Sales Order Additional Tab Explained

Signature

Capture Signature

•Allows the customer to sign an invoice or sales order and/or the Invoice Stock Collection form using a signature pad.

•Should the client not have signed the invoice then it can be done in the Invoice Lookup form.

•To select a signature pad go to Invoice Options > Hardware.

•If a signature is required then it can be set in the Sales Order Options Form.

To see if the invoice is signed, go to invoice lookup. There is a column "Is Invoice Signed"

To see if the job card is signed, go to job card lookup. There is a column "Is Jobcard Signed"

Deposit Sales Order

•To modify the deposit amount, click the lock icon next to the amount. (Permission is required in the Security Form.).

•The best practice is to process the payment via the Receive Payment Module':

• This will automatically check the deposit checkbox and update the amount.

•To view paid deposits (checkbox), in the Sales Order Lookup form.

Credit Limit Bypass Approved

1. Grant permission in the Security Form

2. Click Extra (on the menu bar) and select "Bypass Credit Limit"

3 The checkbox will now display a tick mark, indicating approval..