3.1 Basics

intERP is offering sales orders functionality.

To change any settings regarding the module "Sales orders", go to "Setup -> Modules/Applications -> Customer Relationship Management (CRM) -> Sales orders" and click on the "gear" icon.

You can activate/disable that module by clicking the toggle switch. Green indicates, that the module is active.

3.2 Miscellaneous

Your main options regarding proposal setting can be found ander the menu tab "Miscellaneous".

3.2.1 Orders numbering models

You can set two different ways to let intERP generate proposal numbering, under "Orders numberin models". You can set a custom rule/mask under the option "Saphir" or select the standard pre-defined numbering model under the option "Marbre". To activate or deactivate each option, click on the toggle switch on the right side of the section. If you specifi a custom numbering mask, dont forget to click "MODIFY" in the end or else your mask gets lost. For further explainations/information, click on the grey "info" icons.

3.2.2 Oders documents models

Under "Orders documents models", you can define either a standard or a custom proposal template. This is following the same template/option procedure as mentioned in the other module configurations. Remember to click on "MODIFY" or "UPLOAD" to execute and finish the respective actions. On the right side of that section, you find your usual options to activate, set as default and preview each template form.

3.2.3 Suggested payments mode on sale order by default if not defined on the order

Under the above mentioned section, you can set a default payment mode for your proposals, if it is not defined in the proposal itself otherwise. Further options can be found in the invoices module.

3.2.4 Other options & Notifications

As for "Other options", you can type in a free text that will appear on your orders documents. Click "MODIFY" to save the changes. You can add a watermark on your drafted order files also (e.g. "DRAFT"). Click "MODIFY" to save the changes. The notification options for sales order can be found within the notification module config.

2.3 Complementary attributes & Complementary attributes (lines)

You can set any additional/custom attributes to your commercial proposals under the respective menu tabs. Click on "NEW ATTRIBUTE" to continue to the respective form, to add a new attribute.

Fill in the necessary details, especially the label, attribute code, type and size. When you are done, click on "SAVE". This procedure is valid for both attributes options in the menu tab.