Invoice is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller.
Selling is one of the main activities of every business. Selling is a transaction where the products or service is being exchanged for money. At its essence, selling is handling something (products or services) in exchange for money or other valuable items.
This article is explain how to set sales order type same as previous transaction.
For example as below, when I buy an item online I will select in the notes below, the type of transaction is online.
Then I made a new transaction, the transaction turned out to be online. But I have to click on the online type again so that the type of the transaction changes.
Therefore, I will activate the feature so that the next type of transaction can automatically follow the transactions that have been made previously. The following are the steps so that the type of transaction is adjusted to the previous transaction.
Table of Content :
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Set Remember Order Type from Previous Transaction to Yes on Sell Tab
II. Re-Check the Result
To see the difference, I will create a new transaction again. Here I choose the type of online transaction.
Step 1. Try to Make a Transaction & Choose Order Type
After that I did the transaction again. It can be seen that the new transaction type will automatically follow the previous transaction type.
Step 2. Make Another Transaction & Check Selected Order Type
People also read these articles :
To know the differences between sales order & sales invoice : Sales Order vs Sales Invoice
To import sales order via CSV : Import Sales Order via CSV
To create sales order type : Create a Sales Type