Configure Quote, Order & Invoice Settings

The Quote, Order and Invoice Settings page contains configuration options that control numbering, pricing, invoicing, production visibility, artwork approval workflows, search behavior, shipping address management, and ship-by date handling throughout Business Hub.

These settings influence how quotes and orders are created, processed, displayed, approved, scheduled, and invoiced as they move through operational workflows. Proper configuration helps maintain consistent business rules and workflow progression across your DecoNetwork environment.

In This Article

• Prerequisites
• Why configure Quote, Order and Invoice Settings?
• Access Quote, Order and Invoice Settings
• Configure the settings
• Best practices
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why configure Quote, Order and Invoice Settings?

These settings determine how Business Hub behaves throughout the lifecycle of quotes and orders.

Proper configuration helps you:

• Maintain consistent pricing and numbering conventions.
• Control how orders enter production workflows.
• Define artwork approval and invoicing behavior.
• Improve production scheduling accuracy.
• Control customer shipping address behavior after ordering.
• Ensure operational consistency between storefronts and Business Hub.

Access Quote, Order and Invoice Settings

1. Log into your DecoNetwork Website.

2. Browse to Admin → Settings → Production & Order Settings → Quote, Order and Invoice Settings.

   

   

   Navigate to the Quote, Order and Invoice Settings page

   The Quote, Order and Invoice Settings page is displayed with settings grouped by operational function.

   

   Click the image to enlarge.

   

   

   Click the image to enlarge.

   

Configure the Settings

1. Edit the Quote, Order and Invoice Number Settings.

   These settings control the numbering format used for quotes, orders, and invoices generated by Business Hub.

   

   • Prefix: Enter a prefix to appear before generated quote, order, and invoice numbers.
   • Initial number: Specify the starting number for the sequence used when generating quote, order, and invoice numbers.
   • Suffix: Enter a suffix to appear after generated quote, order, and invoice numbers.

   Number formatting can help distinguish locations, brands, departments, or business divisions across operational workflows.

2. Edit the Quote Settings.

   Configure how quotes behave in your system.

   

   • Quote is valid for: Specify the number of days a quote remains valid.

     During the configured validity period, quoted pricing remains unchanged even if product pricing changes afterward.

   Quote validity settings help preserve pricing consistency between customer approval and order conversion workflows.

3. Edit the Quote and Order Settings.

   Configure operational behaviors related to quotes and orders.

   

   • Hide supplier cost in Business Hub: Tick this checkbox to prevent supplier cost, mark-up, and profit information from being displayed while staff create quotes and orders..

     This information is found by viewing an order in Edit Mode and clicking in the Size / Qty field in an order line.

     

   This setting is useful when quoting or sales staff should not have visibility of supplier costing information.

4. Edit the Business Hub Price Rounding Settings

   These settings determine how storefront price rounding rules are applied within Business Hub workflows.

   

   Configure how Business Hub applies storefront price rounding rules to pricing workflows.

   

   • Apply store price rounding in Business Hub: Tick this option to apply storefront price rounding rules to prices displayed within Business Hub.

     Changing stores or copying orders will reapply that store’s pricing and rounding rules.

     For a Business Hub order which has been saved with this setting turned on, switching the store directly or switching the store by changing the customer will re-price the order based on the newly selected store.

     Copying an order in BH will apply the current price rounding rules, i.e. if the original order did not have price rounding applied then the copied order will.

     • Apply rounding to manually entered prices: (Visible only when the above checkbox is enabled). Tick this option to apply configured rounding rules to manually entered prices, including free-form products and manually adjusted pricing.

5. Edit the Business Hub & Order Document Price Display Format Settings

   These settings determine how prices are displayed throughout Business Hub and on customer-facing documents.

   

   Choose your preferred format:

   • $15.50: Displays the currency symbol before the amount
   • 15.50: Displays the amount only, no currency symbol
   • 15.50$: Displays the currency symbol after amount

   Use a consistent pricing format across all documents and storefronts to improve readability and reduce customer confusion.

6. Edit the Business Hub Orders - Default Store Settings

   This setting determines which store newly created Business Hub orders are associated with by default.

   

   These settings determine how stores are selected and applied when creating or managing Business Hub orders.

   • Store: Identifies the default affiliate store for orders created in Business Hub. If unset, the Fulfillment Center's main store is the default.

     Click Select Store to set an affiliate web store as the default store for all Business Hub orders.

   The selected store influences downstream pricing, tax, artwork, shipping, and document behavior throughout the order lifecycle.

7. Edit the Order Invoiced Settings

   These settings control how internet and completed orders are marked as invoiced.

   

   • Do not automatically mark internet orders as invoiced: Tick this option to prevent internet orders from automatically being marked as invoiced when placed online.

     When the option is not enabled, Internet orders, except those submitted on account terms, will automatically be marked as invoiced.

   • Do not automatically mark orders as invoiced once completed (produced/shipped): Tick this option to prevent completed orders from automatically being marked as invoiced after production or shipping.

     Orders remain uninvoiced until the FC views the order and manually marks it as invoiced.

8. Edit the Order Shipping Address Settings

   

   • Allow customer to change order shipping address: This setting controls whether customers are permitted to change shipping addresses after placing an order.

     • Never: select this option if you do not want to allow customers to change the shipping address for an order after it has been placed.
     • Until order is ready for production: select this option if you want to allow customers to change the shipping address up until the order is ready for production.
     • Until order production is complete: select this option if you want to allow customers to change the shipping address until the production of the order is complete.

     Note: The customer must be logged in to their account. Shipping address changes can only be made for orders that belong to the currently logged-in user.

     Allowing shipping address changes after production has started may impact production scheduling, shipping costs, and fulfillment timelines.

9. Edit the Production Settings

   These settings determine how orders enter and behave within production workflows.

   

   

   • Allow orders not yet paid to appear in production: Tick this checkbox to allow unpaid orders to appear in production workflows.

     Orders that have not yet been paid for will appear in the "Not ready for Production" tab in the Production List. Unpaid orders will also appear in the Production Calendar. If the checkbox is un-ticked, orders will not appear in the Production List or Production Calendar until the order has been paid for.

   • Wait until artwork is approved to schedule orders in production Tick this checkbox to prevent orders from being scheduled into production until artwork approval has been completed.

     This setting helps prevent production delays, reprints, and scheduling disruptions caused by unapproved artwork entering production workflows.

   • Production calendar quantity display: Controls how quantities are displayed in the Production Calendar:

     • Display Qty Produced/Qty Total: Shows the quantity already produced alongside the total quantity ordered.
     • Display Qty Remaining/Qty Total: Shows the remaining quantity left to produce alongside the total quantity ordered.

     Choosing the appropriate quantity display option can help production staff better monitor workflow progress and scheduling capacity.

10. Edit the Artwork Approval Settings

    These settings control how orders interact with artwork approval workflows.

    

    • Allow quotes and orders not yet paid to have artwork appear in artwork approval: tick this checkbox to automatically create artwork approval workflows for orders containing customized products.

      If the checkbox is un-ticked, artwork jobs will not appear until the quote or order has been paid for.

    • Create an Order Artwork Approval for orders which have customized items: Tick this checkbox to automatically create artwork approval workflows for orders containing customized products.

      If this checkbox is ticked, then Internet orders will have the "Order artwork requires approval" option enable when opened in Business Hub.

      Automatic artwork approval creation helps ensure customized orders follow approval workflows before entering production.

      This setting does not apply to orders created in Business Hub.

      If a customer reorders from a past purchase that contains a previously approved artwork, the new order will flow through the artwork approval stage and will need re-approval if this setting is enabled.

      You can override this setting at the store level on the Administration → Artwork Approvals page. See the help article, Store Artwork Approval Settings, for instructions.

11. Edit the Quote & Order Search Settings

    Configure search behavior within Business Hub.

    

    • Include closed quotes/orders when searching under open quotes/orders in Business Hub: Tick this to include closed quotes and orders when searching within open quotes and orders in Business Hub.

      This setting can improve staff efficiency when searching for historical customer activity or recently closed orders.

12. Edit the Ship-by Date Settings

    Configure how ship-by dates are managed for internet orders.

    

    • Maintain original ship-by date for submitted internet orders: Tick this checkbox to preserve the original ship-by date assigned to submitted internet orders.
13. Click Save to apply the changes.

Best-Practice Tips

• Use consistent numbering formats across stores and departments for easier document tracking
• Choose the price format that matches your storefront for a seamless customer experience.
• Test pricing display settings before sending customer-facing documents.
• Review invoice automation settings before processing live production orders.
• Ensure shipping address modification rules align with your fulfillment workflow.
• Review production workflow settings before going live with your production team.
• Use the Production Calendar quantity display option that best matches your team’s workflow preferences
• Keep artwork approval requirements enabled to reduce production errors
• Regularly review these settings to ensure they align with your accounting and branding standards.

Troubleshooting

• Problem: Document numbers are duplicating.
  Solution: Adjust the Initial Number field to continue from your latest sequence.
• Problem: Customers cannot change shipping addresses.
  Solution: Review the Allow customer to change order shipping address setting.
• Problem: Manual prices are being rounded unexpectedly.
  Solution: Check whether Apply rounding to manually entered prices is enabled.
• Problem: Prices in Business Hub do not match storefront.
  Solution: Confirm that the Business Hub & order document price display format matches your storefront’s display setting.
• Problem: Price formatting is inconsistent.
  Solution:
  • Review the Business Hub & Order Document Price Display Format setting
  • Confirm store pricing and localization settings are configured correctly
• Problem: Orders are not appearing in production.
  Solution:
  • Check whether payment or artwork approval requirements are preventing scheduling
  • Verify the order meets production workflow conditions
• Problem: Production calendar quantities are not displaying as expected.
  Solution:
  • Verify the Production calendar quantity display setting is configured correctly
  • Refresh the Production Calendar after saving changes
  • Ensure production quantities have been updated on the associated orders

FAQs

• Q: Does price rounding affect storefront pricing?
  A: Storefront pricing follows the configured storefront pricing rules. These settings determine how that behavior is applied within Business Hub workflows.
• Q: Does changing the price display format affect past quotes and orders?
  A: No. The new format only applies to newly created documents in Business Hub.
• Q: Can I set different price formats for different stores?
  A: No. The setting applies globally across your DecoNetwork account.
• Q: What are manually entered prices?
  A: Manually entered prices include free-form products, manually overridden prices, and custom charges entered by staff.
• Q: Will rounding rules also apply to invoices?
  A: Yes. If enabled, rounding is applied consistently across quotes, orders, and invoices.
• Q: Can I prevent unpaid orders from entering production?
  A: Yes. Disable Allow orders not yet paid to appear in production.
• Q: Does artwork approval affect production scheduling?
  A: Yes. If artwork approval is required before scheduling, orders will not enter production scheduling workflows until approval is completed.

Additional Resources

• Set Up Price Rounding for a Store
• Configure Quote, Order, and Invoice Settings
• Create quote
• Create order
• Order Templates