Sales order settings

Overview

Customize your sales order experience by changing your settings.
You can:

Set up your sales order process with Stages(for example, New, Processing, Picked, or Dispatched).
Control when users access a sales order.
Search for sales orders with more fields.
Add more fields to your sales order list view.
Choose additional fields you want to bulk update.
Automatically send emails to your customers when they place an order.
Print document templates from the List or Admin pages.
Choose a document template for your packing slips.

You can also update the sales order invoice template by customizing your document templates.

Requires Administrator rights

Open sales order settings

Select the User menu (your username) and then select Settings.
Select Sales and then Sales Order Settings.
Change your settings and then select Save.

Stages

Stages are the different steps for your sales order process. For example, you could have a New sales order which is then Awaiting Payment and then Dispatched. You can search for sales orders in a specific stage (all new sales orders). You can choose if you want your stages to show as a dropdown or checkbox list in the sales order list view.
You can add your own stages by:

Selecting Add Group.
Add the stage name to Group Name.

Many stages are created by CIn7 to help run ecommerce and WMS. However, you can remove a stage by selecting the cross button.

User access

You can decide which sales orders users can open. You can also create a search filter to help you view sales orders for a specific user. You can select:

Yes
All users can view all sales orders.
View Only If Selected As Created, Processed, or Sales Rep
A user can only view sales orders that they have created, processed, or are the sales rep for.
Yes - Show Users To Filter
Adds a search filter to the sales order list view. You can filter the sales order list to show orders a specific user has created, processed, or is the sales rep for.

User roles provide more control over who can view and edit sales orders.

Additional search fields

You can add a range of fields to the sales order list view. We recommend adding the Batch-Serial No if you use serial or batch numbers. If you use EDI or 3PL, you should add EDI Status and 3PL Status.

Show additional columns in the list

Expand the sales order list view to include more columns and show even more information. You can decide if these columns are available for all users, or managers only. This means that Admins and users wit h the Manager role (for sales order) can view that column.

Add a Position Number to decide where the column appears in the list view.

Bulk update

You can bulk update the information in your sales orders. You can choose extra fields to update in many sales orders. If you use EDI or 3PL, we recommend selecting Tracking Code, Carrier, SSCC No, ETD, EDI Status, 3PL Status, and Cancellation Date.

Bulk email

Set up your bulk email to send sales orders to customers in bulk. You need to choose the email template and select your Default From email address.

Print documents

You can add documents to your list and admin view in sales order. This helps you print out important forms or invoices quickly.

Add a new document template for sales orders:

Select Add New.
Choose the Document Template you want to print. You may need to create a new document template.
Add a Custom Name. This will show on the list or admin view.
Select where the document Appears In.
You can optionally choose:
- Pop Up
  The document opens in a new tab.
- PDF
  Creates a PDF instead of showing as an HTML.

Print consolidated pick list

You can print out the picking slips, delivery dockets, or invoices with a pick list at the top. You can bulk print in the sales order list view by selecting Actions and then Bulk Print Consolidated Pick.

Set up your consolidated pick list:

In Document to consolidate, select the document template you want to use.
In Update to stage after print, select the stage the sales order should move to when the picking slip is printed. For example, Release to Pick.
You can choose the Zones and Bins to Display. This will either show the available stock locations (Stock available to pick) or the locations for stock used in the sales order (Stock already allocated to the order).
In BOM Products Display, choose if you want Both parent and child items, Parent items only, or Child items only in your consolidated pick list.
You can optionally add the Max Number Of Orders Per List. This will group that number of orders (maximum) into the consolidated pick list. You may get multiple consolidated pick lists depending on the amount of orders you select and your maximum limit.