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

1. Click New.

   The Create New Repeat Template window appears.

2. Enter Template Details and select the Order Details tab.

3. 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.

4. If required, enter the Customer order no.

5. To add goods, services and costs to the order, click Add Items.

   • Standard items.
   • Free text items.
   • Additional charges.
   • Comments.

6. If you are dealing with a foreign currency customer, enter the exchange rate.

7. To continue entering the template details, select the Delivery & Invoicing tab.

8. To save the template, click Save.