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Order types*

Order types*

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”

The customer level configuration will override the System level order type for order creation default.

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