Reasons for export for sales orders

Find this screen

Open: Sales Order Processing > SOP Maintenance > Maintain Reasons for Export

How to

Add a reason for export

Add the reasons for export that you want to be made available when you despatch a sales order. You can choose one of these reasons for export when you add tracking information to the despatch.

1. Select Add.

2. Enter the reason for export Name.

3. Select OK.

Edit a reason for export

To rename a reason for export, select the reason for export and change its name.

The new name for the reason for export will be used when you next add tracking information for a despatch. However, you will still see the old reason for export name if you view or amend existing tracking information for a despatch.

Delete a reason for export

You can remove a reason for export to stop it being used.

The reason for export will not be available when you next add tracking information for a despatch. However, you will still see the old reason for export if you view or amend existing tracking information for a despatch.

• To remove a reason for export, select the reason for export and then select Delete.

Set a default reason for export

If you mainly only use one reason for export, then you can set it as the default. When you next add tracking information for a despatch, the default reason for export will be automatically selected, but you will still be able to select a different reason for export.

Setting a default reason for export, or clearing the default, will not affect any existing tracking information for a despatch.

To set a default reason for export:

1. Select the reason for export and then select Set as Default.

2. Select OK.

Note: To stop using a default reason for export, select Clear Default.

Record reasons for export for a despatch

To record tracking information when you despatch order items, or amend the tracking information, you must first enable Record tracking on despatch in SOP Settings - Processing. See Record tracking information for despatches (sales orders only).

• When you despatch an order, you will be prompted to add tracking and shipping information. For example, you can enter the courier, consignment number, Incoterm, reason for export, weight, number of pieces, and any notes for the shipment.

  You can skip this step if there is no tracking information to add, or you are not ready to enter it during despatch.

  To despatch an order item and record tracking information, see Despatch stock (non traceable item) and Despatch stock (traceable item).

• If you want to add or amend tracking and shipping information after you have despatched the order item, use Amend Tracking Information.

  To amend tracking information, see Tracking and shipping information for a despatch.

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Useful info

About reasons for export

If you produce a commercial invoice when you export goods, you will need to enter a reason for export on the invoice. For example, the reason for export might be a sale, a gift, or an item for repair.

You can record this reason for export when you despatch sales orders in Sage 200. Then you can refer back to this information when you produce your commercial invoice.

Note: To record reasons for export with a despatch, you must first enable Record tracking on despatch in SOP Settings - Processing.

Some default reasons for export are already included for Gift, Return, Sale, and Sample, but you can add your own reasons for export.

Tip: For help with producing commercial invoices, see article Sage 200 - Commercial invoices (opens in a new tab).