Sales Order Options

 

Window Details

Navigation

Overview

Fields

 

How Do I...

 

 

Set Up Sales Order for a New Company

Enter a Sales Kit

Process Customer Deposits

Enter Options for Standard Bills and Sales Kits

Integrate the Job Cost Module with Sales Order

Track a Customer's Last Purchase

Set Up Shipping

Set Up Posting by Division in Sales Order

Print a Report, Listing, or Form

Set Up the Quick Print Feature

 

Related Topics

 

 

Create Sales Order/Quote History

Integrating Other Modules with Sales Order

Daily Sales Reports/Updates

Posting to Future Accounting Periods

General Ledger Accounts

Retaining Sales Order/Quote History

Account Maintenance

Setting Up Segment Substitution for Inventory Management by Warehouse

Price Level by Customer Maintenance

Lot/Serial Number Distribution

Sales Order Entry

 

 

 

Navigation

Select Sales Order Setup menu > Sales Order Options.

The General Ledger and Accounts Receivable modules must be set up before the Sales Order module can be set up.

For new companies, you can only access Sales Order Options after completing the Sales Order Setup Wizard.

Only one user at a time can access Sales Order Options. The second user accessing Sales Order Options will open an inquiry window where fields can only be viewed.

Overview

Sales Order Options presents a series of options allowing you to maintain features most appropriate for your business. Some of these options are defined during new company setup using the Sales Order Setup Wizard, but can be maintained in this window. The options defined in the Sales Order module can have a significant effect on the integration of other modules.

Fields

 

1. Main

 

Enable Shipping

Special Item Purchases

Post Sales to General Ledger by Division

Current Fiscal Year / Current Calendar Year

Post Customer Deposits by Division

Current Period

Post Deposits in Detail

(Integrate with) General Ledger

Customer Deposits

(Integrate with) Inventory Management

Special Item Sales

(Integrate with) Job Cost

Special Item COGS

 

 

 

2. Entry

 

Description

Split Commissions Between Salespersons

Enable

Customer Split Commission to Override Ship-To Salesperson

Next Batch

Default Warehouse for Order/Invoice Header

Next Automatic Sales Order Number

Use Shipping Code to Calculate Freight

Next Automatic Invoice/Shipping Number

Use Default Order Date When Promoting to Order

Files to Check for Duplicate Customer PO Numbers

Default Days Until Quote Expires

 

 

3. Line Entry

 

Use Alternate Warehouse for Out-of-Stock Items

Unit of Measure for Total

Use Item Default Warehouse

Apply Item Pricing Automatically

Check for Available Quantity

Allow Discount Rate by Detail Line

Display Unit Cost

Default Special Items to Drop Ship

Display Profit Margin Percent

Warranty Calculation Based On

Profit Margin Percent to Display Warning

Recalc Expiration if Ship/Invoice Date Changed

Enable Purchase Control of Items

Enable Default Price Level by Customer

Select Items Based On

Base New Price Level Records On

Control Purchase Based On

Enable Lot/Serial Distribution

Enable Based On

Require Lines to be Fully Distributed

 

 

4. Forms

 

Print Sales Orders

Print Shipping Labels

Print Bar Code Sales Orders

Default Number of Shipping Labels per Order

Print Picking Sheets By

Print COD Labels

Include Kit Items on Picking Sheets

Display Message for In Use Orders that are Open

Print Bar Code Picking Sheets

 

 

 

5. Printing

 

Print Sales Journal by Division

Print Gross Profit Journal

Print Gross Profit Journal by Salesperson

Print Tax Detail on Sales Journal

Print Tax Journal in Detail

Print Daily Back Order Report

Include Backordered Lines on Back Order Reports

Print Daily Drop Ship Report

Print Daily Deposit Recap Report

Print Daily Sales Recap Reports

Print Recap by Item

Print Warehouse Detail for Recap by Item

Print Recap by Warehouse by Item

Print Recap by Product Line

Print Recap by Warehouse by Product Line

Print Recap by Warehouse

Print Recap by Customer

Print Recap by Division

Automatically Print All Additional Reports That Apply

 

 

6. Quick Print

 

Redisplay Source Document After Quick Printing

Shipping Labels After Quick Printing Picking Sheet

Picking Sheet After Quick Printing Sales Order

COD Labels After Quick Printing S/O Invoice

Picking Sheet Only for Default Warehouse

Quick Print Without Displaying Printing Window

 

 

7. History

 

Retain Sales Orders/Quote History

Retain Customers' Last Purchase History

Retain Deleted Orders/Quotes

Retain Backordered Lines in Invoice History

Retain Deleted Lines for Orders/Quotes

Retain Ship-To Detail in Customer Sales History

Years to Retain Sales History

Purge Sales Order Recap at Period End

Retain Lot/Serial Item Sales History

 

 

 

8. Job Cost

 

Note This tab is available only if the (Integrate with) Job Cost check box is selected. This tab is not available for Sage 100 Premium.

Post Invoice Costs to Job Cost

Require Job Number

Post Invoice Costs to Job Estimates

Allow Jobs to be Created Automatically

Post Drop Ship Costs to Job Cost

Validate Customer for Job

Relieve Work in Process

Require Cost Code

Set Job Status to Complete When Invoiced

Valid Cost Types

Include Job Number and Description in G/L Comment

Use Sales Order Accounts for COGS

Relieve Inventory

Use Sales Order Accounts for Sales Revenue

Sales Kit Update