Manage document types and work flows
To modify workflows for sales orders, you can use the Sales orders preferences (SO101000) window. You can create more order types by modifying order type settings or templates if the Custom order types functionality is enabled in the Enable/disable functionalities (CS100000) window.
These topics provide descriptions of all applicable options.
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About predefined types of sales orders
A sales order is an internal document that you use to record a customer’s purchase order.
About custom order types
Visma Net provides predefined order types, such as quote, sales order, credit note, invoice order, and return for credit, for common order processing operations, as described in: About predefined types of sales orders.
About credit checks in the Sales workspace
This topic describes the credit check settings for sales orders and invoices in the Inventory workspace.
About invoices in the sales workspace
Invoices of different types that you can view and edit by using the Customer invoices (SO303000) window are actually customer ledger documents that originate in the Inventory workspace.
About payment reservation for sales orders
Many businesses perform sales on credit: A customer order is paid after the order has been shipped and an invoice for the shipped goods and services has been generated and sent to the customer.
Display profit and margin totals
You can display or hide the unit cost and profit and margin totals in the Sales orders (SO301000) and Sales orders (SO30100S) windows.
Change customer location on customer invoice
In Visma Net, you can change the customer location on a customer invoice, even when it already has lines.