Enter the order template details
Use the Order Details tab to enter add goods, services and costs to the repeat template.
To enter order details
Open: Sales Order Processing > Sales Orders > Repeat Order Templates
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Click New.
The Create New Repeat Template window appears.
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Enter Template Details and select the Order Details tab.
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If required, select a default warehouse for the template, from the By default supply from drop-down list.
Any goods added to the order will be allocated from this warehouse where possible, when the template is converted to a sales order. You can change this for individual item lines.
Leave this blank if you want to specify the required warehouse when the template is converted to a sales order.
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If required, enter the Customer order no.
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To add goods, services and costs to the order, click Add Items.
- Standard items.
- Free text items.
- Additional charges.
- Comments.
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If you are dealing with a foreign currency customer, enter the exchange rate.
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To continue entering the template details, select the Delivery & Invoicing tab.
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To save the template, click Save.
Steps in this task
Add goods and services to an order template (standard item)
Add goods and services to the order template (free text)
Add an additional charge to an order template
Add a comment to an order template
Enter the delivery and invoicing details for a sales order template