Sales Orders

First, choose the document type you wish to use to create a sales order. In Orders | Sales orders select the desired document. In this case, one document type has been predefined.

However, like all other events in the program (invoicing, transfers, service, manufacturing, etc.), you can divide work with orders  into multiple document types. Individual document types make it easier to manage business processes and access them. Create custom document types to suit work with orders at your organization. You can, for example, use the following document types:

1. Different Types of Custumer the first criterion

Create custom document types to suit work with orders at your organization

etc.

2. Different Types of Custumer the second criterion

Another option would be to use different order document types for different types of customers: 

ect.

The disadvantage of using separate document types for orders is that you have to change document types. To create an order of a different type, you have to close the window with the order document type you are working with and choose a different document type from the menu.

To select a document type, click it in the Sales Order menu. When a document type is selected, the sales order form opens.

Sales Orders

Sales Orders

First, choose the document type you wish to use to create a sales order. In Orders | Sales orders select the desired document. In this case, one document type has been predefined.

However, like all other events in the program (invoicing, transfers, service, manufacturing, etc.), you can divide work with orders  into multiple document types. Individual document types make it easier to manage business processes and access them. Create custom document types to suit work with orders at your organization. You can, for example, use the following document types:

• sales orders
• sales orders for foreign countries
• non-obligatory offers
• etc.

Another option would be to use different order document types for different types of customers: 

• sales orders for natural persons 
• sales orders for legal entities
• etc.

The disadvantage of using separate document types for orders is that you have to change document types. To create an order of a different type, you have to close the window with the order document type you are working with and choose a different document type from the menu.

To select a document type, click it in the Sales Order menu. When a document type is selected, the sales order form opens.

Related topics:

• Sales Order Process
• Realization of Sales Orders