Posting part payments against sales orders before issuing the invoice
We have a lot of customers who pay upfront for their orders. Using the proforma is a faf, so we just use sales orders and mark them as paid using analysis codes. My question is, if a customer pays for half of an order (like a goodwill gesture) can...
kate thomas
4 months ago
in New/Amend Order
3
Already Exists
You currently have tabs called order details, delivery & invoicing, analysis codes, and payment with order. It would also be useful to have a notes tab within the customers order to enable you to add additional information to refer to.
Jessica Beattie
about 1 year ago
in New/Amend Order
2
Already Exists
Cannot currently amend "stock unit" its greyed out - I have an item that has come in in boxes of 10 bags, but we want to sell these as individual bags, not as a complete box
Add linked items to a Sales Order when selecting a parent item.
Our company builds bespoke solutions which are configured from a base specification with the different configurations numbering in the thousands. Our solution includes linked items such as a steering axle which has different braking options depend...
Sales Order Invoices - Option to use Period Exchange Rate
When posting a foreign invoice against a sales order, the invoice will post with the exchange rate stored against the sales order. This rate may now be out of date if using period exchange rates, for the previous period the sales order was raised ...
Tom Blatchford
about 7 years ago
in New/Amend Order
1
Already Exists
Would it not be better practice for the purchase and sales orders to use the nominal codes for the relevant stock item rather than use the defaults against the customer / supplier? We are a multi-disciplined company with several departments and it...
