Working with DXSteel — Sales

🌐 NL · Last reviewed: 27 May 2026

Sales in DXSteel

The DXSteel sales extensions are all about lot- and quality-aware selling of steel: you sell from physically available lots, with the right quality, certificate, and weight/length conversion. Profile: dxsteel Sales or dxsteel Sales and Purchase.

The typical sales workflow

1. Create a quote — open Sales Quotes, add a customer and lines. DXSteel shows available lots, quality, cost history, and margin per line through the factboxes Sales Line Quantity and Customer Sales Info.

2. Select or filter lots — use Filter Lot Nos. by Attribute to choose lots based on free attributes (colour, finish, certificate number).

3. Check price and margin — DXSteel shows the minimum margin per line (Minimum Margins) and historical prices via Sales Price Inquiry.

4. Convert to order — standard BC action. DXSteel carries lot reservations forward.

5. Release — release the order when everything is agreed. The warehouse flow can now start.

6. Ship and invoice — post the shipment (and optionally the invoice) via Post. DXSteel makes sure the lot's weight and length flow exactly into the invoice and shipment lines.

7. Forward certificates — DXSteel links the mill certificates to the shipment. Use Sales Certificates to review or send them to the customer. See Working with DXSteel — Certificates.

Key screens

• Sales Orders (extended with DXSteel fields: cost history, margins, certificate links)

• Sales Order Lines — overview of all open lines

• Sales Order Processing Card — processing coordination when an order has Cut/Saw/Decoil instructions

• Sales Price Inquiry — historical prices and margins

• Sales Price Worksheet — batch price proposals

• Customer Credit Limits — fine-grained credit limits per customer/group

• Filter Lot Nos. by Attribute — pick lots by free attributes

Things to watch out for

[Screenshot: Sales Orders page with DXSteel factbox]