Hello
Can I get Exo to automatically add an item to an sales order, based on the customer?
IE when I do a sales order for Regional Customer Pty Ltd, it automatically adds the stock code "regional delivery charge"
But if it is a sales order for any other customer it doesn't add this item.
Thank you
Hi,
This is done using Sales Order Templates - a type of Bill of Material.
If you go to the Debtor account for Regional Customer Pty Ltd, under the Misc section, you will see there is a Order Template assigned to this Debtor. If you want to use this same Order Template on other Debtors, you simply have to assign this same template to those Debtor Accounts.
Alternatively, you can also add the content of a Sales Order Template to a Sales Order on the fly. In the Stock Code field of a Sales Order line, type a . (full stop) followed by the Template Name. Alternatively, type a . (full stop) and press Tab to get a list of BOMs - the Order Template will be one of those listed.
Hope this answers you question.
Regards,
Quintin
Thank you so much for your quick reply!
We have been manually making a note in the pop up field to tell users to add a specific delivery stock item. So I understand from your response that I would need to make up a Sales order template in the bill of materials and then assign that template in the each debtor that it applies to, is that correct?
Yes, that would be correct.
Regards,
Quintin
