Under the Main tab you register general information such as addresses, references, terms, etc. All the information in this window can be temporarily modified for an existing order.
Mailing address indicates to which address the order confirmation and invoice should be sent. This address will be printed e.g. on the order confirmation and customer invoice if it is the same address as the invoice address.
Delivery address indicates to which address the delivery should be sent. This address is printed on the delivery note. You can select any of the multiple delivery addresses that have been registered for the company, customer and supplier.
The Invoice address displays to which address the invoice will be sent, if it is a different address than the mailing address. This address is printed on the customer invoice.
Under E-mail you can enter or select to which e-mail address(es) the order (order confirmation, delivery note) and dispatch advice should be sent. The address to which the invoice will be sent is displayed but it cannot be changed here.
Under Shipping you can see GAN/customer number for the selected supplier. You can also see the Freight payer, that is, who will pay for the freight. The EDI button is used for delivery schedules imported via EDI. By clicking the Dispatch advice button you can enter a phone number to which the shipping agent can phone or send text messages when there is goods to deliver, or you can enter a delivery instruction.
Under References you enter our reference, your reference, your order number and goods label.
Under Terms you enter payment terms, delivery terms, place of terms of delivery, delivery method, invoicing plan, order date, delivery date, status, customer code invoice and invoice status. In the Printout via: field, a default printout method for customer orders can be selected (via printer, fax or e-mail). The printout can then be executed by using the button Send or print according to the order setting under Window functions in the Print Customer Order procedure. If you have installed the supplement Customer Order Transfer, you can select a transfer profile.
Under Export you enter language, currency, VAT code, forward rate and seller.
Under Miscellaneous you enter additional text, customer group, project number and fax number. Here you select whether or not a manufacturing order/manufacturing order suggestion should be created from the customer order. You can also select if a purchase order should be created from a customer order. You can select if it should be a comprehensive invoice and if a invoicing charge should be added to the order. Reversed liability for payment or three-party trading can be activated when needed. If you have activated the setting Enter serial number in customer order header, under Orders / Quotes under the Sales tab in the Settings procedure, you can select a serial number to which the order should be linked. The Comment button is active if there are comments entered for the customer. Under the Modification log button you will see a log over modifications made for the customer order.
At the bottom of the window under the section Order... you can see who created and changed the order and when.
By using the Info Menu which you access by right-clicking you can link to the Update Customer procedure for the selected customer on the order. You can then make changes regarding that customer. If you have entered a serial number in the Serial number under Miscellaneous, you can link to the Update Product Register procedure. In this procedure you can make changes for the serial number.
To access the Rows tab, you can use the shortcut keys Alt+R, or select To order rows under Show in the Window menu.