Configure Order Entry

Configure and set your company's preferences for the Order Entry application. For example, you can:

  • Choose from a range of preconfigured Order Entry workflows or create your own advanced workflow.
  • Decide whether to enable the merging or splitting of transactions. For example, you could merge sales orders to ship items from different orders together.
  • Enable features that allow you to sell specialized types of items, such as items that have a contract period and kits that include multiple items.
  • Select options for pricing and discounts.
Subscription

Order Entry

Regional availability

All regions
User type Business user with Admin privileges
Permissions

Administration:

Application Subscriptions: List, View, Subscribe, Configure, Remove

Configure the Order Entry application

When you first set up Order Entry, you need to select or install a workflow that determines the type of transactions you can create and how they flow through the system. Other options enable you to further customize how Order Entry works to suit your company's needs.

  1. Go to Order Entry > Setup > Configuration.

  2. Select or install a workflow for Order Entry.
    • By default, Sage Intacct offers a set of preconfigured workflows for you to choose from. To help you select the right workflow, a diagram shows the workflow progression and the status of the order at each step along the way.
    • Companies that need to customize their workflow further can create and install an advanced workflow. Learn more about the requirements for advanced workflows.
  3. If you are using a standard workflow, go to the Accounting section and select your GL accounts.
  4. Select other options as needed. Learn about all Order Entry configuration options.
  5. When you're done, select Save