Order type: Sales order
The order type Sales order can be used to create main orders. In such a main order, you can then add further child orders of other order types in case you need them. For further information on the creation of orders, see the page Manually create orders.
Carry out the basic settings for new orders in the Setup » Orders » Order types » Sales order menu. The following table lists all available settings.
Note: These settings are also valid for creating offers.
Setting | Explanation |
---|---|
Settings |
|
Behaviour of shipping costs when splitting orders |
Select from the drop-down list what happens with the shipping costs after splitting an order into two new orders. |
Behaviour of original order after splitting |
Select from the drop-down list what happens with the original order after it is split into two new orders. |
Copy order notes to partial orders |
active = The order notes in the original order are copied to the new partial orders. |
Behaviour of original orders after grouping |
Select from the drop-down list what happens with the original orders after they are grouped into a new order. |
Standard status for resetting outgoing items |
Select which status should be automatically set when resetting outgoing items. |
Manual order creation |
|
Default owner |
Select a default owner from the drop-down list. This owner will automatically be preselected for new orders. |
Default client for guest orders |
Select a default client for guest orders from the drop-down list. This client will automatically be preselected for new guest orders. |
Default referrer |
Select a default referrer from the drop-down list. This referrer will automatically be preselected for new orders. |
Default warehouse |
Select a default warehouse from the drop-down list. This warehouse will automatically be preselected for new orders. |
Endpoint after completing an order |
Select which view should be opened after completing an order. |
Default order template |
Select a default template from the drop-down list. This template will automatically be preselected for new orders. |
Display of added items in the shopping cart |
Select how added items should be displayed in the shopping cart. |
Filter option ‘Only display items in stock’ preselected in item search |
Select this option in order to activate this filter in the item search by default. |
Filter option ‘Only display sales warehouses’ preselected in item search |
Select this option in order to activate this filter in the item search by default. |
Filter option ‘Only display active items’ preselected in item search |
Select this option in order to activate this filter in the item search by default. |
Filter option ‘Only display items with valid price’ is preselected in item search |
Select this option in order to activate this filter in the item search by default. |
Allow changing the VAT rates in the shopping cart table in the second step of the order creation and when editing order items in the new order UI |
Activate the toggle to allow changing the VAT rates in the order creation and when editing order items in the new order UI. |
Redetermine prices only in the shopping cart in the order creation |
Activate the toggle in order to only recalculate prices in the shopping cart of the order creation. |