Order Setting

  • Last Created On Jun 27, 2023
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Go to Settings menu under Omni Sales module from the left sidebar -> Select the Order setting



Diary sync

  • Clear data: If click Clear data button, all data in the Diary sync menu is deleted. Data in other menus remains unchanged.
  • Number of days to save diary sync: If you enter the number of days the log is saved, the sync log will be deleted automatically when it expires. Otherwise, if the time is not entered, the sync log will not be deleted.

  • Enable automatic invoice sync
    • If “Enable automatic invoice sync” is disabled: orders will be synced without creating invoices.
    • If “Enable automatic invoice sync” is enabled:  when an order is synced from WooCommerce, an invoice will be automatically generated from that order.
  • Invoice due date rules:
    • If no day is selected in “Invoices synced on WooCommerce will be set due date on the ‘X’ day of every month”, the due date will be Invoice Date + 30 days.


    • If a specific day is selected in this field, the invoice due date will follow the selected day of the month.

Order

  • Allows creation of export stock without invoice: When you enable this option, you can create export stock without invoice.




    Note: You need to uncheck "Create an inventory delivery voucher note when the Invoice is created" in Settings menu under Inventory module -> General -> Receiving & Delivery. It's help avoid the case of inventory delivery voucher being created twice when you create inventory delivery voucher before invoice.
  • Allow showing shipment in public link: Allow shipment display in public link.

    • If you check, shipment information will show in order details of the public link.
    • Conversely, if you do not check, the public link does not display shipment information.
  • Notification recipients: if you have selected a notification recipient in the Notification recipients field, this person will receive web notifications every time there is an order from the client portal. Conversely, if no one is selected, no one will receive the web notification.
  • Shipping fee Form: calculate shipping fee according to 2 types:  Fixed amount or Percentage (% of order value).

    • Default shipping fee and shipping tax for POS order: applies to all orders on POS channel

    • Default shipping fee and shipping tax for client order: applies to all orders on Portal channel ( portal order and pre-order)

    • Default shipping fee and shipping tax for manual order: applies to all manual order

      Example 1: Shipping fee Form = Percentage 

      Default shipping fee for POS order  = 10, shipping tax = 5% and 10% ==> Assuming order on POS = $1000, ==> Shipping fee = 10% * $1000 = $100 ==> Shipping tax = ($100 * 5%) + ($100 * 10%) = $15

      Default shipping fee for client order = 5, shipping tax = 5% and 10% ==> Assuming Portal order = $1000 ==> Shipping fee = 5% * $1000 = $50 ==> Shipping tax = ($50 * 5%) + ($50 * 10%) = $7.5

      Default shipping fee for manual order = 0, shipping tax = 5% and 10%

      ==> manual order = $1000, then Shipping fee = $0 and shipping tax = $0

      Example 2: Shipping fee Form = Fixed 

      Default shipping fee for POS order  = 10, shipping tax = 5% and 10% ==> All orders on POS have a shipping fee = $10. ==> Shipping tax = ($10 * 5%) + ($10 * 10%) = $1.5

      Default shipping fee for client order = 5, shipping tax = 5% and 10% ==> All orders on Portal have a shipping fee = $5. ==> Shipping tax = ($5 * 5%) + ($5 * 10%) = $0.75

      Default shipping fee for manual order = 0, shipping tax = 5% and 10%

      ==> All orders on manual order have a shipping fee = $0, shipping tax= $0

  • Order statuses are allowed to sync: select the status of orders that are allowed to sync from Woo store to CRM.

Order returns

  • Return order prefix: configure the prefix for Order return 

  • The return request must be placed within X days after the delivery date: Configure the maximum number of days to be returned after X days from delivery date

  • Conditions for an order to be generated with a return slip when the status is Finish, the shipment status is Product delivered and after X days from the delivery date

  • Particularly for those orders that do not have a shipment, they can create a return order with Finish status 

  • Fee for Return Order: shipping costs to be borne by the customer.

  • Refund loyalty point: applies to the case when the customer uses the points in the order, when accepting the customer's return order, the loyalty points will be refunded to the customer. 

  • Return policies information:Create content for Return policies information. 

Client Portal

  • Display Shopping cart and Products on Client portal: if enabled, display Cart and Products and Order list menu in client portal. And you have to enable Show Portal option in default Setting
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