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.
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.
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).