You use this program to define templates for orders processed using the Quick Sales Order Entry program. These templates are designed to save processing time when entering lines on a quote.
| Field | Description |
|---|---|
| Template | Enter the code of the General template you want to add
or change. You would typically define general templates for items that you are currently selling at a special price and for which you will therefore have a large demand (i.e. number of orders). Alternatively, you can define a general template for items that are ordered on a regular basis, either individually or together with other items (e.g. if item B is generally ordered together with item A, you can define both items on a general template). |
| Customer | Enter the code of the customer for whom you want to add
or change a template. You would typically use customer templates to save time when processing quotes for customers who tend to purchase the same item(s) from you on a regular basis. A single template per customer can be defined. |
| View Customer Templates | View details of currently defined sales order templates using the Browse on SO Templates program. |
| Field | Description |
|---|---|
| Template | Indicates the code for the template you are currently maintaining. |
| Template Description | Enter a description for the template. |
| Inactive | Indicates that you don't want the template to be
available to use in the Quick Sales Order Entry program (i.e. effectively
putting the template on hold). You typically select this for templates which are not currently valid or for templates you are currently still defining. |
| Field | Description |
|---|---|
| Stock code | Enter the code of the stock item you want to add to the template. |
| Stock Code Description | This indicates the description defined against the stock code (Stock Codes). |
| Quantity | Enter the default order quantity of the item for the template (a quantity of zero can be defined). This can be changed when using the Quick Sales Order Entry program. |
| Order uom | This is the order unit of measure defined against the
stock item. It is used for display purposes and is not saved
against the template. Once you've saved and reloaded a template for maintenance, each line is re-checked and the list view populated with the appropriate unit of measure. This is determined by the Default uom for order quantity setup option (Sales Orders Setup). For example: if the default unit of measure for order quantity is set to the alternate UOM, then the SO template will reload all the lines using the alternate UOM's defined against the stocked items. |