Quotes, orders, and invoices all have customization options that you can set to suit your business. This article does not cover the look and feel of these communications. The customization options set here cover numbering systems, validity dates, and some other features. For the look and feel customization of quotes, orders, and invoices, see the help article "Email and Order Templates".
Prerequisites
- You must have administrator access to use this feature
To Configure Quotes, Orders, and Invoices:
- Log into your DecoNetwork Website.
- Browse to Admin > Settings.
- Select Quote, Order and Invoice Settings.
The settings are displayed in the main work area.
- Configure the settings as required.
Quote, order & invoice number settings
- Prefix: is an alphanumeric that appears at the start of an order, quote, or invoice number.
- Initial number: is the first number to be used for quotes invoices and orders.
- Suffix: is appended to the end of invoices, orders, and quotes.
Quote settings
- Quote is valid for: sets the number of days the price stipulated in a quote will be valid.
Quote and order settings
- Hide supplier cost in Business Hub: prevents Business Hub operators from seeing the cost and profit of goods being sold in a quote or order. This information is found by viewing an order in edit mode and clicking in the Size / Qty field in an order line.
Business Hub price rounding
- Apply store price rounding in Business Hub: Tick this checkbox to turn on price rounding for Business Hub orders. If this setting is turned on, all new Business Hub orders will use the pricing rounding rules of the customer's store.
Business Hub orders - default store
- Store: sets which affiliate store will be used for branding and price settings for any orders placed through Business Hub. It is not a requirement to set this, in which case all settings and configurations will be as per Fulfillment Center defaults. If you have set up a "main store" it may have different pricing to the Fulfillment Center's default configuration, and thus orders placed through Business Hub will not match your main store.
Click Select Store to set an affiliate web store as the default store for all Business Hub orders.
Order invoiced settings
- Do not automatically mark internet orders as invoiced: tick this checkbox if you do not want Internet orders to be automatically marked as invoiced. When this option is enabled, Internet orders will be invoiced when they are marked as shipped. When the option is not enabled, Internet orders, except those submitted on account terms, will automatically be marked as invoiced.
Production settings
- Allow orders not yet paid to appear in production: tick this checkbox if you want orders that have not yet been paid for to 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.
Artwork approval settings
- Allow quotes and orders not yet paid to have artwork appear in artwork approval: tick this checkbox if you want artwork jobs from quotes and orders that have not yet been paid for to appear in Artwork Approvals. If the checkbox is un-ticked, artwork jobs will not appear until the quote or order has been paid for.
- Enable order artwork approval for all orders submitted via webstore checkout containing decorated items: tick this checkbox if you want an Order Artwork Approval to be created automatically by default when an Internet order has any customized items. If this setting is ticked, then Internet orders will have the "Order artwork requires approval" option ticked when opened in Business Hub.
Quote & order
- Include closed quotes/orders when searching under open quotes/orders in Business Hub: tick this checkbox if you want closed orders to be included in the search results when searching for orders under the open tab. This makes it convenient to search for closed orders without having to change tabs.
- When done, click the Save button.
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