How do you add or remove sales order types?

The Sales Order Type field on the Sales Order Info (tab) is a self-populating list, accumulating types that are entered by various users. To add a new Sales Order Type, manually type a new “type” in the Sales Order Type field. Once entered, it will be available for other sales staff to select in the future.

Removing a Sales Order Type is a bit more involved.

1. Open the Sales Order List
2. Using the Options button, filter the list to show only the individual type to be removed by selecting the Filter Type field.
3. Click Close & Filter
4. Open each sales order shown and remove the Sales Order Type reference by clicking in the field and pressing the delete key on your keyboard. Or you can also assign a different type.
5. Repeat this for all sales orders that have the type you want to remove.
6. Once the type has been removed from all sales orders, it will no longer be available in the SO Type list.

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