Add a new sales order template
You enter the template details on these tabs:
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Template details.
Use this to enter the customer details and the template frequency.
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Order details.
Use this to add goods, services and costs to the template.
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Delivery and invoicing details.
Use this to enter delivery addresses and order discounts.
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Analysis Codes.
Use this to enter analysis codes for the whole order.
Note - informationAnalysis codes are displayed on the Analysis Codes tab for Sage 200 Professional versions from 2023 R1 onwards, but are displayed on the
To enter template details
Open: Sales Order Processing > Sales Orders > Repeat Order Templates.
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Click New.
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On the Template Details tab, enter a Description for the template.
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Select the customer account in Account Selection.
Note: If
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Enter the Repeat frequency of the order:
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Frequency: Enter the frequency of the template.
Select whether the frequency is in Days, Weeks, Months or Years from the drop-down list.
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Start date: Enter the start date for the template.
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Repeat on day: Enter the date of the month the order should repeat.
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Enter the Template expiry details.
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Repeat indefinitely: Select this if you do not want to template to expire.
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Expire on date: Select this if you want the template to expire on a certain date.
Enter the expiry date for the template.
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Expire on maximum number of uses: Select this if you want the template to expire after it has been used a specified number of times.
Enter the number of times you want to use the template.
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To continue entering the template details, select the Order Details tab.
- To save the template, click Save.