Define special instructions for sales orders

You can define an unlimited number of special instructions for sales orders. During sales order entry, select which set of instructions to display. Your selection will be appended to any existing special instructions already shown on the Sales Order Header page.

Define special instructions

1. Go to File > Company > Sales Order Special Instructions.

   

2. Click New.
3. In the Code box, type a three character reference code for these instructions.
4. In the Description box, type how or when these special instructions should be applied.
5. In the Special Instructions box, type the text that you want to appear on sales orders that you choose.

   

6. Click Save.

Attach special instructions to a sales order

1. Go to Sales > Order > Order.
2. Enter your order as described in Create a sales order.
3. Click the Header tab.
4. Go to the Special Instructions section, and type any custom instructions you want.
5. Click and choose the code for the Special Instructions you want to append to those already typed. If there is only one, it will select automatically.

   

6. Complete your sales order.

View all available special instructions selections

1. Go to File > Company > Sales Order Special Instructions.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.