Order entry (SOP settings)

• Select from the Allow Entry of options to choose whether to use:

  Standard stock items only	Select this to only use standard stock items on Full sales orders.
  Free text items only	Select this to only use free text items on Full sales orders.
  Both standard and free text items	Select this to add both standard and free text items to Full sales orders.

  Note: You can only enter standard stock items on a rapid entry or trade counter entry sales order. You can change to a full order by selecting the Full Order Entry button when entering one of these types of order.

• Select Allow amendment of analysis code to allow analysis codes to be changed on individual item lines on a sales order.

  Analysis codes are small pieces of text that provide additional detail to a sales order to indicate information such as, the sales person, the dealer or the region.

  The analysis codes are assigned to the order as a whole and to the individual items (goods and services) on the order. Once you select this, the analysis codes for the whole order can differ from those applied to individual items. This is useful if you want to analyse sales using different analysis codes.

• Select Allow amendment of nominal codes to allow nominal accounts to be changed when entering a sales order.

  The profit and loss values for the sales order are posted to these nominal accounts. Use the Default Accounts tab to specify which nominal accounts to post to by default.

Select Use the user's logon name as the order taker to add the logged on user's ID to your sales orders. This is useful if the person responsible for the order records the order themselves.

Clear this option to manually add a reference to each order to indicate the person responsible for the order. This is useful where the person entering the order is not the person who took the order.

• Select Allow amendment of Analysis Codes to allow analysis codes to be changed on the order header. These analysis codes are applied to the whole order.

  The analysis codes are assigned to the order as a whole and to individual items (goods and services) on the order. Once you select this, the analysis codes for the whole order can differ from those applied to individual items. This is useful if you want to analyse sales using different analysis codes.

• Allow payments to be recorded during full order entry.

  Select this if you want to record a payment whilst entering a Full order.

  You can always enter payments with Trade orders.

  You cannot record a foreign currency payment.

  Changing the setting

  If you clear the selection, you will be unable to amend the payment details already entered on an order.

• Invoice payment with order immediately.

  Select this to print an invoice for the value of the payment when you save the order, by default. You can change this option if required, when you enter the order, using the Payment with Order tab.

  You cannot invoice payment immediately for Trade orders.

• Enable card processing.

  Select this to use an online payment service provider (such as Sage Pay) to take customer payments.

  If you select this option, you can record an online payment with a Full order. Do this by using the payment method, Online Card Payment on the Payment with Order tab.

  You cannot select this option unless a merchant account has been set up in Accounting System Manager.

  The first time you select this option and save the settings by clicking OK, a system generated payment method called Online Card Payment is created. This payment method is used when you record an online payment with either a full order or a trade counter order.

  For more information, see Getting started with online payments.