Open the Recurring Sales Lines window.
Specifies the recurring sales lines that are assigned to the customer from which you opened the window.
You can set up standard sales lines for recurring sales, such as a monthly replenishment order from a customer. You can then assign the standard sales lines to customers so that you can quickly insert them on sales quotes and sales invoices for the customer. You set up standard sales lines in the Standard Sales Lines window.
Related Tasks
The following table shows tasks that are related to this window, with links to the topics that describe them.
To | See |
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Set up standard sales lines to quickly fill recurring purchase lines. | |
Assign standard sales lines to customers. | How to: Assign Standard Purchase and Sales Lines to Vendors and Customers |
Insert standard sales lines on sales documents. | How to: Insert Standard Purchase and Sales Lines on Documents |
Create a customer card for each customer that you sell to. | |
Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice. | |
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms. |
Tip |
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