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      <blockquote>
        <div class="ho_OverviewHeading"><a name="828173">Preferences window</a>—Sales view</div>
        <div class="b_Body"><a name="824792">This window enables you to set preferences for your sales. </a></div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd818195&quot;);">
          <span class="N_007eProcBullet"></span><a name="818195">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd818195", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd818195", false);</script>
        <div class="hps_ProcedureSubheading"><a name="835551">Automatically </a><span style="font-style: italic;">Print/E-mail/Fax/Save to Disk</span> Sales When They are Recorded (Invoices, Orders and Quotes)</div>
        <div class="b_Body"><a name="838262">If you want to automatically print, email, fax or save to disk your sales (except Miscellaneous sales) when you </a>record them, select this option and then select your preferred default action from the list.</div>
        <div class="b_Body"><a name="835555">Note that the form template that will be used when automatically printing, emailing, faxing or saving a sale is </a>the form that’s selected in the Printed Form field of the Selling Details view of the customer’s card.</div>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="839528">&nbsp;</a></div>
        <div class="lc_LearningCentreXref"><a name="839529">The POSTbillpay method can’t be used with faxed M-Powered invoices.</a></div>
        <div class="hps_ProcedureSubheading"><a name="837992">Print Packing Slips When </a><span style="font-style: italic;">Invoices/Orders/Invoices and Orders</span> are Printed</div>
        <div class="b_Body"><a name="835600">If you want to automatically print a packing slip when you print an invoice or order, select this option. If you </a>select this option, you need to select whether you want to print packing slips when printing invoices only, orders only, or both invoices and orders.</div>
        <div class="hps_ProcedureSubheading"><a name="835615">Print Labels When Sales are Printed (Invoices, Orders, Quotes)</a></div>
        <div class="b_Body"><a name="835621">If you want to automatically print a mailing label when you print an invoice, order or quote, select this option.</a></div>
        <div class="hps_ProcedureSubheading"><a name="835629">Warn if Customer has an Outstanding Credit Before Applying a Payment</a></div>
        <div class="b_Body"><a name="838332">If you want to be alerted when you select a customer in the Receive Payments window that has outstanding </a>credits with your company, select this option.</div>
        <div class="hps_ProcedureSubheading"><a name="835641">Apply Customer Payments Automatically to Oldest Invoice First</a></div>
        <div class="b_Body"><a name="838350">If you want to automatically apply customer payments to the oldest outstanding invoices when recording </a>payments in the Receive Payments window, select this option. You can redistribute the payment to other invoices if you want.</div>
        <div class="hps_ProcedureSubheading"><a name="838435">Show Customer Purchase Number in Receive Payments</a></div>
        <div class="b_Body"><a name="838436">If you want to show the customers’ purchase order numbers in the Receive Payments window and Settle </a>Returns &amp; Credits windows instead of your invoice numbers, select this option.</div>
        <div class="hps_ProcedureSubheading"><a name="838418">Make a </a>Contact Log Entry for Every Sale [System-wide]</div>
        <div class="b_Body"><a name="838450">If you want to create a log entry every time you record a sale for a customer, select this option.</a></div>
        <div class="hps_ProcedureSubheading"><a name="837740">Warn for Duplicate </a><span style="font-style: italic;">Invoice/Customer PO/Invoice and Customer PO</span> Numbers on Recorded Sales [System-wide]</div>
        <div class="b_Body"><a name="838465">If you want to be alerted when you attempt to record a sale that has a invoice number or customer purchase </a>order number that you have already used, select this option. If you select this option, select whether you want the alert to appear only when duplicate invoice numbers, customer purchase order numbers, or both invoice numbers and customer purchase order numbers are detected.</div>
        <div class="b_Body"><a name="838472">Note that if you select this option, it may take more time to record a sale. Note also that the selection you make </a>in this field will determine which records are checked for duplicate numbers when importing sales.</div>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="839539">&nbsp;</a></div>
        <div class="bnL_NoteBodyLast"><a name="839540">Select “Warn for duplicate numbers” if you use M-Powered Invoices.</a></div>
        <div class="hps_ProcedureSubheading"><a name="835694">Retain Original Invoice Number on Backorders [System-wide]</a></div>
        <div class="b_Body"><a name="838515">If you enter a quantity in the Backorder column of an item sale, an order will automatically be created for the </a>items when you record the sale. If you want to assign the invoice’s number to the order that is automatically created, select this option. If you don’t select this option, the next available invoice number will be allocated to the order.</div>
        <div class="hps_ProcedureSubheading"><a name="835711">Retain Original Invoice Number when Quotes Change to Orders or Invoices [System-wide]</a></div>
        <div class="b_Body"><a name="838539">If you want to retain the invoice number assigned to a quote when changing it to an order or invoice, select </a>this option. If you don’t select this option, the next available invoice number will be used on the order or invoice.</div>
        <div class="hps_ProcedureSubheading"><a name="835723">Delete Quotes upon Changing to and Recording as an Order or Invoice [System-wide]</a></div>
        <div class="b_Body"><a name="838557">If you want to delete a quote when you change it to an order or invoice, select this option.</a></div>
        <div class="hps_ProcedureSubheading"><a name="835735">If Credit Limit is Exceeded on Sale, </a><span style="font-style: italic;">Warn and Continue/Prevent Unless Overridden</span> [System-wide]</div>
        <div class="b_Body"><a name="835737">If you have signed in to your company file as the Administrator, you can choose whether you want to be </a>warned or prevented from recording an invoice when the customer’s credit limit will be exceeded as a result of recording the sale. If you want to be alerted, select this option and then choose the default action:</div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="835742">Warn and Continue:</a></span> If you just want to be alerted that the customer’s credit limit has been exceeded or the sale you are entering will exceed it, select this option. You can choose to continue with the sale or cancel it.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="835743">Prevent Unless Overridden</a></span><span style="font-style: italic;">:</span> If you want to prevent users from recording sales for customers whose credit limits have been exceeded or will be exceeded as a result of recording the sale, select this option and then enter the override password that will allow them to go ahead with the sale anyway. You should only give this password to users who are authorised to approve sales to customers who exceed their credit limit.</div>
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        <div class="hps_ProcedureSubheading"><a name="836938">Terms</a></div>
        <div class="b_Body"><a name="838606">If you want to set the default credit terms provided to your customers, click this button. The default terms will </a>only apply to new customer records you add to the Card File.</div>
        <div class="hps_ProcedureSubheading"><a name="825141">OK</a></div>
        <div class="b_Body"><a name="825145">If you want to close this window, click OK.</a></div>
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        <div class="Sample_heading"><a href="110500c-03.htm#832137" name="824990">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="838032">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="sales.7.1.htm#1165286" name="839568">Sales</a></span></div>
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