Sales order (light) is a simplified version of the sales order printout for one specific sales order. It shows the same basic information as the standard sales order - customer and any delivery address, order number, subject, item lines with quantity, price and discount as well as price totals and VAT - but in a more compact layout. You use the light version when you want to give the customer a clear overview of the order without all the details from the full printout.
The printout gathers the information for the selected sales order on one document: the customer's name and address, any delivery address, order number and subject as well as the item lines on the order. At the bottom, price totals and VAT are shown, and the document can have your logo at the top and your footer with company information.
Compared to the full sales order printout, the light version is trimmed, so it takes up less space and is quicker to get an overview of. The content is otherwise the same base data foundation as the standard sales order.
The printout is created from the sales order you have opened and has no user-selected parameters. So you do not need to fill in anything in a dialog - the content and layout itself (for example whether prices, VAT texts, delivery address and logo are shown) is controlled by the fixed report settings set up for your solution.
Sales order (light) is started from Financial on the sales order you want to print.
1. Open the sales order you want to print. 2. Click the printer icon in the top right corner. 3. Select the light version of the sales order printout in the print dialog.
The printout is created as a PDF, which you can print or save.
The sales order (light) also has a long range of settings that control its appearance and behaviour but are not shown in the print dialog. They can be turned on/off or adjusted by support per company. If you want the sales order customized, contact support and refer to the relevant setting below. The technical name of each setting is shown in parentheses.
VAT
Control VAT on item lines — auto, with VAT or without VAT (vatOnLines)
Customize VAT texts: VAT, VAT-exempt and the text for used-margin serial-number items (vattext, wowattext, usedvattext)
Show the customer's VAT/CVR number next to the customer name (showCustomerVATno)
Font and borders
Choose the font for the whole printout (fontType)
Left/right borders on item lines (siteBorder)
Logo
Show or hide the top logo and choose which logo is used (showLogo, logoName)
Adjust the logo's margins — left/top/bottom/right (leftPaddingOnLogo, topPaddingOnLogo, rightPaddingOnLogo, etc.)
Watermark
Show or hide a watermark and choose the image file (hideWatermark, watermarkName)
Adjust the watermark's margins — left/top/bottom/right (leftPaddingOnWatermark, topPaddingOnWatermark, rightPaddingOnWatermark, etc.)
Texts and headings
Name the printout (e.g. "Work card" instead of "Sales order") (salesordertext)
Fixed bottom text on the sales order (salesorderbottomtext)
Hide the headings CUSTOMER, DELIVERY ADDRESS and REGARDING (hideHeadings)
Text instead of "Handled by" (employeetext)
Footer
Hide the entire footer (hideFooter)
Hide bank details in the footer (hidefooterbankinfo)
Hide the barcode (hideBarcode)
Item lines
Show or hide the item number and set the font size for item numbers (showitemidentifier, stockNoFontSize)
Line length and lines per page (linelength, lineperpage)
Hide prices on item lines, or hide quantity/price when the item number starts with TXT (hidePricesOnLines, hideInfoforTXTno)
Hide price totals (hideTotalPrices)
Show discount as a percentage or hide the "Before discount" column (showDiscountInPct, hideBeforeDiscount)
Show location or availability when prices are hidden (hideLocation, showAvailability)
Show only lines depending on stock status — in stock / not in stock / all (onstock)
Emphasize (bold) item text for specific item numbers (boldDisplayName)
Hide item-line notes (hideitemsnotes)
Hide item lines with service items (hideServiceProductLines)
Use the item number from the first line in fixed-price groups (usefirstproductidentifierforfixedpricegroups)
Serial-number items
Customize labels for serial number and serial-item number (serialnumbertext, instancenumbertext)
Show these labels under "Regarding serial item" (wordSerialReplacement, wordInstanceNoReplacement)
Hide top information about serial items (hideTopInstanceInfo)
Hide additional info on serial-item lines (hideInstanceAttributes)
Show "Regarding [serial-item no.]" in the subject field (showInstanceIdentifierInSubject)
Subject and notes
Customize the word in front of the subject and its font size (wordEmneReplacement, fontSizeForSubject)
Move notes up under the subject (showNotesNearSubject)
Show the promised delivery date in the subject line (showPromissedDeliveryDate)
Customer details
Show the customer's phone number, email and country (showCustomerPhone, showCustomerEmail, showCustomerCountry)
Show contact person (showContactPerson)
Hide the delivery address (hideDeliveryAdress)
Other
Hide field info from the serial item and hide custom field info (hidecustomfields, hidecustomfields2)
Show retention-of-title text, optionally with extra text after it (showPropertyRightText, extraNextNearPropertyText)
Use the task's from-date as the agreed delivery date (usefromdateascompletiondate)
Show purchases on their own page (purchaseonownpage)
Want to know more?
Read more in these related articles:
Sales order (printout)
The sales order printout is the actual sales order document for a single sales order with order header, item lines, prices and totals. How to start and print it.
Sales orders
Complete guide to sales orders in Financial: list view, creation, all header fields, lines, the tabs at the bottom, actions and the state machine from draft to invoicing.
