Set up your sales order form

Transcript

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1. 0:01

   Before your team starts taking orders, you can decide what a sales order asks for. In this short video, we will change the order settings and see the result on a new order.

2. 0:18

   Order settings are under System, Apps Settings, Orders. The first switches add the customer's company and address to every order, and a delivery contact for the person who receives the goods. Another switch sets all the dates on an order to today.

3. 0:33

   Let's turn on the delivery contact. Then give the extra field a name, such as PO Number, to record the customer's purchase order on each order; the switch below makes it mandatory. Finally, choose whether line discounts are a percentage or an amount.

4. 0:49

   Click Save. A message confirms that the order settings were updated, and every new order now follows them.

5. 1:04

   To check, open the Orders list and click Create Order. The new order now has a PO Number field and a Delivery Contact. We only wanted to look, so we leave it without saving.

6. 1:22

   Back in Orders Settings, we switch the delivery contact off, clear the extra field and save again, to put things back as they were.

7. 1:30

   That's it. You chose which fields an order shows, added your own field, and saw it on a new order. Thank you for watching.