price list specified on the service work order

3. The price list set as default set in company settings.

 

Periodic invoices #

Periodic invoicing is used to control invoicing which is on a periodic, rather than sales order basis.

 

It can be used for such things as monthly rental or support agreements. Periodic invoice are created from the main Invoicing section. They have the item information specified together with details of the recurring period. When a period becomes valid then the line will appear in the invoice queue in exactly the same way as a sales order dispatch. It will then be added to an ‘Under Construction’ invoice in the normal way.

 

On the Invoice lines tab either select an existing periodic invoice or press the New button to create a new periodic invoice line. The details are edited on the line details sub tab.

 

 

Fields are as follows:

 

Invoice Company

select the relevant company using the action button […]

Item

Optionally specify an item

Quantity

 

Price

 

Currency

 

Discount(%)

 

Sales account

Sales account for this line. The default tax code from this account will be used on the invoice line

VAT Payable account

Default VAT account if applicable

Cost Centre

 

Start Date

Start of recurring periods

Finish date

Finish of recurrence. Leave blank if this item recurs until further notice

Invoice Frequency

Day, Month, Quarter, 6months or Year. Specifies how often an invoice will be generated

Multiple

How many of the invoice frequency to include. For instance if the customer should be invoiced weekly, specify day in the frequency field and 7 in the multiple field.

Status

Active or Inactive

Invoice Date

Shows the date this line was last invoiced

Description in invoice.

This description will appear in the description on the invoice line. In addition text will be added to indicate the relevant dates of the period

Internal comment

For internal use.

 

The ‘Invoiced’ tab show in which invoices this recurring line has already been included.

 

Standard text #

There are two standard text fields for an agreement. Note that the standard text feature works slightly different on agreement compared to other parts of the system. An agreement, standard text is imported to the agreement as opposed to just being linked. This means that the text can be edited specifically to the needs of this agreement after it has been imported.

 

Custom fields #

It is possible to have custom fields for an agreement. These fields must be created by the service provider. Normally custom fields will also be implemented on custom reports.

 

History #

The history tab contains 3 sub tabs:

 

Invoicing

Sales invoices linked to this agreement.

Sales order lines

List of sales order lines on sales orders that are linked to this agreement

Work orders

Lists service work orders that have been linked to this agreement

 

Activities #

PRM activities can be linked to an agreement. See the section on PRM for further details on activities.

 

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
Updated on June 7, 2022
5. Sales forecasts7. Product tracking
Table of Contents
  • Agreements
    • Creating an agreement
    • Agreement status
    • Products
    • Prices
    • Periodic invoices
    • Standard text
    • Custom fields
    • History
    • Activities
Our MRP System
  • Our Product
  • Tech Specs
  • Prices
About Us
  • About
  • Partners
  • Privacy
Contact us
  • Contact Us
Call us

UK +44 800 0337642

FIN +358 9-5655 180

support@manuonline.com

Alternative login 1
Alternative login 2

© All Rights Reserved 2010-2022 – Manu Online.

Page load link
  • English
  • Finnish