Task Window Templates

In certain task windows, you can set up different formats, known as templates. You can use templates to enter and review sales and purchase transactions. You can use predefined templates, those that come with Sage 50, or design your own by choosing to add or remove data entry fields. Some templates allow you to associate a form with them. You can design the form to match the design of the entry screen. How do I design a form?

You can customize templates for the following task windows:

• Quotes
• Sales Orders
• Proposals (Sage 50 Premium Accounting and higher)
• Sales/Invoicing
• Purchase Orders
• Purchases

Predefined Templates

Sage 50 provides a predefined template for the Purchase Orders and Purchases task windows: the Standard template. This template includes all purchase data entry fields.

Sage 50 provides two predefined templates for entering quotes and sales invoices: Product and Service. Each template is designed to display certain data-entry fields based on different business needs. The Product template is the default sales template and displays all invoice data-entry fields. The Service template hides unnecessary inventory-related fields, such as Quantity, Item ID, and Unit Price. Only the Description and Amount fields appear in the line item area. In the Sales Order window, only the Product predefined template is provided.

Sage 50 provides a standard template for the Proposals task window. This template includes all proposal data entry fields.

Why Customize Templates?

Some data fields may not be appropriate for your type of industry. To decide which template format is right for your business, consider the amount of detail you want to appear in the purchase and sales task windows. Hiding certain fields can simplify your data-entry process.

For example, you may want to hide the Job ID field in the line item list if your company does not track job costs. If your company does not use sales reps, you may want to hide this field from sales windows.

Sage 50 provides preprinted forms that match the predefined Product and Service sales invoice templates and Standard purchase order template. If you decide to customize a template, the information that Sage 50 displays may not match standard invoice formats. You can, however, design a form to match your template, if desired. The template you choose does not affect information listed in reports.