Adding a Sales Invoice Plan Template to a Product

Zumzum Financials Knowledge Base

    Before being able to use the Sales Invoice Plan feature, a product should be linked to the Sales Invoice Plan Template.

    1. Find the Product record
    2. Navigate to the Product Sales Invoice Plan Templates related list
    3. click on the New button.
    4. Use the lookup button to select a Sales Invoice Plan Template
    5. Select Save

    Alternatively, if you are working on the Sales Invoice Plan Template, then you are able to acheive the same result by following these steps:

    1. Find the Sales Invoice Plan Template
    2. Navigate to the Product Sales Invoice Plan Template related list
    3. click on the New button.
    4. Use the lookup button to select a Product
    5. Select Save

     

     

     

    in Product settingsSalesSetup Tags: salesSales Invoice