Sales/Invoicing, The Miscellaneous Tab

View - Sales/Invoicing - Order Registration - Miscellaneous

This tab allows you to specify, for example, the type of response, rounding rules, and factoring for individual orders. You also select the Form for the order here. The order can also be linked to a Department, and the selection you make in the Batch Order drop-down list determines whether the order is an unprocessed order or an unprocessed batch order.

At the same time, you indicate how far the order has been cleared for invoicing.

Make any selections from the Response type, Rounding, Form, Department and Batch order drop-down lists. If you wish to use a different alternative from the ones in the drop-down list, go to the Properties Register in order to define your own alternatives. Read more in Company Settings for the Properties Register.

VAT: From the VAT drop-down list you can choose between Domestic, Export outside EU, Export EU, VAT exempt customer or Export to EU 3rd Part.

Factoring: If you use an external factoring company, select Yes from the drop-down list.

Select or clear the check boxes below the drop-down lists so that they are appropriate to the relevant quotation. Some of these check boxes are more relevant for multi-user systems so that all users can see how far the order has been processed:

Process complete: By selecting this check box, you tell the other users that you have already registered all necessary information. If there is any part of the order, for example information concerning prices, discounts, freight, etc. that has not been completed, you clear this box to show that the order is not ready.

Surcharge: This setting is inherited from the contact register, but you can also change the setting here. Remember that the surcharge depends on the product, which means that you may also have to register the setting in the product register.

Ready for invoicing: This check box is only relevant if one user registers an unprocessed order and another user invoices it. If you select this box, you show the other user that the order is ready for invoicing.

Picked: If you select this check box, you are communicating to the other users of the program, that the ordered products have been picked from the warehouse. This does not, however, necessarily mean that the warehouse itself has been updated.

Report: Click the Report button to set the printout language and to specify how product bundles are to be shown in reports.

Order Information: Click Order information to register any details about the sales process, such as Start date, Expected end date, Probability of sale, as well as Status and Notes. If you actively consider Probability of sale, and update the field for that, you can in time print out reports showing how many future sales you will possibly win. At the bottom of the Miscellaneous tab you can see the name of the person who has raised the order.

Branch network management: If the contact is linked to a Head Office, the Branch network management button becomes available. This is where you can modify the settings for where the invoice is to be sent, where the products should be delivered and who the discount settings will apply to.