Setup: Sales Orders

This screen can be accessed by selecting Setup > Accounting Options > Sales Orders. It can also be accessed by right-clicking the Sales menu icon.

Price Quotes

Auto Assign Quote Number During Quote Entry (check box)

When price quotes are entered, the system can automatically assign a quote number to each new quote entered. Indicate whether the system should perform this function.

Next Available Quote Number

If the system is set to automatically assign quote numbers, specify the next quote number to be assigned.

Decimal Digits in Unit Price

Enter the number of digits past the decimal for the Unit Price on Price Quote line items. This will be used on the entry window and on reports.

Price Quote Format

Select Standard format or FormMaker format.

Logo Setup (button)

See Logo Setup

FormMaker Price Quote Filename

Enter the FormMaker report name or press the lookup button and select the report.

Sales Orders

Auto Assign Sales Order Number During Sales Order Entry (check box)

When sales orders are entered, the system can automatically assign a sales order number to each new sales order entered. Indicate whether the system should perform this function.

Next Available Sales Order Number

If the system is set to automatically assign sales order numbers, specify the next sales order number to be assigned.

Decimal Digits in Unit Price

Enter the number of digits past the decimal for the Unit Price on Sales Order line items. This will be used on the entry window and on reports.

Title for Printed Sales Orders

Enter the title to be printed on all Sales Orders.

Sales Orders are Taxable (check box)

Check this box if Sales Orders will be taxable.

Log Setup (button)

See Logo Setup

Form

Sales Orders, Pick Tickets, and/or Packing Slips can be printed in the Standard format or using a custom defined FormMaker report. Use this area to specify how each report will be printed.

Print Using

Select Standard format or FormMaker format for each of the reports.

FormMaker Sales Order Filename

Enter the FormMaker report name or press the lookup button and select the report(s).