When you add a serial-numbered item (e.g. a machine, bike or scooter with a frame/serial number) to a sales order, an invoice or at the point of sale, and the item is not in stock at the department you are in, Sapera shows the "Serial-numbered item is not in stock" dialog.
The dialog shows information about the item – serial number, when it was sold (if applicable), the current owner and the latest sales price – and asks you to choose how the line should be handled. Which buttons you get depends on the setup and on whether the customer is a private person or a company with a CVR (business registration) number.
The dialog only appears when the item is not available at your department. If it is in stock with you, it is simply added without asking. For items without stock management the dialog does not appear either – an item that was previously sold is automatically treated as a return, otherwise as a normal sale.
Sells the item anyway – as a completely normal sale from your department.
Shown when: selling from the current department is allowed. This is the case by default and can only be blocked with a setting that forbids selling a serial-numbered item that is not in stock (off by default).
Sells the item from the department where it is actually in stock. The line is moved to that department, and you pick the stock location there.
Shown when: the item is in stock at another department and cross-department selling is allowed (the same setting as above – allowed by default). The button shows the name of the department the item can be sold from.
Treats the line as a return: Sapera asks for the reference of the original sale, sets the quantity to −1 and uses the cost price from the latest sale. The result is a credit to the customer.
Shown when: the setting for returning serial-numbered items is enabled (on by default).
Records that you buy the item back from the customer under the used-goods VAT margin scheme – where VAT is only calculated on your margin when the item is resold. The item's cost price is set as the line amount.
Shown when all of these are met:
Buy-back is enabled in the setup. This is controlled by two settings – one for sales orders and one for invoices – each determining whether buying items back is possible in that place (both enabled by default).
Used-VAT buy-back is enabled (on by default).
The customer is a private person – or, if the customer is a company with a CVR number, a separate setting that allows used-VAT buy-back from companies with a CVR number is enabled (off by default).
Records the buy-back with standard VAT instead of used-goods VAT.
Shown when: buy-back is enabled in the setup and used VAT is not relevant – i.e. either used-VAT buy-back is off, or the customer is a company.
Cancels. The line is not added.
Choice | Requirement |
Usual sale | Selling from the current department allowed (default) |
Sale from other department | Item in stock at another department + cross-department selling allowed |
Return / credit note | "Return of serial-numbered items" enabled (on by default) |
Purchase back (used VAT) | Buy-back enabled + used VAT enabled + private customer (or the CVR exception enabled) |
Purchase back (std. VAT) | Buy-back enabled + used VAT not relevant (e.g. business customer) |
If an item is set to used VAT but the VAT rate cannot be determined, Sapera asks whether the item should be sold with standard VAT instead.
