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Remember Order Type from Previous Invoice
Remember Order Type from Previous Invoice

Choose the previous sales order type into the next transaction, this is used so as not to change every new invoice created

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

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.

Select Sales Order Type when Selling

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.

Make Another Transaction and Select Sales Order Type Again

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 :

I. Configuration

Step 1. Go to Setup, Click More Menu, then Choose Module

Go to Module Configuration

Step 2. Set Remember Order Type from Previous Transaction to Yes on Sell Tab

Sub Menu Setup Menu
Set Remember Order Type from Previous Transaction to Yes

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

Make a Transaction to Check the Result

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

Make Another Transaction

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