Order Options

Order Options are similar to Estimate Options which allow you to choose the settings, defaults, fields, and other elements that will appear every time you create a new order/estimate. This article will walk you through how to set up Order Options which includes features that are unique to orders.

A. Set your Default Order Status for new orders here.

Note: This can be changed when creating the order.

B. Enter the number of business days after the order is created to set up a default Order Due Date.

C. Select a time of day for the default Order Due Date.

Note: Users can manually change this when entering an order from Sales/Orders/(order #) and then clicking to edit the Order Due Date modal.

D. The Default Time for Line Item Due Dates can be helpful if you need to make sure a line item is done before another part of the process has started.

Example: If a table is being created and the legs and top need to be painted before they're assembled, you could add a line item due date to ensure that your table will be completed in the right order.

Note: The default due date is affected by your hours of operation, so if you create an order on a Friday and your default due date is one day later, but you're not open on the weekend, the due date will be the next business day. Also, if you choose not to enter a time here, it will default to match the Order Due Date.

Order Options Page in Settings

Order Due Modal in Sales

When you select a Required Field, your salespeople will have to enter the information required before they can save an order.

E. Order Origination can help you know how your customers are finding you and where to spend your marketing efforts.

F. You can require that Customer PO numbers be entered before an order can be saved.

G. If you check this box, all of the Tax Exempt Orders for this company will require you to add the company’s Tax ID and a Tax Exempt Reason.
Note: Tax Exempt status can be changed on each order as needed. Tax Exempt Reasons are created in the Settings Module/Sales/Reasons Lists.

Order Options Page in Settings

Order Details Tab in Sales

H. When users void an order, you can choose to prompt them to select a reason from a dropdown list of reasons you’ve created previously.

I. If you check this box, you can allow a user to enter their own reason for voiding an order.

When cloning an order, you can choose to include or exclude certain information from the original order. This page allows you to select these options as the default whenever you clone an order from the More Actions ellipsis (appears when hovering over an order) on the Orders page.
Note: All of these options can be manually checked or unchecked when cloning.

J. You can add a prefix to your cloned order descriptions.

K. You can choose to have any changes you've made to your pricing and roles update by default when cloning an order.

L. You can choose to always copy files and notes when cloning an order.

M. If you choose to copy approvals from the previous order, the new order will show as approved as well.

N. You can choose to show and/or require an Item Category when adding order items on the Items tab, allowing you to pull reports by Item Categories.

Order Options Page in Settings

Orders Page in Sales