To use templates and catalogs in sales orders and quotations

You can use sales order templates for recurring sales orders from the same (group of) business partner(s) and you can use catalogs for the shopping list type of order and quotation entry.

In the Sales Order - Lines (tdsls4100m900) session, in which you can enter both header and lines on one single screen, you can manually enter sales orders, but you can also use templates if orders reoccur, or you can use catalogs. In the Sales Quotation - Lines (tdsls1600m000) session, you can enter sales quotation lines based on a catalog.

In the Account Manager Dashboard (tdsmi1500m000) session, you can use templates to directly generate a sales order for the selected business partner.

To enter sales order lines based on a template

To enter sales order lines based on a template, take the following steps:

  1. Define (a) sales order template(s).
  2. In the Sales Order - Lines (tdsls4100m900) session, click the Add a New Sales Order button to enter header data.
  3. On the appropriate menu of the Lines tab in the Sales Order - Lines (tdsls4100m900) session, click Sales Order Templates.
  4. LN checks how many templates are available for the business partner. If only one template is available, the Sales Order Template - Lines (tdsls2605m000) session is started. If more templates are available, the Sales Order Templates (tdsls2505m000) session is started.

  5. If the:

    • Sales Order Template - Lines (tdsls2605m000) session is started, you can copy all item lines, or a selection of item lines to the sales order by clicking Copy All Item Lines or Copy Selected Lines.
    • Sales Order Templates (tdsls2505m000) session is started, you can select a template and click Copy All Item Lines to copy all item lines to the sales order. If you want to select specific item lines, double-click a template. As a result, the Sales Order Template - Lines (tdsls2605m000) session is started in which you can select the lines.
To generate a sales order based on a template

To generate a sales order based on a template, take the following steps:

  1. Define (a) sales order template(s).
  2. Click Sales Order Templates in the CRM Dashboard (tdsmi1500m000) session.
  3. LN checks how many templates are available for the business partner. If only one template is available, the Sales Order Template - Lines (tdsls2605m000) session is started. If more templates are available, the Sales Order Templates (tdsls2505m000) session is started.
  4. Click Generate Sales Order on the appropriate menu of one of these sessions. As a result, a sales order is generated based on the template for the selected business partner.
Note

If you start the Sales Order Template - Lines (tdsls2605m000) session or the Sales Order Templates (tdsls2505m000) session stand-alone, and a sold-to business partner is entered, you can also generate a sales order from the template.

To enter sales order/quotation lines based on a catalog

To insert items from a catalog, you must perform the following actions:

  1. Create a product catalog. For more information, refer to Product catalogs.
  2. In the Sales Order - Lines (tdsls4100m900) session or the Sales Quotation - Lines (tdsls1600m000) session, enter sales order/quotation header data.
  3. On the appropriate menu of the Lines tab, click Insert from Catalog to start the Catalogs (tdpct0510m000) session.
  4. On the appropriate menu of the Catalogs (tdpct0510m000) session, select the appropriate catalog and click Tree Structure. As a result, either the Catalog Structure (tdpct0510m100) session or Catalogs with Item Data (tdpct0601m000) session starts in which the defined category structure is displayed.
  5. To add items to the sales order/quotation, select an item from the catalog structure and do one of the following:
    • Catalog Structure (tdpct0510m100)
      On the appropriate menu, click Item Information. As a result, the Item Information (tdpct0212s000) session starts in which you can first enter an Order Quantity and then click Order Item to order the item.
    • Catalogs with Item Data (tdpct0601m000)
      In the Item Information group box, first enter an Order Quantity and then click Order Item to order the item.

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