118 lines
6.1 KiB
HTML
118 lines
6.1 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Company Preferences: Customer Orders</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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tr.hcp2 { vertical-align:top; }
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td.hcp3 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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border-bottom-width:1px;
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border-bottom-style:Solid; }
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font.hcp4 { font-weight:bold; }
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td.hcp5 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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background-color:Transparent;
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border-bottom-width:1px;
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border-bottom-style:Solid; }
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font.hcp6 { font-size:8pt;
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font-weight:bold; }
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font.hcp7 { font-family:Wingdings;
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font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Customer Orders</p>
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<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customer_orders/custorder_overview.htm">Customer Order Overview</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Layaway, sales order, and work order preferences allow you to define various options related to these customer order documents. There is a separate preference page for each customer order type, but all have the same options as described here.</p>
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<p class="Help-Note"><span class="hcp1">Note</span>: You must have customer orders enabled in your <a href="sysprefs04.htm">Select Features to Use preferences</a> for the following preferences to be applicable.</p>
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<p class="Help-Text"> </p>
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<table cellspacing="0" width="372">
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<tr class="hcp2">
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<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp3">
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<p class="Help-Text" style="font-weight: bold;">Preference</p>
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</td>
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<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp3">
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<p class="Help-Text"><font class="hcp4">Function</font></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp5">
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<p class="Help-Text" style="font-weight: bold;">Initial Deposit</p>
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</td>
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<td style="width:62.90%;" class="hcp5">
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<p class="Help-Text">Select how you want to handle the initial order deposit. Subsequent deposits can be for any amount:</p>
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<p class="Help-Text"><font size="2" class="hcp6">Do not require or suggest an initial deposit</font>: <font face="Wingdings" class="hcp7"></font> = If selected, no initial deposit is required or suggested when you create a new order.</p>
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<p class="Help-Text"><font size="2" class="hcp6">Suggest an initial deposit</font>: <font face="Wingdings" class="hcp7"><br>
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</font> = If selected, an initial deposit amount is suggested for each new order. Enter the percentage of the total order amount that you want suggested as the deposit amount. When taking the deposit the suggested amount is auto-filled, but can be changed or deleted, at your discretion.</p>
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<p class="Help-Text"><font size="2" class="hcp6"><span style="font-weight: bold;">R</span>equire an initial deposit</font>: <font face="Wingdings" class="hcp7"><br>
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</font> = If selected, an initial deposit is required for the order. Enter the percentage of the order total to be required. When taking the deposit the required amount is auto-filled. You can enter a larger amount, if you wish, but you cannot reduce or delete the required amount.</p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp5">
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<p class="Help-Text" style="font-weight: bold;">Order Status</p>
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</td>
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<td style="width:62.90%;" class="hcp5">
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<p class="Help-Text">There are three default statuses for use in the <span class="hcp1">Status</span> field on customer orders:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text"><font class="hcp4">Open</font> is automatically assigned to every new order.</p>
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</li>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text"><font class="hcp4">Closed</font> is automatically assigned to the order once all listed items have been sold on a receipt.</p>
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</li>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text"><span class="hcp1">Pending</span> should be assigned to orders used to give estimates or quotes to customers, where the items are not yet committed to sell. Pending orders are not included when Point of Sale calculates <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available quantities</a>.</p>
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</li>
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</ul>
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<p class="Help-Text">You can change the name of these statuses, add new statuses, and arrange the order they appear in the <font class="hcp4">Status</font> field drop-down list on order forms. <a href="../qbpos_customer_orders/custorder_statustracking.htm">Learn more</a>.</p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp5">
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<p class="Help-Text" style="font-weight: bold;">Printed Message</p>
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</td>
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<td style="width:62.90%;" class="hcp5">
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<p class="Help-Text">Enter text to print on the bottom of every order.</p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp5">
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<p class="Help-Text" style="font-weight: bold;">Document Numbering</p>
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</td>
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<td style="width:62.90%;" class="hcp5">
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<p class="Help-Text">By default, orders are numbered sequentially, starting with 1. You can use this preference page to specify text or a POS field that should precede the sequential number or to change the starting number.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_customer_orders/so03.htm">Taking deposits on orders</a></p>
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<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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</body>
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</html>
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