Customers
Orders
Configure order types, warehouse routing, fulfillment strategies, and field requirements.
Configure how orders and quotes are created, processed, and fulfilled.
Quick Overview: Define order types, set warehouse priorities and routing rules, configure required fields, control discount policies, and set up validation workflows.
General Settings
| Setting | Description |
|---|---|
| Reject Reasons | Define rejection reasons customers can select when declining quote lines |
Warehouses & Orders
Order Types
Define the types of orders your team can create and their behaviors.
| Field | Description |
|---|---|
| Value | Order type identifier |
| Type of Order | Classification for source system integration |
| Read Only | Orders cannot be edited after creation |
| Available Stock Only | Only allow items currently in stock |
| Use Stock Price | Use warehouse stock price instead of customer pricing |
| Brand | Restrict to a specific brand |
| Branch | Restrict to a specific warehouse |
| Description | Customer-facing description |
| Default | Use as the default order type |
| Active | Enable or disable the type |
Updates to order types can affect shared and active quotes. Types currently in use cannot be deleted.
Brands Restrictions by Warehouse
Define which brands each warehouse can fulfill. When an order contains items from a specific brand, only linked warehouses are eligible.
Routes Restrictions by Warehouse
Link warehouses to customer routes for geographic distribution. Orders from customers on specific routes are directed to linked warehouses.
Warehouse Priority
Configure the order in which warehouses are considered for automatic fulfillment.
Default Priority: Drag and drop warehouses to set their order. Toggle "Shipping Warehouse" to include/exclude from automatic fulfillment.
Additional Priority Rules: Create custom rules that override the default priority for specific conditions (routes, brands, customers).
Only warehouses marked as "Shipping Warehouse" are considered for automatic fulfillment. Stock in other warehouses requires manual selection.
Warehouse Transfers
| Setting | Description |
|---|---|
| Warehouse transfer support enabled | Enable inter-warehouse transfers |
| Transfer restrictions | Define which warehouses can transfer to each other |
Order Constraints
Field Requirements
Control which fields are required when creating orders:
| Setting | Description |
|---|---|
| Vehicle Plate Required | Require vehicle plate number |
| Vehicle Plate Pattern | Regex pattern for plate validation (e.g., /^\d{2}-[A-Z]{2}-\d{2}$/) |
| VIN Required | Require Vehicle Identification Number |
| VIN Pattern | Regex pattern for VIN validation |
| Request Number Required | Require a request/reference number |
| Request Number Pattern | Regex pattern for request number |
| Requested By Required | Require the requester's information |
| Requested By Pattern | Regex pattern (e.g., email format) |
| Contact Required | Require contact information |
| Delivery Address Required | Require delivery address when available |
Order Behavior
| Setting | Description |
|---|---|
| Allow Full Shipment | Enable the full shipment option |
| Share References | Enable reference sharing between orders |
| Public sharing enabled | Allow public sharing of order links |
| Enable Routes Selection | Allow manual selection of delivery routes |
| Enable Automatic Route Selection | Auto-assign routes based on configuration |
Fulfillment Strategies
| Setting | Description |
|---|---|
| Stock fulfilment strategy | How stock is selected for orders |
| Default warehouse selection strategy | How the default warehouse is chosen |
| Strategy for displaying warehouses | How warehouses appear in product search |
Validation & Workflow
| Setting | Description |
|---|---|
| Customer order validation enabled | Require validation before processing |
| Customer order rejection enabled | Allow customers to reject orders |
| Order value validation threshold | Order amount above which validation is required (creates a task) |
| Order lines limit | Number of lines above which orders are queued for processing |
| Customer order failure handling | How failed orders are handled in backoffice |
Task Automation
When certain order events occur, the system can automatically create tasks:
| Setting | Description |
|---|---|
| Approved lines task type | Task created when order lines are approved |
| Rejected lines task type | Task created when lines are rejected |
| Failed lines task type | Task created when order processing fails |
| Discount approval task type | Task created for discount approval requests |
Discounts
| Setting | Description |
|---|---|
| Discounts | Control how discounts are handled (requires approval, freely allowed, etc.) |
| Discount approval task type | Task type for discount approval workflow |
Integration Settings
| Setting | Description |
|---|---|
| Enable integration with endpoint | Enable direct source system order integration |
| User restriction | Limit endpoint integration to specific users |
| Default customer ID | Customer identifier used for quick queries without a selected customer |
How Warehouse Selection Works
When creating an order, the system suggests a warehouse based on:
- Additional priority rules — Custom rules are evaluated first
- Default warehouse priority — Standard warehouse order
- Brand restrictions — Only warehouses linked to ordered brands
- Route restrictions — Only warehouses serving the customer's route
- Stock availability — Warehouses with available stock
- User team preferences — Team-based warehouse preferences