Differences

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--- order_type [2021/09/02 11:26] – created gareth
+++ order_type [2021/09/07 09:23] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-===== Order Type Code =====
+===== Order Type =====
-Order Type Codes are used when making sales orders they are used to specify what the sales order is for e.g. if a sales order is for a parts that will be used for an installation the order type could be "Installation".
+The Order Type Code is used when creating a [[Sales Order]] to categorize the type of order which is being placed. This is somewhat open to the interpretation of your setup, but essentially allows you to group your Sales Orders.
-''Insert Image Here''
+Order Type can be found under the Codes menu. To add a new Order Type, click the 'Add' button within the list.
-To add a new Order Type navigate to the "order type" section in the codes settings, from here click the "Add New Order Type" option. From here a window will open with empty Code and description fields, the code field can be given an identifier, name or number e.g. "INST" and the description is where you name the order type e.g. "Installation".
+{{ :ordertypecode.png?600 |}}
-After filling in these fields, you can click the "Update" button to add this new order type to the list of codes, or you can cancel it with the "Cancel" button if needs be.
-''Insert Image Here''
 ----
@@ Line 15: / Line 11: @@
 ==== Appearances ====
-  * Order Types are mainly seen/used on sales orders, specifically when viewing them.
+  * Order Types are an optional dropdown field on the [[Sales Order]] screen.