Merchants often need to repeat customer orders, or produce very similar orders with slightly different products, quantities, or contact details. Users can use pre-sets to save sale order detail for future sales, including customer details, accounting details, shipping/billing details, and order products and quantities. 

Prerequisites:

• Processing a sale

Table of Contents

• Create a new preset from sale order details
• Use a preset
• Delete a preset

Create a new preset from sale order details

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Create a sale order from Sale → New Simple/Advanced/Service sale, or select a sale order in draft status.

Fill in the document header and quote and/or order details, but do not authorise the sale order. Click Save as preset to save the order details for use for future sales.

Use a preset

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Create a sale order from Sale → New Simple/Advanced/Service sale, or select a sale order in draft status. Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the sale order fields with the saved information. 

NOTE: Presets containing stock items can be applied to service sales, however product details will not be copied. Customer, accounting, and shipping details will be filled in with preset values. 

Delete a preset

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Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the sale order fields with the saved information. Click Delete preset to remove this preset from DEAR.