Aide · silicon ioi

Definition of template (Ord/Del/Inv) for a customer

Fiche

It is now possible to define multiple Order, Delivery, and Invoicing templates for a customer, and select them as needed.

Example : Default addresses appear in bold.

When a customer is selected and multiple options are available, a selection window automatically pops up to present the different choices.

Once an option is selected, the three fields related to the customer are automatically filled in.

Info

It is possible that the customer ultimately selected differs from the one initially chosen.\nFor example, in the case of a group, you can select the group as the customer, but the system will then prompt you to choose:

  • the entity placing the order
  • the one to be delivered
  • the one to be invoiced

This allows for flexible management of complex cases (multi-site customers, group, etc.).