Order types

Sections in this article:

Setting the System default order type for order creation

Setting the System default order type for order creation

When creating a new order the system default order type will be auto-selected.

To setup the system default:

1. Navigate to: Administrator > Web administrator > Configuration > Defaults tab (fig 1-4)

2. Select the required default order type from the list (fig 5)

3. Click “Save & Close” (fig 6) 

   

Setting up a Customer default Order type for order creation

When creating a new order a Customer level default order type can be set.
When creating a new order for the specific customer the Customer default order type will be auto-selected.

To setup the Customer level default default:

1. Navigate to the customers information page: Manager> Rolodex tables > Customers > Magnifying glass

2. Scroll down to the “Contact setup” section (fig 1) and select the required default order type from the list (fig 2)

3. Click “Save”