Set Up Form Options for Sales Orders

ClosedBefore you can perform this task

Turn on the sales order feature

You can choose a Sage 50 Form or a pre-printed form to be your default template when you print a sales order.

To select:

ClosedA standard Sage 50 Form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Sales Orders.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Description box, select a template.
  5. Click OK.

ClosedA Sage 50 Form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Sales Orders.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Description box, select User-defined Sales Order.
  5. Click Browse.
  6. In the Select Sage 50 Form window, select the file you have saved, and click Open.
  7. Click OK.

ClosedA pre-printed form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Sales Orders.
  3. Under the Printer Form Settings section, click Pre-printed.
  4. From the list In the Form Type box, select a pre-printed form template.
  5. Click OK.

What do you want to do?

Change the default settings used to print or e-mail sales orders

Print the subtotal on sales orders

Select the default form for e-mailing sales orders

Create a custom sales order based on a Sage 50 Form

Find the keyboard shortcut to open the form options for sales orders