Company Preferences: Customer Orders

Preference Instructions | Customer Order Overview

Pro

Layaway, sales order, and work order preferences allow you to define various options related to these customer order documents. There is a separate preference page for each customer order type, but all have the same options as described here.

Note: You must have customer orders enabled in your Select Features to Use preferences for the following preferences to be applicable.

Preference | Function
Initial Deposit | Select how you want to handle the initial order deposit. Subsequent deposits can be for any amount: Do not require or suggest an initial deposit: = If selected, no initial deposit is required or suggested when you create a new order. Suggest an initial deposit: = If selected, an initial deposit amount is suggested for each new order. Enter the percentage of the total order amount that you want suggested as the deposit amount. When taking the deposit the suggested amount is auto-filled, but can be changed or deleted, at your discretion. Require an initial deposit: = If selected, an initial deposit is required for the order. Enter the percentage of the order total to be required. When taking the deposit the required amount is auto-filled. You can enter a larger amount, if you wish, but you cannot reduce or delete the required amount.
Order Status | There are three default statuses for use in the Status field on customer orders: Open is automatically assigned to every new order. Closed is automatically assigned to the order once all listed items have been sold on a receipt. Pending should be assigned to orders used to give estimates or quotes to customers, where the items are not yet committed to sell. Pending orders are not included when Point of Sale calculates available quantities. You can change the name of these statuses, add new statuses, and arrange the order they appear in the Status field drop-down list on order forms. Learn more.
Printed Message | Enter text to print on the bottom of every order.
Document Numbering | By default, orders are numbered sequentially, starting with 1. You can use this preference page to specify text or a POS field that should precede the sequential number or to change the starting number.

Taking deposits on orders

Company preferences overview