Sales Order Prefs


Sales Order Preferences are found in Customer Prefs and include:

• Next Order # - set the next number to be assigned to new Sales Orders

• Credit Verification - Allow, Warn User, or Prevent Save of Sales Orders for Customers on Credit Hold or over their Credit Limit

• Sell Into Negative Quantity - Allow, Warn User, or Prevent Save of Sales Orders that could overdraw inventory

• Default Entry Tab - set the Order or Expanded Order tab as the default to be displayed when a Sales Order is opened

• Print In Notes Field - automatically include Customer Code, Customer Listing, Total Quantity, or Boilerplate text, including Replacement Tags to Insert any Field from the Customer Card, in the Notes box when printing built-in Sales Order forms.

• Print Continuation Message for Multi-Page Sales Orders - display a message such as "Continued on the following page" instead of showing totals at the bottom of each page when printing built-in Sales Order forms.

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To change Sales Order Prefs:

1. Go to Customer Prefs
2. Click the button for Sales Order Prefs
3. Make changes
4. Click OK to Save Sales Order Prefs
5. Click OK to Save Customer Prefs



Related:

Invoice Prefs