Order Settings
Shipping Origin
Shipping Origin is used to calculate shipping rates based on the address from where your orders are shipped.
Shipment Tracking
Shipment tracking is used when creating a shipment record and associating a tracking number. Drag the carrier you used most to the top. The sort order of these shipment carriers define the drop-down menu when adding Tracking Info to a Shipment, with the top carrier as the default.
Minimum Order Amount
When enabled, set a Minimum Order Amount required to be able to submit an order.
- Set your Minimum Amount as a number, no currency symbols needed.
- Group Amounts may be used to configure a minimum order amount per Customer Group.
- Enter a Description Message to explain to customers what a minimum order amount is.
- You may also want an Error to Show in Shopping Cart if the customer has not reached the minimum order amount yet.
- If you are allowing shipping to multiple addresses, decide if you will Validate Each Address Separately in Multi-address Checkout. Setting this to Yes will mean each address will need to meet the minimum order amount requirement.
- If you selected Yes in the previous setting, set a Multi-address Description Message as well as a Multi-address Error to Show in Shopping Cart.
- Ignore Discounts, When set to Yes, customers can checkout if their discount drops the subtotal below minimum order amount.
Minimum Order Quantity
When enabled, set the qty of items required to submit an order.
Enter the as a number. Decimals are allowed. You may also set minim qty per Customer Group.
Admin Orders List
If you have created custom tab filters, here you can Restore Default Tabs.
Show Product Remaining QTY, when enabled, will show the Current Available Inventory on the Order, Payment and Shipment screen next to the Product SKU.
Create Orders
Set Default Address, when set to Yes, the default address for the customer will be prepopulated into the address fields. This setting controls the Admin Order Create and the Storefront Checkout.
Admin Create Orders
These setting control what permissions Admins have, by default, when creating an order. By default, Admins can override most storefront rules and restrictions when creating an order in the Admin. More order settings, and per user settings, can be found in Team > Roles and Permissions.
Send order confirmation email to customer Do you want to send your customer an email confirming the Order? Yes/No
Show Available Qty (Stock) on Items List, when set to yes will display the available quantity when adding items to the Order.
Enable Profit Calculation, when set to yes, Row Cost and Row Profit will be displayed on the Items grid when creating an order. Products must have costs to calculate profits.
Auto-Apply Discounts To Items- When using discount rules, the discount will automatically be applied to items when added to the Order. When set to No, the Discount Apply checkbox on the line item will be unchecked by default.
Extra Attribute In Add Products Grid - when adding products to the order, you may add an attribute to display in the Add Products Grid, such as Stock, for example.
Allow Place Order With Out Of Stock Items Yes/No
Allow Place Order With Disabled Items Yes/No
Allow Place Order With Restricted Items Yes/No
Enforce Increment Stepping When Adjusting Qty When set to Yes, when modifying the quantity of a Product with Product Increments, the quantity field will have to be a valid multiplier of the quantity increment. When set to No, Product Increments will be ignored and any value can be set. This is a global setting impacting Drafts, Quotes and Orders and cannot be set on a per User/Product
Attachments control whether or not Order attachments are visible to the customer in the portal and/or emailed to the customer.
Split Orders
When enabled, your Orders may be split based on Backorders or by Product Attribute.
Only Split Shipments If you don't want to split the Order but do want to split the shipments, when set to Yes, shipping rates will be calculated for each split shipment; only one Order will be created.
Gift Options
Allow your customers to add a Gift Message to their orders. Gift Messages will appear on the Packing Slip and Payment.
Allow Gift Messages on Orders or Allow Per-Item Gift Messages. You can set this per Customer Group.
Sales Prefix/Increment IDs
Here you may enter a custom prefix or starting increment to set Order, Invoice, Payment, Shipment and Credit Memo numbers.
Order Item Display Sorting
This setting allows users to define the order in which items are listed, when creating an Order and other transactions, by Name or SKU (Alphabetical), Price, or the order in which items were added to the cart.
Invoicing
Allow Customer Invoice Pay Yes/No - Allow customer to pay an invoice in from the store front, without an invoice emailed from the admin.
Allow Invoice Pay Without Login Yes/No - Allow a customer to click the Pay Now button on an emailed invoice without logging into the store front.
Login Help Text Display a message to customer when invoice paying while not logged-in.
Default Send Invoice for Offline Methods Yes/No - When enabled, the Send Invoice option will be selected by default when creating a payment for all offline methods (Check/Money Order, Purchase Order, Offline Bank Transfer, Net Terms etc…)
Due on Receipt Invoice Grace Period By default, Zoey will mark Due on Receipt Invoices Past Due the following day. Enter a number higher than one to extend this period.
Invoicing Automation allows you to set up rules to automatically create and send an Invoice to your customer.
Updated about 1 month ago