Templates Form — Customer Tab

Use this tab to:

• Specify a shipping method (ship-via code) for the template.

• Assign the customer type.

• Specify the default tax group.

• Select a default price list and terms code.

• Specify an optional territory code for the template.

Click these buttons for more help:

Finder

or Zoom

Drop-Down Lists

Click the link below for help using the Order tab:

 

Order

See also

 

Adding templates

Deleting templates

Editing templates

Miscellaneous Charges Form

Options form — overview

Ship-Via Codes form

Steps for setting up Order Entry