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SOP – Create Templates

To use whenever you have a customer who orders the same products on a regular basis.

The following list of possible preparation steps will help you decide if you need to do anything before processing and if you need help.

If using Matrix (Customer specific) Pricing: For first time use only: Activate Matrix Pricing, select the Product Cost to be used for margin calculations and the Discounts to be used – see Stock Control Parameters – General Page.

Ensure that Price Matrices have been created/amended as required – see Create & Edit Customer Specific Pricing (Price Matrices).

Set minimum target margins for products and circulate to sales staff.

On the main menu click Orders > Customers > Create Templates to open form.
Select printer – see Printing Reports.
Click OK to confirm selection and open form.
Complete form details – see Sales Order Entry form – below
Click OK to update records and print order.

Any source documents retained to be cross-referenced to order and dated.

SOP - Create Templates
  • Required: Defaults to parameter setting – see Sales Order Processing Parameters – General Page. Overwrite if customer delivery date is different to that shown. The order will be reported as being due for delivery on the date shown.
  • References: 2 fields – Type in a maximum of 16 characters in each field.
  • Analysis: Maximum 2 characters account specific – customers can be grouped together for reporting. Defaults to code shown on ledger account – see Sales Reporting.

Change Account:

SOP - Create Templates

Select and click OK to update.

SOP - Create Templates
  • Select or search for Product – Description displays – overwrite if required.
  • Add Quantity, amend Price if necessary, amend VAT Code if necessary.
  • Enter or select other detail, then click Add to place on grid.
  • Line notes: Press…. to display the line notes form. Enter notes that are specific to this line item in this transaction. Button turns red when a line item contains notes. Can be edited the same way as other grid items. Can be printed on stationery – see Include line notes in stationery design.
  • Analysis: Select required Nominal Code.
  • Note Stock availability.

Prices: When price field is selected click to open Special Prices form.

SOP - Create Templates
  • Check price required and click OK to accept.
  • Update: Select line on grid to amend click on Update to take to top – amend details and click on Update again to take back to grid.
  • Insert: After filling in details highlight line below where you want to insert and click on Insert.
  • Delete: Highlight line to delete and click Delete.
SOP - Create Templates
  • Overall Discount: Discount applying to Total Invoice value.
  • PP Discount: Prompt payment discount available for settlement within number of days from invoice date.
  • Notes & Narrative: Text which can be displayed on invoices/credit notes as required by including these fields on your stationery design – see Stationery design.
  • OK: Generate and print sales order.
  • If Use document reprints field is checked on parameters click Yes to reprint.

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