Sales Order App Preferences

Preferences for the Sales Order app in Method.

Updated over a week ago

Note: QuickBooks Online currently does not support sales orders, even though Method does. Thus, if you create a sales order in Method, this will not sync to QuickBooks. However, if you create an invoice from this sales order, the invoice will sync as usual.

The Sales Orders Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [] on your Sales Orders App and selecting Preferences.

This will open up the preferences screen for your Sales Orders. When a sales order is created, you are given the option to print or email a notification to the customer. This screen will set those defaults.

  • Email Outgoing Activity Type: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.

  • Email Notification Template: Email Template used when clicking the Email button on the sales order, which sends an email to the customer. To edit this template, using Method's Send Email App, and select Edit Templates.

  • Print Template: When the Print button is clicked on the sales order, a PDF file will be created and will use the template chosen here. To edit this template, you need to use Method's Web Report Designer tool.

  • SMS Notification Template: This is the template used for the SMS message that can be sent out from the transaction. To see a preview of what it will look like, click the Preview button. Note: Do not change Company.CompanyName nor UrlforPortal. Those will be replaced by your company name and a link to the customer's portal.

NOTE: If a template dropdown is left blank, a default template is used.

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