How to tutorials

Create Customer Sales Codes Video


For some customers, companies send sales invoices with similar information. Often these documents contain one single invoice line, which is practically always to be posted on the same account, and which contains the same amount.

In order to facilitate sales document entry, the standard sales codes have been introduced in Financials for Office 365. Standard sales codes allow you to setup sales lines to be used regularly. You can setup any number of standard sales codes, and each of them can consist of any number of standard sales lines.
You can let the program insert standard sales lines in different ways. You can specify this in the field Insert Std. Cust. Sales Lines on the Sales & Receivables Setup window.

Depending on the method you have selected in the field Insert Std. Cust. Sales Lines, you have the possibility to decide on which sales window you want to activate this functionality. Place a check mark in the fields Quotes, Orders, Invoices and Credit Memos on the Sales & Receivables Setup window, if you want to insert standard sales lines on respectively sales quotes, sales orders, sales invoices or sales credit memos.