Access Sales Orders – Sales orders gets added to the users menu

Add/Modify/Delete/Export – Sales orders

Edit Tax Flags – Can edit the taxes charged by overriding the defaults on the sales order.

Modify Prices – Can edit the default sell price.

Allow Returns – Can return items by entering a negative quantity.

Create Quotes

Create Standing Orders

Edit Description – Can edit the default inventory description for a sales order line.

Order Invoice Date mode – Set the users date mode by choosing from:

  • Always Current Date
  • Current Date Unless Invoice Date is Filled
  • Ask for the Date Unless Invoice Date is Filled

Line Discount – User can add/edit the line discount percentage.

Create Deposit / Layaway – Can add a deposit to a sales order.

View sales order/History notes – See the notes/communications on a sales order and the invoice.

Edit Sales order/History notes – Edit the notes/communications on a sales order and the invoice.

Export Sales order/History notes – Export the notes/communications on a sales order and the invoice.

Edit Salesperson – If set, the user can change the salesperson code on an order that was previously saved, and edit the default sales person code that came from the customer.

Edit Territory – If set, the user can change the territory code on an order that was previously saved, and edit the default territory code that came from the customer.

Only Modify Shipping Fields – If set the user can only edit the following on a sales order:

  • Ship Via
  • FOB
  • Carrier
  • Ship Date
  • Tracking number
  • Ship to
  • Ship quantity

Show Back Order Warning – If checked, the user will be warned that the item was back ordered. If not checked the item is silently back ordered.

Process Orders – User can process orders therefore print the picking slip.

Ship Orders – User can ship an order and print the packing slip.

Override orders over credit limit – If the customer is over their credit limit, the user will be able to override the order and/or edit the customer’s credit limit.

Lock processed orders – If checked, the user cannot edit a processed or shipped order.

Hold Invoicing Mode

  • Allow Invoicing – User can always invoice
  • Hold Invoicing – User can never invoice
  • Hold over limit – User can only invoice if the customer is under their credit limit

Reopen Closed/Processed/Shipped Orders – User can right click on an order and put it back to open status.

Edit Closed Orders/Invoices – User can edit an order even if it is processed, shipped or in the case of batch invoicing, closed.

Batch Orders – Adds the ability to create batches.

Post Batches – Adds the ability to post batches.

Change Division on an Order – User can switch divisions on a sales order before invoicing.

Modify Bill to address on a sales order – User can edit the bill to address on a sales order before invoicing.

Modify GL Transaction – “Autopost Off” – Allows the user to edit the journal entry before posting.

Edit sales order item cost – User can edit line by line costs on a sales order. CAUTION – Allowing this setting overrides the cost from inventory therefore putting the GL out of balance with the inventory.

Default payment to ‘On Account’ – User will not be prompted for the payment method. If the customer does not have available credit or is over terms then it will prompt for the payment method unless these 2 settings in Company Settings/Sales Orders/Process-Invoicing are both disabled.

  1. Require Credit Authorization
  2. Disable Credit for Customers Over Terms

Default order type – The users default order type can be:

  • Sales
  • Quote
  • Standing
  • Booking
  • RMA
  • Work

Non-Inventory items – User can be set to:

  • Not allowed
  • Prompt
  • Okay

Archive Quotes – If set the user can click the archive button and send the ‘lost’ quote to sales history with no shipped items.

Edit Profit Centre – Use is able to change the profit centre on a sales order.

Order Detail Sorting – User is able to sort the detail lines of a sales order by any of the columns. Especially useful if the packing slip is printed sorted by something like ‘location’ A column is added to the beginning to allow the user to resort back to ‘natural’ order.

Allow Fill Back Orders – The ‘Fill Backorder’ button inside the order and on the order list will become available to the user.

Allow Update Prices – Can store the edited prices to the customer ‘Price Matrix’ from inside the sales order or from the sales order list.

Select warehouse when editing item inventory – Adds the warehouse selector to the sales order detail line.

Allow Increment Phase – User will be able to click the ‘Next Phase’ button inside a sales order or on the sales order list.

Allow Change Phase – User can edit the phase that the order is currently in.

Modify Hold – Can change the hold status of a sales order.

Add/Edit/Delete Ship Via – Can add/edit ship via’s that can be then used on sales and purchase orders

Default Phase – When a user creates a sales order this phase is added automatically.

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