Sales types are used to group sales offers and orders.

Sales types can first of all be used for your financial database. For each sales type, you can specify the ledger accounts to which costs, work in progress, and turnover relating to the order should be posted.

Sales type groups can also be useful when creating lists. For example, you could group files by:

• Type: repeat, offer, actual costing
• Sum size
• Product type

Tip: Start with a limited number of items for a clear and convenient setup. You can always extend your setup at a later stage.

The code format is defined on the Codes form in the General Settings module. The order code is filled in automatically based on this value. An order code that has been filled in automatically can be changed as long as no sales lines and shipping lines have been defined for the order.

Note: If you add a new order on the Sales orders form, the order code is mandatory. When adding an offer (on the Sales offers form), you can leave the Order field empty.

Note: The order code must be unique: no two orders can have the same code.

This is the reference which the customer has assigned to the order. This reference is printed on the order confirmation.

This is the date on which the order was placed.

This date is filled in automatically when the order confirmation is printed. It shows you that the confirmation has been printed and when.

This field has a protective function: if it contains a date, it is not possible to print another order confirmation. If you want to print another order confirmation for the same order, you should clear this field.

An order confirmation can be printed only if the following conditions are true:

• The Order confirmation check box is selected.
• The Confirmation date field is empty.
• The document is an order (and not an offer):
  • An order code must have been filled in.
  • At least one sales line must be of the 'Order' status type.

If a customer should be sent an order confirmation, this check box must be selected.

An order confirmation can be printed only if the following conditions are true:

• The Order confirmation check box is selected.
• The Confirmation date field is empty.
• The document is an order (and not an offer):
  • An order code must have been filled in.
  • At least one sales line must be of the 'Order' status type.

Tip: If you want the Order confirmation check box selected automatically for all orders you receive from a particular customer, select the Order confirmation check box on the 0001 Customers - Customer card. To have the check box selected automatically for all orders, select the Order confirmation check box in the General Settings module.

This is the date on which the parts ordered must have been sent to the customer.

This is where you specify the currency in which the sales prices for this offer or order are displayed. You can change the currency as long as no sales lines have been added.

Tip: To use the same currency for all offers and orders you send to or receive from a customer, select the currency of your choice in 0001 Customers - Financial. To use a default currency for all customer offers and orders, select the currency of your choice in the General Settings module (Settings folder, Default values form, Customers tab).

The payment condition is printed on various documents relating to offers and orders, such as offers, order confirmations, shipping notes, and invoices. Any payment discounts or credit charges specified in the payment condition are posted when the invoice is posted.

Tip: To use a default payment condition for all offers and orders you send to or receive from a particular customer, select the payment condition of your choice on the 0001 Customers - Customer card. To use a default payment condition for all customer offers and orders, specify the payment condition of your choice on the Default values form on the Customer tab. You can still change the field value on the Sales offers or orders form.

The delivery condition is printed on various documents related to this file, such as offers, order confirmations, shipping notes, and invoices.

Tip: To use a default payment condition for all offers and orders relating to a particular customer, select the delivery condition of your choice on the 0001 Customers - Customer card. To use a default delivery condition for all customer offers and orders, select the condition of your choice in the General Settings module (Settings folder, Default values form, Customer tab). You can still change the field value on the Sales offers or Sales orders form.

See also the Delivery conditions file.

This is the salesperson dealing with the sales offer or order. The name of this salesperson is displayed on external documents (sales offers, order confirmations and the like) relating to the sales offer or order.

Tip: In the Customers module, you can enter a default salesperson for every customer. This default salesperson is automatically used on sales offers and orders created for that customer.

If you want to use the same salesperson for the majority of your customers, you can specify this salesperson in the General Settings module. This salesperson will then be filled in automatically for every customer you add.

Fill in a date on which action has to be taken. You can print a report of offers and orders sorted by attention date to see all actions to be taken in a particular period.

Use the Memotab to record further information about this attention date, for example the exact action to be taken on this day, such as making a phone call about an offer.

The code format is defined on the Codes form in the General Settings module. Based on this value, the offer code is filled in automatically. An offer code that has been filled in automatically can be changed as long as no sales lines and shipping lines have been created for the offer.

Note: If you add a file on the Sales offers form, the offer code is mandatory. When adding an order (on the Sales orders form), you can leave the Offer field empty.

Note: The offer code must be unique: no two offers can have the same code.

This is the reference which the customer has assigned to the offer. This reference is printed on the actual offer.

This is the date on which the offer was requested.

This is the last date on which the offer is valid. After that date, a different price may apply, or the product required may no longer be available.

Enter the date on which the offer was sent.

This is the date on which the parts ordered must have been sent to the customer.

If you convert a sales offer into an order, the desired shipping date will be copied to two fields on the order (0070 Sales orders General). The original desired shipping date specified on the offer will be copied to the Offer data field, and this date cannot be changed. The desired shipping date filled in under Order data can still be changed, however.

The sequence number of the sales offer serves as a version identifier. It indicates how often the offer has already been printed.

A sales offer can be used several times. This field shows when this offer was last issued.