How to Edit Sales Order Entry Layout

Sales Orders/Quotes>Sales Order Entry

1. Once in the Sales Order Entry screen go to the Information tab and select Edit Layout.
2. From here you can name the layout, select who can access it, and select the branch.
3. Click “Add/Remove Fields” to select what fields you want to see in the layout.
4. Check the boxes next to the fields you would like to add.
5. In the bottom box, you can drag and drop fields and also resize them, to align them in an order that makes sense for users entering orders.
6. Using “Adjust Tab Order” you can select which fields contain a tab stop and the order in which tabbing will occur.

Additional Information:

Help link:

http://documentation.dmsi.com/agility/prod/General_Concepts/myuidesigner.htm