The Order tab on invoices, credits, purchase orders, sales orders and quotations
Description
On this tab you can enter or amend additional information about the order, such as delivery address, customer contact details and other useful information you want to note about the order.
The default company delivery address appears here. You can edit this address if required. Alternatively, clickChangeto select a different address from the list of company, customer or supplier delivery addresses.
You may use an address other than the customer's main company address if the main address is an office but your customer has a warehouse elsewhere. Then you could deliver directly to their warehouse.
Tax Code
Displays the tax code assigned to the delivery address when the country the goods are to be delivered to is different to the customer's registered address. The registered address is held on the customer's record.
The tax code determines the rate of VAT for the invoice, based on where the goods are to be delivered.
Incoterms
If you've entered Incoterms on your customer or supplier record, these appear here. You can change the Incoterms here if required.
Notes
You can enter up to three lines of notes, which relate to the whole invoice, credit, order or quotation, for example, to record any special delivery requirements.
DUNS Number
The DUNS Number (Data Universal Numbering System) is a nine-digit number, used to identify a business.
Supplier Order No.
NOTE:Purchase orders only
Enter your supplier's order number or reference here, using up to 60 characters.
Sage 50 Accounts v24 and above - this field appears in the Details tab.
Customer or Supplier Tel. No.
The telephone number from the customer's or supplier's record appears here. You can change this if required.
Customer or Supplier Contact
The contact name from the customer's or supplier's record appears here. You can change this if required.
Order Taken By
The user name of the person who placed the order appears here.
Sales Order Status
NOTE:Sales orders and sales order quotations only
Allocation - when you allocate stock to this sales order, your software automatically enters the allocation status of the order here.
Despatch - this shows the despatch status of the order when you despatch the products.
Due - you can enter an estimated despatch date for the sales order here if you wish. This is for reporting purposes only. Use the calendar to help you select the date you require.
Custom Fields - Analysis 1, 2 and 3
Used to record information of interest about the order, which you can then analyse using the search option or when generating reports.
The displayed labels (Analysis 1, 2 and 3) are set up in Settings > Configuration > Custom Fields, and can be amended to suit your needs.
NOTE: