Sales Order Tab
Use this tab on the Manage Customers to set up pricing, shipping, billing, and contact information. This is the default information when you enter a sales order for this customer.
You can also access this screen in Sales Order Entry.
Pricing
Use this group box to select a default pricing project or catalog for each customer.
Field | Description |
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Project |
Enter, or click
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Catalog |
Enter, or click
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Discounts
Use the fields in this group box to establish a volume discount for this customer.
Field | Description |
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Discount Allowed |
Select this check box if the customer is eligible for a volume discount. If you select this check box, you must also enter a discount percentage in the Discount field. |
Discount |
If you selected the Discounts Allowed check box, enter the discount percent in this field. This becomes the default discount for this customer when you enter sales orders. |
SO Defaults
The default settings that fill the fields in this group box are from the Configure Sales Order Defaults screen. The selections that you make here become the default selections for this customer when you enter sales orders.
Field | Description |
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Allowed Overshipments |
Select this check box to allow overshipments to this customer by default. If you clear this check box on the sales order, and you attempt to issue a quantity that is greater than the order quantity, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen. |
Allow Partial Shipments |
Select this check box to allow partial shipments to this customer by default. If you clear this check box on the sales order, and you attempt to make a partial shipment on the sales order, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen. |
Allow Substitutions |
Select this check box to allow substitutions to this customer by default. If you clear this check box on the sales order, and you attempt to substitute items on the sales order, Costpoint displays either a warning message or an error as specified by the Hard Edit Options on the Configure Sales Order Defaults screen. |
Acknowledgment Required |
Select this check box to send a sales order acknowledgment to the customer. |
Sales Group Abbrev |
Enter, or click
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Ship Via |
Enter, or click
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Delivery Terms |
Enter, or click
|
Tax Exemption ID |
If this customer is exempt from taxes (that is, if the Tax Code for the selected line on the main screen has a tax exempt status), enter the appropriate tax exemption ID. When you enter generic bills, Costpoint loads this number into the billing for this customer, and does not calculate sales tax for normally taxable line items. (You can override the taxable status on sales order lines). |
Project to Charge |
Enter, or click
This project will default into the Billing tab of the Manage Sales Order screen and will default into each Sales Order line. This is not a required field when processing sales orders. |
Related Customer Account |
Enter, or click
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