Add goods and services to the order template (free text)

Open: Sales Order Processing > Sales Orders > Repeat Order Template | Order Details.

1. Click Add items.
2. Select Free text item.
3. Enter the line details.

   Item line description	Enter descriptive text for the line.
   Quantity	Enter the quantity for the line.
   Selling price unit	Specify the selling price unit.
   Unit price	Enter the unit price for the line.
   Unit cost	Enter the unit cost (in the currency of the order). This is used to calculate the profit level for the item.
   Unit discount % Unit discount £	Enter or amend the discount percentage or discount amount. You can specify a line discount in the customer account Documents tab. Note: To change the discount, you must have selected Override prices and discounts in the user permissions.
   VAT rate	Accept or amend the displayed VAT rate.
   Confirmation required prior to invoicing	Choose when orders containing free text lines are printed. The default confirmation method is set in the SOP settings Processing tab. Select the confirmation method from the drop-down list. Note: To change the confirmation method, you must have selected Override Confirmation method in the User permissions.
   Delivery dates	Accept or amend the delivery dates.

4. If required, enter Document Comments.

   • Picking List: Use this to enter comments to print on the picking list.

   • Despatch Note: Use this to enter comments to print on your despatch note.

5. If applicable, enter Nominal Analysis information.

   Nominal analysis

   This shows the default nominal account for Revenue. This is used to post the value of the stock. The nominal account is taken from the stock item record. If you have selected to Allow the amendment of - Nominal codes in the Invoice and Order Entry tab of SOP Settings, then check the nominal account displayed. Amend the code, if required.

6. To view or change discounts, analysis codes or profits, click Discounts, Analysis Codes or Profits.

   Discounts	Click Discounts to view the discount for an item. You must have View Discounts set in the User Permissions.
   Analysis Codes	Click Analysis Codes to view or change the analysis codes. Note: To change an analysis code, you must have selected Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP Settings. Select the required Values from the drop-down lists. To add a new value to this analysis code, click New value. Note: To add new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.
   Profit	Click Profits to view the profit analysis for an item, if you have View Profit set in the User Permissions. Note: The type of profit calculation (percentage, based on revenue or cost) is set in the Stock Control settings Options tab.

7. Click Save to add the item to the order.