Before you enter new orders, you should define the following Order Entry information:

• Ship-via codes

• Miscellaneous charges

• Salesperson commission rates

• Templates

You should also use the Options form to:

• Verify the prefixes and numbers you want Order Entry to assign to orders and invoices, if you want the numbers assigned automatically.

• Select the options to use when processing orders and invoices.

• Select a default order template (optional).

• Specify the default order unit of measure.

• Define any optional fields you want to add to the Order Entry form.

You must also set up the following information:

• Bank, tax, and currency records in the Common Services folder.

• Customer, ship-to location, payment terms, credit checks, and salesperson records in Accounts Receivable.

Non-existent customer records. You can enter an order for a customer who is not in Accounts Receivable, but you must add the customer before you post an invoice for that customer in Accounts Receivable.

One-time customers. If you frequently have one-time cash sales, create a record for one-time customers in Accounts Receivable.

• Item, price list, location, account set, and category records in Inventory Control.

• If you use Payment Processing, processing codes and payment codes for credit card processing.

Processing codes. Processing codes specify the merchant account, bank, and currency that will be used when processing a credit card transaction. You set up processing codes in Common Services > Payment Processing > Setup > Processing Codes.

Payment codes. To process credit card transactions in Sage Payment Solutions, you must set up at least one payment code that uses the payment type SPS Credit Card. You set up payment codes in Accounts Receivable > Setup > Payment Codes.