> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/sales/customer_favourites.md). # Customer Favourites Configure customer favourites to speed up order entry and reduce errors. Bevica has the ability to store a list of sales lines that can be used for quick ordering, for example a restaurant wine list, a list of items on special offer this month or ancillary items or services that can be added to a sales document. Using **Recurring Sales Lines** functionality can make ordering quicker and more accurate. * **Recurring Sales Lines** - create a generic sales list that you can then link to a number of customers. * **Customer Favourites** - create a sales list specific for a Customer or Customer's Ship-to. {% hint style="warning" %} **Prerequisites** Ability to manage customers, items, resources, G/L accounts and sales documents. {% endhint %} ### Recurring Sales Lines **Recurring Sales Lines** are generic lines that can be applied to any customer. For example, a group of items on a special promotion or a group of ancillary items always added to an order together. First you create a Recurring Sales Line Code and its lines then you assign that code to whichever customers it applies to. {% stepper %} {% step %} ### Step 1 Search for Recurring Sales Lines and create a new record. {% endstep %} {% step %} ### Step 2 Enter header and lines details, see also **Standard Sales Lines** below. {% endstep %} {% step %} ### Step 3 Navigate to the customer list, navigate to Recurring Sales Lines (**Related > Sales > Recurring Sales Lines**) and apply that code to that customer. See also **Customer Recurring Sales Lines** below. {% endstep %} {% endstepper %} For more information on how to manage recurring sales lines see here [Create Recurring Sales and Purchase Lines](https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-work-standard-lines). ### Customer Favourites **Customer Favourites** are recurring sales lines that are created specifically for a Customer / Customer Ship-to. They are created directly from the customer card or list pages. **Setup** Navigate to Bevica Setup, Favourites FastTab, create and apply a **No. Series** for your Customer Favourites, i.e. FAV00001 **Creating a Customer Favourites list** {% stepper %} {% step %} ### Step 1 Navigate to your Customer from the customer list or card. {% endstep %} {% step %} ### Step 2 In the ribbon, select **Related > Sales > Favourites - Recurring Sales Lines**. {% endstep %} {% step %} ### Step 3 To create a new favourites list click **Create Favourite** on the ribbon. {% endstep %} {% step %} ### Step 4 A new line is created using the No. Series in Bevica Setup. You can now enter a Description and Ship-to Code if necessary. If the Ship-to Code is left blank the Favourites can be applied to both the Customers address as well as any Ship-to. See the **Customer Recurring Sales Lines** section below on how to populate the additional fields on this list page. {% endstep %} {% step %} ### Step 5 To create lines, select **Card** on the ribbon, this opens the **Favourites - Sales Lines** Card. {% endstep %} {% step %} ### Step 6 See below on how to add lines: **Standard Sale Lines.** {% endstep %} {% endstepper %} ### Standard Sales Lines / Favourites Sales Lines {% stepper %} {% step %} ### Step 1 From the **Standard Sales Line Card** or **Favourites - Sales Line Card** page, you can add lines. You can access these pages from the **Recurring Sales Lines** or **Favourites Sales Lines** pages. {% endstep %} {% step %} ### Step 2 The **Type** field lets you create lines other than just Item, if for example you want to add a standard delivery charge you can add a G/L Account or Resource line and populate the Amount field. For Duty Controlled items, leave **Variant Code** (Duty Status) blank as that will automatically be populated based on the duty status on each sales document. {% endstep %} {% step %} ### Step 3 Once all the lines have been added close the page. {% endstep %} {% step %} ### Step 4 See the **Customer Recurring Sales Lines** section below on how to populate the additional fields on this list page. {% endstep %} {% endstepper %} {% hint style="success" %} * You can also add **Unit of Measure Code** and **Amount Excl. VAT** fields to recurring sales lines, they are hidden by default (**Amount Excl. VAT** cannot be added to Item lines). * **Comment** lines can be added to Recurring Sales lines. * The **Description** can be changed to better reflect something customers may recognise; the new description only applies when that recurring sales line code is applied to a sales document. {% endhint %} ### Customer Recurring Sales Lines **Customer Recurring Sales Lines** and **Favourites - Customer Sales Lines** have a number of additional fields that can be used to determine when each list is used on a sales document. | Field | Note | | ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Currency Code | This non-editable field displays the same field on the recurring lines themselves. It is used to match the currency on the order with Recurring lines. | | Ship-to Code | This field is used to filter which recurring sales lines are available on sales documents. If left blank the code is available on all Ship-to's for that customer. | | Valid From Date | This field is used to filter which recurring sales lines are available on sales documents and when running the Create Recurring Sales Invoices routine. | | Valid To Date | This field is used to filter which recurring sales lines are available on sales documents and when running the Create Recurring Sales Invoices routine. | | Payment Method Code | This field is only used when running the Create Recurring Sales Invoices routine. | | Payment Terms code | This field is only used when running the Create Recurring Sales Invoices routine. | | Blocked | This field is used to filter which recurring sales lines are available on sales documents and when running the Create Recurring Sales Invoices routine. | | Direct Debit Mandate ID | This field is only used when running the Create Recurring Sales Invoices routine. | | Insert Rec. Line On... | The four versions of this field let you set how recurring lines are managed on individual document types: Quotes, Orders, Invoices, Credit Memos | | Insert Rec. Line On... options | When a sale document is created... | | Manual | The User is expected to click the document ribbon ‘Get Recurring Sales Lines’ option and select the Recurring Sales Line Code they want to apply to the document. | | Automatic | Where there is one recurring sales line set to this option, Bevica will populate the sales document lines automatically. If there is more than one set, the system adds a notification on the document header to remind the user. | | Always Ask | The system creates a document notification that if clicked will open the Recurring Sales Lines page allowing the User to select the one they want to apply to the document. | For more information on Create Recurring Sales Invoices routine see Create Recurring Sales and Purchase Lines. ### Creating a Sales Document When a new sales document is created, depending on how the recurring lines have been created Bevica will either: * automatically create sales lines. * prompt the user with a notification that recurring sales lines exist, waiting for the user to select one. * do nothing, expecting the user to go to the recurring lines option on the ribbon. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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