Client reference fields flow from Quote to Order, Packing Slip and Invoice

You can add a reference to the Section Header and Client Order fields of a Quote or Sales Order line item to show these details on the Sales Order, Packing Slip and Invoice.

Introduction

Using the Client order no/type and Section header fields

Introduction

You can add a reference to the fields for Client order no/type and Section header to your Sales Quote and Sales Order line items. This reference will flow through to the Sales Order, Packing Slip and Invoice.

These details will appear when you view and print the Sales Quote. When the Quote is converted to a Sales Order, those details will be carried through to the Order and the Packing Slip. If you need to create a Backorder / Purchase Order from the Sales Order, the details will appear there too. 

The Client order no/type and Section header will appear on the Sales Order, Packing Slip and Purchase Order. The Client order no/type will appear on the Invoice.

Return to Top of Page

Using the Client order no/type and Section header fields

To create a Sales Quote or Sales Order with Client order no/type and Section header on the line item:

• Go to Sales Quotes and create your quote, or Sales Order to create your order.
• Click on the line item of the Sales Quote or Sales Order.

In the Edit Sales Quote Line screen, or Edit Sales Order Line screen, you can add your reference details in either or both fields.

• Go to the Other line details section.
• Client order no/type: Enter your reference here to show on the Sales Order and Invoice.
• Section header: Enter your reference here to show on the Sales Order.
• Click Save and close.

If you have multiple items on a quote or order and multiple sections you can apply a Section Header or Client order no/type to the first item in the list. Every item underneath that will come under the same header until you reach an item that has a different header on it. That item and any other items following it will have the header you've applied to it.

For example, you might have 5 items on your quote or order. The first 2 need to be under one header and the last 3 need to be under another. You would add the header to the first item to cover that and the 2nd item. You would then add a header to the 3rd item and that would cover the 3rd, 4th and 5th items. Bear in mind that the header is only technically attached to that one item. If you change the sort order of any of the items that header will only move with the item you've put it on. Therefore, in the example above, if you moved the 5th item to be in 2nd place then it would come under the 1st item's header now, not the 3rd item's.

When you convert the Sales Quote to a Sales Order, the Client order no/type and Section Header details will be carried through.

In the Sales Quote:

• Go to the Actions Tab > Makes sales order section.
• Click Make sales order.

Any lines in the Sales Quote or Sales Order below this line will be grouped with this Section Header on the printed documents until you add a different Section Header to a line below.

Create Packing Slip

When you create the Packing Slip, these details will be printed. Click Create a Packing Slip here to see how to do this.

Create Invoice

When you create the invoice, the Client order no/type details will be printed. Click Invoice Packing Slips to see how to create your invoice.

Create Purchase Order from Sales Order

If you need to back order the goods from the Sales Order, the details will also be included on the Purchase Order. Click Purchase order from the Order goods tab of the Sales Order to see how to do this.

Return to Top of Page

Last updated: 9 September 2022