The Order Class is a means of analysing Orders for reporting or prioritising. When entering an Order, it is assigned an Order Class, and this is visible in the 'Orders: Browse' window. It is also printed in the Order Stock report.

The 'Order Classes: Browse' window lists the available Order Classes: double-click to modify or click [New] to create a new record.

In the 'Order Class: New' window, you should enter a code and a short descriptive text. The code may contain up to five characters, and you may freely mix letters and numbers.

You can have Activities created automatically from Orders of this Class when they are saved for the first time. The Task Type of these Activities will be To Do, and the Symbol will be Other. The Start Date will be the Order Date. If you would like this to happen, enter the Activity Type to be used for these Activities in the Activity Type field. Choose the Salesman From Order option if you would the Activity to be created in the name of the Salesman of the Order. Choose the Use Salesman: option to have all such Activities created in the name of a particular Person, and enter their initials in the field next to this option.

The Order and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Order quickly and easily when reviewing the Activity, or to open the Activity from the Order. When viewing the Activity or Order, click the button with the paper clip image to open a list of attachments. Then double-click an item in this list to open it.

Click [Save] to save changes.

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