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Source "terms" onto sales order- cash sale
Hi!
Most of our sales are paid by credit card. Therefore, we have sales order- cash sale as our preferred sales order form.
however, we do have some business that has terms with us (net 30 etc).
The problem is that when a customer places an order we don't know if they have terms with us unless we first go to the customer record and check.
We place many orders every day and there isn't time to first check a customer recordk, then open up a sales order-- we need to see right from our preferred sales order form what the terms are. If they are indeed net 30, then we can change to Cash Sale- Invoice.
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