Basic settings
Use the System » Orders » Settings menu to choose which settings should automatically be set for orders and applied under certain conditions and statuses. For example, define the standard settings for the referrer and the status of orders.
1. Important prerequisites
Standard values are selected by default in new systems. For example, these are status [9] for returns and status [11] for credit notes. These settings can be changed by selecting a different status. Alternatively, go to System » Orders » Order status and create a new status. Statuses that are created there are displayed in the Basic settings menu and can be selected as standard statuses.
Saving the basic settings
The basic settings in the System » Orders » Settings menu have to be saved once when the system is first set up. The settings will not go into effect until they have been saved. Thus, save the settings even if you have not made any changes, i.e. even if you want to use the default configuration. |
Important: User login
Whenever you carry out changes in this menu and save them, other users will be logged out automatically and will need to log in again. This ensures that the changes will also apply to the other user profiles. Therefore, it is recommended that you announce changes in advance. |
2. Carrying out basic settings
To carry out the basic settings, proceed as described below.
Carrying out basic settings:
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Go to System » Orders » Settings.
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Carry out the settings according to Table 1.
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Save the settings.
Setting | Explanation |
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Default referrer |
Select a provider, a market or the online store. This referrer will automatically be set by default for all orders. Select Manual entry if you do not want to use a default setting, i.e. if you want to individually save each order referrer. |
Standard status for return |
Select which status should automatically be set for returns. The status can be changed when creating the return. |
Standard status for credit note |
Select which status should automatically be set for credit notes. |
Standard status for repairs |
Select which status should automatically be set for repairs. |
Standard status for multi-invoice |
Select which status should automatically be set for multi-invoices. |
*Standard status for multi credit note |
Select which status should automatically be set for multi credit notes. |
Standard status for reversal |
Select which status should automatically be set for reversals.For example, a user-defined status [6.4] Outgoing items canceled. |
Status of canceled orders |
Select the status range for canceled orders. |
Status for order reservation |
As soon as an order reaches this status, stock will automatically be reserved for the items included in the order. You can set a status up to and including status [6.9]. You can also choose whether the setting should apply to all orders or to paid orders only. For example, select the option Paid orders only if you do not want stock to be reserved for unpaid orders. |
Include the shipping costs in the warranty |
YES = The customer will receive a refund for the shipping costs. |
Show in the order/order overview |
Select whether the invoice address or the delivery address should be displayed in the order overview. |
Display of item prices |
Select whether gross or net prices should be displayed in the order. |
Assignment of warehouses |
Select the warehouse assignment. |
Automatic warehouse selection |
Choose which criterion should be used to select the warehouse. |
Deposit payment on production items |
Select a value (in percent) for the deposit or select the option do not offer deposit. |
Status changes to 4 instead of 5 if stock is missing |
Set this option to Yes if an order should only be cleared for shipping when there is enough stock in the warehouse. As soon as enough stock was booked, the order status changes from [4] to [5]. |
Affected status section in status [4.x] |
You can place limits on the scope of the status if you have created your own variations of status 4. |
Status [3.2] is also affected |
Status [3.2] indicates that the item is in a waiting position because of partial payment. If a partial payment was made, then the order will automatically be given this status instead of status 4. If the item is in stock, then the order will switch again to status 3.3. |
3. Authorising variable users to edit orders
To authorise variable users to open orders, you need to save default statuses for returns and credit notes here.
Variable users also need to be given the right to edit orders. Go to System » Settings » User » Accounts and open the particular user account. Then click on Tab: Right » Tab: Menu » Area: Orders.
Furthermore, variable users can only create returns, warranties and repairs if they are also authorized to work with the standard statuses that are saved for these types of orders under System » Orders » Settings. Variable users are given the right to work with statuses in the Tab: Visibility in their user profile.