| # To use templates and catalogs in sales orders You can use sales order templates for recurring sales orders from the same (group of) business partner(s) and you can use catalogs for the shopping list type of order entry. In the Sales Order - Lines (tdsls4100m900) session, in which you can enter both header and lines on one single screen, you can manually enter sales orders, but you can also use templates if orders reoccur, or you can use catalogs. In the Relation Management Dashboard (tdsmi1500m000) session, you can use templates to directly generate a sales order for the selected business partner. To enter sales order lines based on a template To enter sales order lines based on a template, take the following steps: Define (a) sales order template(s). In the Sales Order - Lines (tdsls4100m900) session, click the Add a New Sales Order button to enter header data. On the Specific menu of the Lines tab in the Sales Order - Lines (tdsls4100m900) session, click Sales Order Templates. ERP LN checks how many templates are available for the business partner. If only one template is available, the Sales Order Template - Lines (tdsls2605m000) session is started. If more templates are available, the Sales Order Templates (tdsls2505m000) session is started. If the: Sales Order Template - Lines (tdsls2605m000) session is started, you can copy all item lines, or a selection of item lines to the sales order by clicking Copy All Item Lines or Copy Selected Lines. Sales Order Templates (tdsls2505m000) session is started, you can select a template and click Copy All Item Lines to copy all item lines to the sales order. If you want to select specific item lines, double-click a template. As a result, the Sales Order Template - Lines (tdsls2605m000) session is started in which you can select the lines. To generate a sales order based on a template To generate a sales order based on a template, take the following steps: Define (a) sales order template(s). Click Templates in the Relation Management Dashboard (tdsmi1500m000) session. ERP LN checks how many templates are available for the business partner. If only one template is available, the Sales Order Template - Lines (tdsls2605m000) session is started. If more templates are available, the Sales Order Templates (tdsls2505m000) session is started. Click Generate Sales Order on the Specific menu of one of these sessions. As a result, a sales order is generated based on the template for the selected business partner. Note If you start the Sales Order Template - Lines (tdsls2605m000) session or the Sales Order Templates (tdsls2505m000) session stand-alone, and a sold-to business partner is entered, you can also generate a sales order from the template. To enter sales order lines based on a catalog To insert items from a catalog, you must perform the following actions: Create a product catalog. In the Sales Order - Lines (tdsls4100m900) session, click the Add a New Sales Order button to enter header data. On the Specific menu of the Lines tab, click Insert from Catalog to start the Catalogs (tdpct0510m000) session. Select the appropriate catalog and click Tree Structure on the Specific menu of the Catalogs (tdpct0510m000) session. As a result, ERP LN displays the defined category structure. To add items to the sales order, select an item in the catalog structure and choose Order Item on the Specific menu. As a result, the item is copied to the sales order with an order quantity as defined in the Minimum Order Quantity field of the Items - Sales (tdisa0501m000) session. Note If you do not want ERP LN to enter a default order quantity, you must click Item Information on the Specific menu of the catalog structure. As a result, the Item Information (tdpct0212s000) session starts in which you can first enter an Order Quantity and then order the item. Related topics Sales order templates Product catalogs |