Add a basic sales order

You add a basic order if you want to use a template for adding orders. You can add a basic order for a specific sales contact or for multiple sales contacts.

You can also add basic purchase orders for purchase contacts. The procedure is the same.

The addition of a basic order begins with the entry of the header data. After this, you add the order lines.

You add basic orders with or without a sales contact. If you select a sales contact, the basic order can only be used for that sales contact. If you do not select a sales contact, then you can use the basic order for all sales contacts.

To add a basic sales order:

1. Go to:
   • Order Management / Purchase process / Purchase basic order
   • Order Management / Sales process / Verkoopbasisorder.
2. Click on: New. 
3. If multiple entry layouts are available then select an entry layout.

   You now see the entry layout.

4. Enter the basic order number if you do not want to use auto numbering.

   Note: 

   You do not enter a sales contact so that this basic order can be used for all sales contacts. If you do enter a sales contact then you can only use the basic order for that sales contact.

5. If required, select the sales contact.

   If you want to add a basic order for a specific sales contact then select the sales contact. Data is then copied from the properties of the sales contact. These include the VAT duty, Delivery address, Payment condition, Payment method, Currency and Collect.

   If you want to add a basic order that can be used for multiple sales contacts, you do not select the sales contact but you select the VAT duty.

   Note: 

   If the sales contact for which you want to add the basic sales order does not yet exist, you can add a new sales contact by clicking on the New sales contact action. This action is only available if a sales contact has not (yet) been selected.

6. Select the processing method.

   Because you can use basic orders for different purposes in Profit Order management, you need to indicate what each basic order is going to be used for. You do this by entering the processing method. You can choose from:

   • 0: Normal processing
   • 1: Serial invoicing
   • 2: Order advice per day: With this choice, you cannot enter the default Number in the lines of the basic orders. (Only if Bakeries is included in your licence.)
   • 3: Blanket order
7. If required, complete the other fields in the entry layout header.
8. Add the item lines.
9. The totals are displayed in the footer.
10. Click on: Finish. 
11. Depending on the settings in the entry layout, you will be asked if you want to print the basic order. Make a choice.

    Note: 

    When maintaining basic orders, no check is made to see whether an article can be delivered on a specific day. Thus, you can record order data for days when the article cannot be ordered. This is not checked in the basic order because you can still change this field in the article. This check is made when the order proposal is generated. An article is only included in the order advice for the days on which the article can be delivered, as specified in the article.