Setup Order Entry |
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Setup ... Application ... Order Entry
About Topic
Use this screen to set up order entry information for your business. The Setup Order Entry screen has been divided into several categories, each containing important settings. Select the category on the left side of the screen, and the settings for that section will appear on the right.
Keep in mind that not all sections may apply to your business. In addition, the sections in the setup list may be hidden based on the features included with your license and/or general options not chosen.
In this Topic
Field by Field Help - Setup Order Entry screen
Related Topics
8.1 Sales Quotes
8.2 Sales Orders
Field by Field Help - Setup Order Entry screen
Show the Order Entry features of the application
When checked, the order entry features of the application will be enabled. Uncheck to hide these features and any others dependent upon order entry capabilites. You must close and re-open the software to have these changes take effect.
Sales Quotes
Sales quotes expire after XX days
Sets the number of days after which a quote expires, and can no longer be changed into a sales order or invoice. A value of zero indicates that sales quotes will remain open indefinitely, and must be manually closed.
Permanently close sales quote when converting to an order/invoice
This option determines whether a sales quote can be used multiple times.
| Always | After creating the invoice, the program will automatically close the quote and prevent further use. |
| Ask | After creating the invoice, the program will prompt the user as to whether the sales quote should be closed. |
| Never | After creating the invoice, the program will not automatically close the sales quote. However, it can be manually closed by editing the document. |
Sales Orders
Initial Deposit
Select the method by which deposit amounts should be collected on a sales order:
Do not require or suggest an
| initial deposit | ManageMore will not prompt for a deposit amount to be entered, nor will any suggestion for a deposit appear on the sales order transaction window. |
| Suggest an initial deposit of XX% | ManageMore will display the suggested deposit amount by calculating the percentage amount selected of the total balance of the sales order. No display will be made if the percentage amount is 0% or 100%. A deposit payment, however, is not required to complete the transaction. |
| Require an initial deposit of XX% | ManageMore will display the required deposit amount by calculating the percentage amount selected of the total balance of the sales order. No display will be made if the percentage amount is 0% or 100%. A sufficient deposit payment is required to complete the transaction. |
Sales Orders expire after XX days
Enter or select the number of days during which a sales order will remain on "Open" status after being entered. Sales orders are automatically closed after expiration. A value of zero indicates that sales orders will remain open indefinitely, and must be manually closed.
Delay credit card processing until sales order is filled
When checked, the program will not process and post credit card payments on sales orders until the goods are actually sold and shipped.
 | Note: If a sales order is partially filled, any applicable taxes and freight charges on a sales order will be included on the FIRST sales invoice that is created from the order. This is done in order to prevent any discrepancies and rounding problems once a sales order is completely filled. |
Allow changes to pre-filled sales invoice generated from sales order
When checked, the program will allow the user to make changes, such as adding or removing items, on invoices created from a sales order.
Allow changes to sales order date for submitting past/future orders
When checked, the program will allow the user to change the date on a sales order to a past or future date. Otherwise, all sales orders are created using the current system date.
Restrict sales order from being filled out of sequence (i.e. Allow FIFO only)
When checked, the program will only allow sales orders to be filled and processed in First-In, First-Out order. This setting only applies to sales orders filled on the Fill Sales Order screen.
Warn if not enough inventory to sell
When checked, the program will display a warning message if the quantity of a Supertrack item that you enter on a sales order is higher than the actual quantity on hand in your inventory.
Allow pick ticket printing for order that is ready to be invoiced
When checked, the program will allow you to print pick tickets when filling sales orders. This is especially useful when sales and shipping functions are run separately. A button labeled "Print Ticket" will appear on the Fill Sales Order screen.
Force automatic printing of sales orders when completed
Instructs the program to automatically print a copy of a sales order once it has been completed. This is sometimes useful to prevent fraud.
Allow deposits to be posted to a Post Sales Order Liability GL account
Check this box to have sales order deposits post to an account different from the main A/R posting GL Account. This option is best suited for companies that take large numbers of deposits or have a large total amount of sales order deposits, so that the monies can be held separately for tax purposes or otherwise. Using this option will disallow applying an invoice's remaining balance to an account if the invoice was originally made from a sales order. Also select the general ledger account which will be credited for prepayment of sales orders, and debited when the paid sales orders are invoiced. The account entered here is normally a liability account.
Preview
Click this button to preview the selected form on-screen with the settings as displayed.
Document Type
Select the type of order entry document you wish to change/view settings on.
[Document Type] Header
Enter the header or title that should be used on the document type selected. This will print in large type at the top of the according printed transactions.
Print Company Watermark Image
Print the company watermark image in the background of the selected document. The watermark image is set in the Setup Company - Form Printing section. This option does not appear on the Packing Slip.
Print Company Logo Image
If checked, ManageMore will print the company logo on the upper left of the selected document. The company logo is set in the Setup Company - Form Printing section.
Print Company Name
If checked, ManageMore will print the company name and address on the upper left of the selected document. Leave this value unchecked for pre-printed forms.
Hide all Graphics
If checked, ManageMore will not print any graphic items on the selected document. Select this option for pre-printed forms.
Force Automatic Printing
If checked, a copy of the transaction of this type will print automatically without prompting the user. The user can then print additional copies if desired. This option only appears on the Sales Order.
Workstation Setup
These settings are saved for each workstation
Form Type to Use
The form to use when printing the selected document type. Choose a form number and its description will appear to the right.
Printer to Use
Select the printer to use when printing the selected document type on this workstation. If blank, ManageMore will print to the default printer.
Allow alternate form/printer selection
If checked, a secondary printer can be used for printing the selected document type on this workstation. This will open the fields to selected the form type to use and printer to use when using the alternate form selection. This option does not apply to the Packing Slip.
Print Duplicate invoice/merchant agreement on credit card transactions
Choose this option and a duplicate receipt will print for the customer to sign when processing credit card transactions. This option only appears on the Sales Order.
Document Type
Select the type of order entry document you wish to change/view settings on.
[Document Type] Policy Message
The message to print on the bottom of all sales order documents.
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