Maintain Sales Order Templates
You can set up different formats, known as templates, for entering and reviewing data in the various task windows. When you select the Layout toolbar button and then select Customize Sales Order Layout in the Sales Orders window, Sage 50 displays the Maintain Sales Order Templates window, where you can create your own template or modify an existing one. Templates are designed by choosing to add or remove data entry fields. You can also associate a form with the template and choose to remove or add fields from the form as well. You can also make other changes to the form such as adding a logo or changing the font used on the form. Learn more about designing forms.
Predefined templates cannot be edited or deleted. To customize a template, you must first create a new one or edit an existing customized template.
Why
use templates?