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Enter the order template details

Use the Order Details tab to enter add goods, services and costs to the repeat template.

To enter order details

Open: Sales Order Processing > Sales Orders > Repeat Order Templates.

1. Click New.

   The Create New Repeat Template window appears.

2. Enter Template Details and select the Order Details tab.

3. If required, select a default warehouse for the template, from the By default supply from drop-down list.

   Any goods added to the order will be allocated from this warehouse where possible, when the template is converted to a sales order. You can change this for individual item lines.

   Leave this blank if you want to specify the required warehouse when the template is converted to a sales order.

4. If required, enter the Customer order no.
5. To add goods, services and costs to the order, click Add Items.
   • Standard items.
   • Free text items.
   • Additional charges.
   • Comments.
6. If you are dealing with a foreign currency customer, enter the exchange rate.
7. To continue entering the template details, select the Delivery & Invoicing tab.
8. To save the template, click Save.