Basic settings
Use the Setup » Orders » Settings menu to select 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 Setup » Orders » 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.
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Saving the basic settings
The basic settings in the Setup » 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 settings. |
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Important: User login
Whenever you carry out changes in this menu and save the settings, 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 to other users of your system in advance. |
2. Carrying out the basic settings
To carry out the basic settings, proceed as described below.
Carrying out basic settings:
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Go to Setup » Orders » Settings.
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Carry out the settings as desired. Pay attention to the information provided in Table 1.
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Save the settings.
| Setting | Explanation |
|---|---|
Standard 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 returns. |
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 be automatically set for reversals. |
Status of cancelled orders |
Select the status range for cancelled orders. |
Status for order reservation |
As soon as an order enters this status, stock is automatically reserved for the items included in the order. You can set up 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 stock should not be reserved for unpaid orders. |
Include shipping costs in warranty |
YES = Customers receive a refund for the shipping costs of a warranty. |
Show in the order/Order overview |
Select whether the invoice address or the delivery address is displayed in the order overview. |
Display of item prices |
Select whether gross or net prices should be displayed for the items included in the order. |
Assignment of warehouses |
Select the method according to which the warehouse is assigned. |
Automatic warehouse selection |
Choose the criterion according to which the warehouse is selected. |
Deposit payment on production items |
Select a value (in percent) for the deposit or select the option do not offer deposit. |
Allow quantity change for bundle and bundle components |
NO = The quantities of bundle items and bundle components cannot be changed manually later in order processing. To adjust the quantity manually, the required bundle has to be added to the order again in the appropriate quantity. This setting is preselected. |
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 has been booked into the warehouse, the order status is changed from [4] to [5]. |
Affected status section in status [4.x] |
Place limits on the status section in case you have created individual variations of status [4]. |
Status [3.2] is also affected |
Status [3.2] indicates that the item is in a waiting position due to outstanding partial payments. The order automatically enters this status instead of status [4] as soon as a partial payment is made. If stock is available, the order changes to status [3.3]. |
Show inactive plugin payment methods |
YES = Inactive plugin payment methods are displayed in dropdown menus as well as active ones. |
3. Authorising back end users to edit orders
To authorise users of the type back end to open orders, you need to save default statuses for returns and credit notes here. No status is saved here by default.
In addition, back end users must be authorised to edit orders in their respective user profile in the Rights » User » Menu visibilities menu.
Back end users also need to be authorised to create orders of the type return, warranty and repair. For this, back end users have to be authorised to edit these default status of these order types saved in the System » System setting » Orders » Settings menu. The authorisations are assigned in the user profile of the back end user in the Rights » User » Menu visibilities menu.