Sales order settings

Payment terms

Specify payment terms.

Prepayment

Select Prepayment if you want to receive payment before shipping the products.

Subsequent payment

Select Subsequent payment if you allow products to be shipped before payment.

The selected option affects the outgoing invoice and delivery creation settings.

Select the payment method.

Delivery

Select the delivery method.

If you select the delivery method, you can specify the estimated delivery date, address, and costs.

Delivery date

This date is used as the target delivery date in the outgoing delivery.

Partial shipment

Activate Partial shipment if you allow products to be shipped in multiple shipments.

E-Mail

To specify the text for e-mails in sales orders, activate the option Specify e-mail text and enter the required text in the field E-mail text.

Contact email

This is the e-mail of your customer and is taken from the business partner details.

The e-mail status is based on the contact e-mail. If you send an e-mail to a different e-mail address than the contact e-mail, the e-mail status will not be updated.

Order confirmation e-mail

Select Automatic if you want to send an order confirmation e-mail just after an offer has been accepted. Select Manually if you want to send an order confirmation e-mail e-mail manually.

The order confirmation e-mail is available if you use inventory management only.

Invoice e-mail

Select Automatic if you want to send an invoice e-mail just after an offer has been accepted. Select Manually if you want to send an invoice e-mail manually.

Delivery e-mail

Select Automatic if you want to send a delivery e-mail just after an offer has been accepted. Select Manually if you want to send a delivery e-mail manually.

The delivery e-mail is available if you use inventory management only.

Reset

Click to revert to the default settings.