Display Additional Information in Your Sales Order

When creating a sales order, you can make additional information visible, such as agreed pricing arrangements or the physical stock of items. After you have created a sales order, selected a debtor, and filled in other header details, you create the line(s).

Select an item. Now, click once with your left mouse button and then with your right mouse button in the 'Item' field. A menu will appear with the option 'Options' at the bottom*. Click on this. The 'Search Field Options' window will appear, where 'Inherit Search Field Options' is likely checked. Uncheck this box; everything will then be adjustable. By clicking the arrow in the 'Information Forms' field, a list of available forms will appear, including 'Sales Pricing Arrangements' and 'Physical Stock'.



Make your choice and select 'OK'. The 'Item' field will now contain a . Clicking on this will display the desired additional information.

*If this option does not appear in the menu, you need to check 'Allow Quick Search Adjustment' for yourself or the relevant user in the 'Users' module (tab 'General', group 'Menu').