Sales Order Additional Tab |
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Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Signature |
Allows the Customer to sign an invoice / sales order and/or the Invoice Stock Collection form using a signature pad. Should the client not have signed the invoice then it can be done in the Invoice Lookup form. To select a signature pad go to Invoice Options > Hardware If a signature is required then it can be set in the Sales Order Options Form |
Deposit Sales Order |
To modify the deposit amount, click the lock next to the amount. Remember to give permission on the security form. The best course of action would be to make a payment using the "Receive Payment Module"; the checkbox will then automatically be checked and the amount added to the deposit field. You can see a list of paid deposits (checkbox) in the "Sales Order Lookup" form.
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Credit Limit Bypass Approved |
1. Give permission on the security form 2. Click Extra (on the menu bar) and select "Bypass Credit Limit" 3 The checkbox will now show a tick mark. |
