Configure orders always to be placed in the dossier

In the entry layout you can specify whether you want to place the order in the dossier on completion of an order. The order will be placed in the sales contact dossier in PDF format. You can set this for all entry layouts in the order process.

Note:

You can set the placement of an order in the dossier for the basic order, quotation, order, packing slip, counter/direct invoice and the sales invoice. This description also applies to the basic order, quotation, packing slip and invoice.

To set placement of an order in the dossier:

  1. Go to: General / Management / Entry layout.
  2. Open the entry layout properties for the basic order, quotation, packing slip, invoice or counter/direct invoice.
  3. Go to the tab: General settings.
  4. Select a value for Save order in client record:
    • Always: Profit always saves the order in the sales contact's dossier on completion of the order.
    • Never: Profit never saves the order in the sales contact's dossier on completion of the order.
    • Pose question: on completion of an order, Profit asks whether you want to save the order in the dossier of the sales contact concerned.
  5. Click on: OK.

Directly to

  1. Order process entry layout settings
  2. Set default blocking of quotations and orders
  3. Set a credit limit check
  4. Check the minimum and maximum amount of a quotation/order
  5. Set order printing
  6. Set order e-mailing
  7. Set up that orders are always placed in the dossier
  8. Enter order number manually
  9. Finalise a quotation immediately
  10. Copy a quotation after the expiry date
  11. Add a new order immediately
  12. Redetermine price/discount for cumulative entry