TASBooks - Skeleton orders and text blocks

When you create sales orders in your TAS company, you may notice that some customers often order the same products over and over again. In order to make the inputting of repeat sales order details more efficient, you can create skeleton orders. For example, if a customer regularly order three or four products together, by setting up a skeleton order, you won't need to key in these product details each time.

You can also enter blocks of text that you can use regularly in invoices, for example, for standard clauses, payment terms and conditions etc. By setting up these regularly used text blocks, you can quickly add up to ten lines of text at one time.

The following steps contain everything you need to create skeleton orders and text blocks in TASBooks.

To create or edit a skeleton order

  1. Sales Orders > Utilities > Maintain Skeleton Orders (option 683).
  2. Code > enter a new code for this skeleton, or to edit an existing skeleton > press F2 > select the relevant skeleton from the lookup list.
  3. Desc > enter a description for the skeleton.
  4. To add a product to the skeleton order > on the next available line, complete the following information:
  5. Product Code Enter the product code. Alternatively, press F2 > select the product from the lookup list.
    Description If required enter a description.
    Quantity Enter the quantity.
    Disc% Enter the discount percentage, if applicable.

    Tip: If required, you can amend the quantity and discount when you use this skeleton to produce a sales order.

  6. Repeat step 4 until all of the required products have been added.
  7. To save the skeleton > Save.
  8. To close the Maintain Skeleton Orders window > Cancel.

Tip: To recall the skeleton when you next enter a sales order, enter # in the product code area. Then press F2 and select the required skeleton from the lookup list.

To add a text block

  1. Depending on your TASBooks licence, browse to one of the following menu options:

    • Products > Product and Services > Enter / Change Free Format Text Blocks (option 514).
    • Stock > Product and Services > Enter / Change Free Format Text Blocks (option 514)

  2. Text Block Code > enter the code you want to use to recall this text block. Alternatively, to edit an existing text block > press F2 > select it from the lookup list.
  3. Description > enter a description for this text block.
  4. Tip: This will help you to identify it when selecting the text to apply to your sales orders, invoices etc. For example, payment terms.

  5. Enter the text lines required.
  6. To save the text block > Save > Yes.
  7. To close the Enter / Change Free Format Text Blocks window > Cancel.

Tip: To recall a text block when you next enter a sales order, enter ! in the product code area. Then press F2 and select the required text block from the lookup list.

The following steps contain everything you need to create skeleton orders and text blocks in TASBooks.

To create or edit a skeleton order

  1. Sales Orders > Utilities > Maintain Skeleton Orders (option 683).
  2. Code > enter a new code for this skeleton, or to edit an existing skeleton > press F2 > select the relevant skeleton from the lookup list.
  3. Desc > enter a description for the skeleton.
  4. To add a product to the skeleton order > on the next available line, complete the following information:
  5. Product Code Enter the product code. Alternatively, press F2 > select the product from the lookup list.
    Description If required enter a description.
    Quantity Enter the quantity.
    Disc% Enter the discount percentage, if applicable.

    Tip: If required, you can amend the quantity and discount when you use this skeleton to produce a sales order.

  6. Repeat step 4 until all of the required products have been added.
  7. To save the skeleton > Save.
  8. To close the Maintain Skeleton Orders window > Cancel.

Tip: To recall the skeleton when you next enter a sales order, enter # in the product code area. Then press F2 and select the required skeleton from the lookup list.


To add a text block

  1. Depending on your TASBooks licence, browse to one of the following menu options:

    • Products > Product and Services > Enter / Change Free Format Text Blocks (option 514).
    • Stock > Product and Services > Enter / Change Free Format Text Blocks (option 514)

  2. Text Block Code > enter the code you want to use to recall this text block. Alternatively, to edit an existing text block > press F2 > select it from the lookup list.
  3. Description > enter a description for this text block.
  4. Tip: This will help you to identify it when selecting the text to apply to your sales orders, invoices etc. For example, payment terms.

  5. Enter the text lines required.
  6. To save the text block > Save > Yes.
  7. To close the Enter / Change Free Format Text Blocks window > Cancel.

Tip: To recall a text block when you next enter a sales order, enter ! in the product code area. Then press F2 and select the required text block from the lookup list.

© Sage (UK) Ltd 2016. All rights reserved

Sage