Add goods and services to an order template (standard item)

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

1. Click Add items.
2. Select Standard Item.

3. Enter the item details:

   Code Name	Select the item using the Code or Name drop-down list. The description and the terms of how the item is sold are displayed.
   Warehouse	If you are using multiple locations, select the warehouse from which the item is to be sold. This defaults to the warehouse specified on the Details tab. This does not apply to sales order items.
   Fulfilment	This defaults to the Stock Order Fulfilment method set for the stock item in the Stock Control module. You can change this here if you have the Override Fulfilment Method option set in the User Permissions. The Fulfilment methods available are: From Stock. From Supplier Via Stock. Direct To Customer.
   Amend item description	To change the displayed item description select Amend item description and enter the revised information in the displayed box.
   Set as Preferred item	To add this item as a preferred item for this customer, click Set as Preferred item. You can think of preferred items as 'favourites' for the customer. To see a customer's preferred items when you enter a order, click Suggested Items. You can also set up preferred items for customers by using Stock Control > Stock Records > Customer Preferred Items.

If you are using Manufacturing, you can set options for MPS and works orders.

Manufacturing options

1. By default, the Include in MPS check box is selected. This ensures the item is included when Read Demand is run in Master Production Scheduling (MPS). Clear the check box if you do not want the item to be included.
2. You can set up sales orders to link automatically with works orders. You set up the default option in Order Entry settings. If you choose either of the operator choice options for Flag Sales Order Line as Linked, the Linked check box is shown here.
• Select Linked if you want the sales order line to be flagged as linked.
• Clear the check box if you do not want to flag the sales order as linked.

Note: Only stocked and built items can be linked. You cannot flag an item as linked when there is an allocation. If stock is allocated you must remove the allocation before you can link it.

3. You can set up sales orders so that works orders are automatically created when the sales order is saved. You set up the default option in Order Entry settings. If you choose either of the operator choice options for Create Works Order when Sales Order is saved, the Create Works Order check box is shown here.
• Select Create Works Order if you want a works order to be created when you save the sales order.
• Clear the check box if you do not want a works order to be created when you save the sales order.

Note: You can only select this check box if the Linked check box is selected. Works orders are not created if the customer or sales order is on hold.

4. Enter the Item Values:

Selling unit Selling price unit	You can change these if you are adding a stock item sold in trade units. Note: If you are adding a sales order item, enter the selling price unit.
Quantity	Enter the quantity for the order. If you are using Manufacturing If you change the quantity on the sales order that is linked with a works order, you must amend the works order manually. Note: The quantity will be modified if it is not an allowed amount (according to the unit's precision setting).
Unit price	If required, change the unit price. You must have selected Override prices and discounts in the User permissions.
Fix price	Select this if you want to use the prices and discounts entered on the template, when the template is converted to a sales order. Clear this option to use the prices and discounts from the Price Book, when the template is converted to a sales order.
Unit discount % Unit discount	Enter or amend the discounts for the item. You can specify a line discount in the customer account or in the price book. You can change the discounts if you have Override Prices and discounts set in the User Permissions. Note: You cannot change this if the price is marked up.

5. Check the Item totals:

   VAT rate

   The appropriate VAT rate for the combination of customer and item is displayed. More about VAT rates If you have chosen Use VAT code as SOP default in the customer's account, the VAT code displayed is the one set on that customer's account. If required, you can change the VAT rate used for the order line. If you select a stock item that uses domestic Reverse Charge VAT rules, the reverse charge VAT rules will be applied to the invoice when it is printed.

6. 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.

7. If applicable, enter the 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.

8. Enter the Delivery dates:

   Accept or amend requested and confirmed delivery dates.

   If you are using Manufacturing

   If you change the Promised date on a sales order that is linked with a works order, you must amend the works order manually.

9. If applicable, view or change the following:

   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.

If you are using Manufacturing

View Stock Projection	You can view stock projection details for the item; however, this option is not available while MRP is running.
Show Works Order	You can view the works order that is associated with the sales order; however, this option is not available while MRP is running.

10. Click Save to confirm. Click Proceed for batch/serial numbered items.