We have a custom Sales Order template that is created through EDI import. Can I have more than 1 Sales Order Template? A new customer is requiring different information than all our other customers in a certain field. I would need QB to default to the "new" Sales Order for this customer's sales data. Is this possible?
Thank you for your response. I was able to create a new template for the new customer. However, the FOB will be different for this vendor. This comes from Company Preferences and I'm not able to have more than 1. Any suggestions on how to handle this?