Add goods and services to the order template (free text)
Open: Sales Order Processing > Sales Orders > Repeat Order Template | Order Details.
- Click Add items.
- Select Free text item.
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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. 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. -
If required, enter Document Comments.
Picking List
Click this to enter comments to print on the picking list.
Despatch Note
Click this to enter comments to print on your despatch note.
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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.
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To view or change discounts, analysis codes or profits, click Discounts, Analysis Codes or Profits.
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Click Save to add the item to the order.
Other tasks
Add goods and services to an order template (standard item)
Add an additional charge to an order template
Add a comment to an order template
Reference
Invoice and order user permissions
Processing options (SOP settings / Invoice and order settings)
Invoice and order entry (SOP settings / Invoice and order settings)