The Order tab on invoices, credits, purchase orders, sales orders and quotations
Description
Enter or amend additional information about the invoice or order, such as delivery address or customer contact details.
NOTE:
Sales orders and Purchase orders are only available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch.
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Order tab
Delivery Address
The default company delivery address appears here. You can edit this address if required. Alternatively, pressChangeto select a different address from the list of company, customer or supplier delivery addresses.
For addresses other than the customer's main company address. For example, your customer's has a warehouse. Then you could deliver directly to their warehouse.
Tax Code
Displays the tax code for the delivery address when it differs from the customer's registered country. The registered address is held on the customer's record.
The tax code determines the rate of VAT for the invoice, based on where you'll deliver the goods to.
Incoterms
If you've entered Incoterms on your customer or supplier record, these appear here. You can change the Incoterms here if required.
Notes
You can enter up to three lines of notes. They relate to the whole invoice, credit, order or quotation, for example, to record any special delivery requirements.
DUNS Number
The Data Universal Numbering System (DUNS) is a nine-digit number, used to identify a business.
Customer or Supplier Tel. No.
The telephone number from the customer's or supplier's record appears here. You can change this if required.
Customer or Supplier Contact
The contact name from the customer's or supplier's record appears here. You can change this if required.
Order Taken By
The user name of the person who placed the order appears here.
Sales Order Status
NOTE:
Sales orders and sales order quotations only.
Allocation - when you allocate stock to this sales order, your software automatically enters the allocation status of the order here.
Despatch - this shows the despatch status of the order when you despatch the products.
Due - you can enter an estimated despatch date for the sales order here if you wish. This is for reporting purposes only. Use the calendar to help you select the date you require.
Custom Fields - Analysis 1, 2, and 3
Used to record information of interest about the order, which you can then analyse using the search option or when generating reports.
The displayed labels (Analysis 1, 2 and 3).
To set up:
Go to Settings, then select Configuration, then Custom Fields.