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Overview

Excerpt

There are several options in the system for Order entry or invoicing.

Enabling and disabling Order Entry options needed when creating an order can be done as follow.

Instructions

To set up the Order Entry Options:

  • Go to Setup > Settings
  • Under Order Entry, select
    Ui steps
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    Ui step

    Go to Setup > Settings

    Ui step

     Under Order Entry, select Order Entry Options.

    The
    Ui step

     The Order Entry Options window will pop up. Here, the options required can be enabled as needed, once done click on Save.

    Ui step
    The

     The newly enabled options will apply next time an order is created, meaning that previous orders won't be affected.

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    note

     

     

    Info
    titleInformation

    For Multi-location companies, the system will manage some Order Entry Options based on Location. To view more information go to Order Entry Settings- Multi Location.

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