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Row Menu - Sales Order - Add Header Line

This page describes the 'Add Header Line' function on the Row menu in the Sales Order record window. If you are using iOS or Android, the 'Add Header Line' function is on the Tools menu (with 'wrench' icon).

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You can use the 'Add Header Line' function in an Order when you need to insert a row above the Order Items where you can enter some descriptive text. You can use this function at any time while entering the Order, as follows:

  • Place the insertion point anywhere in the Order row that is to be the first row after the header row. Open the Row menu by right-clicking (Windows) or ctrl-clicking (Mac OS X) the row number, and select the 'Add Header Line' function. If you are using iOS or Android, select 'Add Header Line' from the Tools menu (with 'wrench' icon). A special "Header" row will be inserted in the grid above the row containing the insertion point.

  • Place the insertion point in any field outside the grid on the 'Items' card and select this function (if you are using Windows or Mac OS X, right-click or ctrl-click any row number). A special "Header" row will be inserted in the grid as the first row.
In this "Header" row, you can type the descriptive text in the field to the right of the "Header" text, as has been done in row 1 in the illustration below:

When you design the Form Template to be used when printing Orders, you can specify that the special "Header" row will be printed in a different Style to the rows containing the Items (e.g. font, font size, etc). To do this, use the 'Row Styles' function on the Operations menu of the Form Template window.

"Header" rows will be transferred to all Invoices created from the Order, but not to Deliveries.

If you have issued at least one Delivery from an Order, you will only be able to add a “Headerl" row below the rows that have been delivered.

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The Sales Order register in Standard ERP:

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