Using 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, you can manually specify 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 specify 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.

Specifying sales order lines based on a template

To specify sales order lines based on a template:

  1. Specify one or more sales order templates.
  2. In the Sales Order - Lines (tdsls4100m900) session, click the Add a New Sales Order button to specify header data.
  3. From the appropriate menu on the Lines tab in the Sales Order - Lines (tdsls4100m900) session, select Sales Order Templates.
  4. LN verifies 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.
    • 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.
    • If the 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. To select specific item lines, double-click a template. The Sales Order Template - Lines (tdsls2605m000) session is started in which you can select the lines.
Generating a sales order based on a template

To generate a sales order based on a template:

  1. Specify one or more sales order templates.
  2. In the CRM Dashboard (tdsmi1500m000) session, click Sales Order Templates.
  3. LN verifies 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. From the appropriate menu in one of these sessions, select Generate Sales Order. A sales order is generated based on the template for the selected business partner.
Note

If a sold-to business partner is specified in the Sales Order Template - Lines (tdsls2605m000) or Sales Order Templates (tdsls2505m000) sessions, you can generate a sales order from the template also from these sessions.

Specifying sales order lines and quotation lines based on a catalog

To insert items from a catalog:

  1. Specify a product catalog. For more information, refer to Product catalogs.
  2. In the Sales Order - Lines (tdsls4100m900) session or Sales Quotation - Lines (tdsls1600m000) session, specify sales order or quotation header data.
  3. From the appropriate menu on the Lines tab, select Insert from Catalog to start the Catalogs (tdpct0510m000) session.
  4. From the appropriate menu in the Catalogs (tdpct0510m000) session, select the appropriate catalog and click Tree Structure. Consequently, 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 or quotation, select an item from the catalog structure and perform this:
    • Catalog Structure (tdpct0510m100)
      From the appropriate menu, select Item Information. The Item Information (tdpct0212s000) session starts in which you can first specify an Order Quantity and then click Order Item to order the item.
    • Catalogs with Item Data (tdpct0601m000)
      In the Item Information group box, first specify an Order Quantity and then click Order Item to order the item.

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