Select this check box if you want Sage Line 50 to default to the A/C Ref box in the New/Edit window from the Invoicing and Order Processing options. If de-selected, Sage Line 50 defaults to Invoice Type/Order Type.

Select this check box if you want Sage Line 50 to default to the Quantity box in the Product Item Line window of a Product Invoice or Credit Note, as well as on a Sales or Purchase Order. If de-selected, Sage Line 50 defaults to the Product Description box.

Select this check box to allow you to use the special stock codes available from the Invoicing, SOP and POP modules. This check box is selected by default.

If you want to place all of the items on your purchase orders 'on order' automatically, leave the Place Products On Order Automatically check box selected. If you do not want to place the products on order, clear this check box. For more information refer to the procedure To Use the ShortFall Generator.

Use this option to ensure that you do not overwrite the automatically assigned invoice, sales order or purchase order number. The Autonumber facility is unlocked when you use Sage Line 50 for the very first time.
If you want to be able to assign your own number to a new invoice, credit note, sales order or purchase order, deselect this check box.

Select the type of invoice you create most frequently from this drop-down list. For example, you might use service invoices for 99% of the invoices you create. When you use the invoicing option, the type of invoice you have selected from here will already be selected for you. This saves you time when entering your invoice and you do not have to select the correct invoice type each time.
You can choose from: product invoice, product proforma, product quote, product credit, service invoice, service proforma, service quote and service credit.

Select the type of sales order you create most frequently from this drop-down list. When you use the sales order option, the type of sales order you have selected from here will already be selected for you.
You can choose from product sales order, product proforma (SOP) and product quote (SOP).

Select this check box to post all invoices which have been created via Sales Order Processing, with the sales order number as the transaction reference on the audit trail. Clear this check box to post all such invoices with the invoice number as the reference.

Select this check box to update your invoices and credit notes by customer department.

Select this check box to enter the default text that will automatically appear as the posting details of each service invoice and credit note you create. Enter the text you require in the box provided.

Use the drop-down list to choose whether you want to apply quantity and value discounts to customers who are already getting a reduced price by being part of a price list. You can choose from the following options.
Always apply customer qty & value discounts
Select this option if you always want to apply quantity and value discounts even if the selected customer belongs to a price list.
Do not apply Qty & Value Discounts when Price List is used.
If you do not want quantity and value discounts to be applied if the customer belongs to a price list, select this option. Note: You can still apply a discount % or value from within the Item Line window.
Note: These options only effect the quantity and value discounts. The Settlement Discount from the Credit Control tab and the Disc % from the Customer record Defaults tab are unaffected and will always be applied regardless of whether a customer is a member of a price list.

Select this check box to calculate the discount for each item of an invoice or sales order from the unit price of the item, i.e. (unit sales price - discount) x quantity.
Leave de-selected to calculate the discount from the total of each item, i.e. (quantity x unit sales price) - discount.

Select the delivery address that you want to use as the default for your purchase orders. Select from the customer, supplier or company default delivery address from the drop-down list. If you choose to use the company delivery address, the default company address appears automatically as the delivery address on your purchase orders. If you choose the customer or supplier delivery address, the default address for the selected customer or supplier account will be used.