Under the Sales company preference, you will be able to manage various aspects of your sales order.
Special attention should be given to this section. It will determine if you wish to have multiple ship dates, if you want a customer PO to be unique or not allow partial shipment, price level rounding, and advance sales settings.
Under the General tab you can modify the following:
Customer's PO number must be unique. When this is checked, Order Time will verify that the customer PO entered on a sales order is unique to that customer.
Allow blank Customer PO number.
Enable multiple promise dates. Allowing you to set up more than one promise date per line item on a sales order.
By default do not allow partial shipments. Checking this will force all sales orders to ship complete meaning a Ship Doc's status cannot be changed to Shipped or Closed if there are open quantities on the related sales order. This setting can also be by sales order or by customer as well.
Copy customer Note to quote or sales order Memo. If you want the customer notes to be visible on sales order check this box.
By default use the customer's primary contact for new sales orders
Check credit limit when creating a sales order. (When checking credit limits, use the accounting system's A/R balance, uncheck to use Order Time's customer ledger)
When applying price levels, the results may result in more decimal points than desired. The following preferences provide settings to properly round the results.
Sales - Price Level Rounding
Rounding Direction (i.e. Nearest, Up, Down - Dropdown)
Round to the nearest POINT DECIMAL (i.e. .01,.1,1 - Dropdown)
Add to price or Deduct from price. (Use this when you always want your price to end in a certain digit. for example, if you want all prices to end with 0.99. Round up to the nearest whole number (1) and deduct -0.01.)_
Sales - Tax Rounding
Rounding Direction (i.e. Nearest, Up, Down - Dropdown)
Under the Advanced tab you can modify the following:
Limit items for selling to items that have an item # listed for the current customer. Each Item has a tab called Customer Alias. This list can be used as a filter when selecting items to add to a sales order for a specific customer.
When adding items to sales documents show all price level pricing, including price levels assigned to other customers.
When using the Price Level type 'Customer Item by Percentage', apply the currency exchange rate.
Enable generating vendor RFQ's from quotes.
Require Ship Method. An error will be shown when a Ship Method is not provided.
Show kit selections on sales orders and quotes.
Calculate tax rates based on zip codes instead of Item Sales Tax
When changing the customer on a sales order or quote, DO NOT re-price all the items
When printing a form template with styles, show the variants as rows instead of in matrix format.
Enable creating a transfer from a sales order
Transferring from a sales order is used for consignment
Use sales order promise dates on linked work orders.
Days to add a Sales Order and Quote Promise Date _______