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Add a new order immediately

In the entry layout you can specify whether you want to add a new order immediately after the completion of an order.

You have the following options:

  • New input directly: this allows you to post a new entry directly without having to click on New again.
  • Return to view: this takes you back to the view, where you can continue with a different process step.
  • Return to selection: here, you stay in the entry window and you must use the actions to select whether you want to add a new entry or view an existing entry.

Note:

You can set the immediate addition of a new order for the basic order, quotation, order, packing slip, counter/direct invoice, assembly, warehouse move and the sales invoice. In addition to orders, this option also applies to the basic order, quotation, packing slip and invoice.

To set the immediate addition of a new order:

  1. Go to: General / Management / Entry layout.
  2. Select the entry layout. for the basic order, orders, quotations, packing slips, assembly, warehouse moves, invoices or counter/direct invoices.
  3. Open the entry layout properties.
  4. Go to the tab: General settings.
  5. Go to the tab: Instellingen 2.
  6. Select a value for: Continue after completion.
  7. 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

Process

Set up checks in the entry layout

Work area

sales