
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.

Table of contents
- Different types of Customers the first criterion
- Different types of customers the second criterion
|
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
Document Type |
Sales orders
|
Document Type |
Sales orders for foreign countries
|
Document Type |
Non-obligatory offers
|
etc.
2. Different Types of Custumer the second criterion
Another option would be to use different order document types for different types of customers:
Document Type |
Sales orders for natural persons
|
Document Type |
Sales orders for legal entities
|
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.
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