Set Up Standard Sales or Purchase Lines
In Business Central , you can specify how the standard sales or purchase codes will be entered when you are creating the specified sales or purchase documents.
The following procedure describes how to set up a standard sales line, but the same steps apply to setting up standard purchase lines on the Purchases & Payables Setup page.
To set up a standard sales line
- Choose the
icon, enter Sales & Receivables Setup, and then choose the related link. On the Std. Customer Sales Codes FastTab, fill in the fields as described in the following table.
Field Description Insert Std. Cust. Sales Lines Specify the method by which to insert the standard customer sales lines.
- Manual - You must insert the standard sales lines that you set up for that customer. If you select this option, then you will not be able to select the Quotes, Orders, Invoices, or Credit Memos fields on the Sales & Receivables Setup page.
- Automatic - Automatically insert standard sales lines on sales documents that you create for a customer.
- Always Ask - Display a page with all the existing standard sales codes that you set up for the customer.Quotes Select to insert standard sales lines on sales quotes. Orders Select to insert standard sales lines on sales orders. Invoices Select to insert standard sales lines on sales invoices. Credit Memos Select to insert standard sales lines on sales credit memos. Choose the OK button.