How to Set a Customer to C.W.O or Pro Forma Only

STEP 1

Navigate from the Main Menu to Customers.

STEP 2

Select the customer you would like to set to C.W.O or Pro Forma Only and either double click on them or use the  button.

STEP 3

Select the Financial tab from the left hand side and from here tick the C.W.O or Pro Forma Only button towards the top of the screen.

STEP 4

Use the flag icon at the bottom right of the window to save your changes.

STEP 5

The next time you try to raise a Sales Order for that customer you have just set up to C.W.O or Pro Forma only you will receive the following warning.