Recurring sales lines for return registration

Article02/09/20242 min read

In many cases, you know which empty goods items a customer will return to you on a regular basis. To increase the efficiency in the return process, you can make use of recurring sales lines that will automatically inserted on the Return Entry page.

To Create Generic Recurring Sales Lines

  1. Select the Search icon , enter Recurring Sales Lines, and then choose the related link.
  2. On the Recurring Sales Lines page, select New.
  3. Fill in the fields as necessary. Hover over a field to read a short description.
  4. On the Lines FastTab, select the empty goods items that you want to include on this Standard Sales Lines Card.
Note

Generic recurring sales lines are very useful if you have groups of customers that buy more or less the same products. On the customer card, you only have to select the corresponding code. The list will be applied in the return process.

To Connect Generic Recurring Sales Lines to a Customer

  1. Select the Search icon , enter Customers, and then choose the related link.
  2. Open the relevant customer card.
  3. On the action bar, select Related > Sales > Recurring Sales Lines.
  4. On the Recurring Sales Lines page, select the relevant code for the customer.
  5. In the Insert Rec. Lines On Return Entry field, select Automatic if you want the system to insert the lines automatically on the return entry page (recommended).

To Create Customer Specific Recurring Sales Lines

  1. Select the Search icon , enter Customers, and then choose the related link.
  2. Open the relevant customer card.
  3. On the action bar, select Related > Sales > Recurring Sales Lines.
  4. On the Recurring Sales Lines page, on the action bar, select Customer Specific Code. The system creates a Code that is the same as the Customer number and connects it with the customer in the Customer No. field.
  5. On the Lines FastTab, select the empty goods items that you want to include in this Customer Specific Standard Sales Lines Card.