Sales Order Contract Fields
Contract fields vary widely from one fabric company to another — export trade has L/C number / port of loading / HS Code, domestic sales has payment terms / logistics method, and even within the same company the contracts used for different customers may differ.
Jenny Software provides a set of configurable contract fields on the sales order:
- Pre-loaded with a set of common export / domestic fields (contract number, L/C number, trade mode, port of loading, port of destination, price terms, transaction currency, shipping marks, etc.)
- Check the ones you use, hide the ones you don't, and add your own fields for anything still missing
- Some dropdown fields come with common preset values built in (trade mode, price terms, currency, settlement method, etc.) for direct selection when creating an order
Where to Configure / How to Use
Configuring Fields (Admin)
- Left menu → Production orders → Sales orders
- On the list page, open "Field management (orders)" (or "Field management" under settings, for the
salesOrderdocument type) - Check the fields to enable, hide the unused ones, and add fields as needed
Filling In When Creating an Order (Salesperson)
- Create a new sales order → fill in basic info such as customer / product / quantity / delivery date / unit price / style number
- Enabled contract fields appear in the form's "Contract information" section to fill in as needed
- Some dropdown fields let you pick a built-in preset value directly (manual entry of new values is also supported)
Preset Contract Fields
The system presets common export / domestic contract fields that can be checked to enable / hide. Common ones include:
| Group | Fields |
|---|---|
| The export "big three" | Contract number / L/C number / trade mode |
| Ports & shipment date | Port of loading / port of destination / destination country / shipment date |
| Settlement / bank | Settlement method / settlement bank |
| Price terms | Price terms (FOB/CIF/CFR/EXW) / transaction currency / exchange rate |
| Quantity / quality | Quantity tolerance / shipping marks / acceptance standard / color fastness requirement |
| Packaging / shipping | Packaging method / shipping method |
| Other | Agent / tax rebate rate / insurance terms / liability for breach |
Some fields are shown by default and some are hidden (e.g. settlement bank, exchange rate, and shipping marks are hidden by default); each company simply checks fields according to its own business.
Field Types
In field management, each field can be one of these types:
| Type | Suits | Example |
|---|---|---|
| Text | Short fields | Contract number, port of loading, shipping marks |
| Multi-line text | Multi-line notes | Insurance terms, liability for breach, remarks |
| Number | Numeric values | Exchange rate, tax rebate rate |
| Single-select / text+options | Fixed options (or options + manual entry) | Currency, trade mode, price terms |
Built-In Preset Values for Dropdown Fields
Some dropdown fields come with common preset values when creating an order, for direct selection (manual entry is also possible):
| Field | Built-in preset values |
|---|---|
| Trade mode | General trade / processing trade / small-scale border trade / trade agency / other |
| Price terms | FOB / CIF / CFR / EXW / DDP / DAP |
| Transaction currency | USD / EUR / CNY / GBP / JPY / HKD |
| Settlement method | T/T advance / T/T 30%+70% / L/C at sight / L/C usance / D/P / D/A / O/A |
| Acceptance standard | US four-point system / GB/T national standard / JIS Japanese standard / EN European standard / customer-defined |
| Shipping method | Sea freight / air freight / land freight / express |
FAQ
Q: Is field configuration independent for each company?
A: Yes, each company configures independently without affecting the others.
Q: Is it okay not to configure these fields?
A: Yes. Contract fields are optional — you can create orders normally without filling them in; the basic sales order fields (customer / product / quantity / delivery date / unit price / style number) are enough.
Q: Can customers see the field values?
A: It depends on each field's sharing permission (configured under Field Management). For example, an internal field can be set to not be external-facing, automatically hidden when printing / sharing with customers.
Q: Can these fields appear in print templates?
A: Yes. Order print templates can reference these fields in the Document Editor.
Related Articles
- Production Order Management — The complete production orders workflow
- Field Management — General field customization
- Document Editor — Print template customization
- Staff and Role Management — Field management permission configuration
- Quotation, Sample-Adjustment, and Sample-Selection Sheets
- 5-Minute Beginner's Guide