Main Menu > Sales Ordering > Generate Customer Order Forms |
You can generate customer order forms based on a customers' sales history using a selection of parameters.
![Generate Customer Order Forms Screen Generate Customer Order Forms Screen](./images/hmfile_hash_388cc8da.png)
Generate Customer Order Forms Screen
Parameter Name |
Description |
Starting Date Ending Date |
Enter the dates for the period of sales you want to search to determine what products appear on the order forms |
Starting Customer Ending Customer Selected Customers Starting Account Manager Ending Account Manager Selected Account Managers Starting Market Code Ending Market Code Selected Market Codes Selected Classes Selected Customer Groups |
Parameters to restrict the customers you wish to generate order forms for |
Warehouse Code |
Enter the warehouse you want to search sales from |
Separate form per Delivery Code |
Yes - Generates a separate form for each customer for each delivery code based on sales for that delivery code No - Sales for all delivery codes will be consolidated and a single form will be generated for each customer |
Separate form per Warehouse |
Yes - Generate a separate form for each customer for each warehouse based on sales from that warehouse No - Sales for all warehouses will be consolidated and a single form will be generated for each customer |
Minimum Times Sold |
The minimum amount of times a product has been sold within the selected period for it to appear on the order form |
Sort Products By |
Product Code - Sorts products by Product Code on the order form Product Group - Sorts products by Product Group on the order form Description - Sorts products by Description on the order form |
Sort Forms By |
Customers - Generate forms in order by Customer Code Rep Code (Customer) - Generate forms in order by Rep Code (Customer) Market Code - Generate forms in order by Market Code Customer Group - Generate forms in order by Customer Group Warehouse - Generate forms in order by Warehouse |
When desired parameters have been entered your orders forms will be generated.
![Sample Customer Order Form Sample Customer Order Form](./images/hmfile_hash_6ef938d3.png)
Sample Customer Order Form
Please refer to Price Comparisons & Customer Order Forms for more information.