Order settings
Overview
You can select a default branch with a default stage and approval status for any orders placed in your B2B online store. You can also manage your order history and BOMs for downloaded sales orders.
You may need to setup your:
Open order settings
Select Integrations from the left navigation and then select your B2B online store.
Select the
cog icon to open Settings.
Click on the Order Settings tab.
Change any of the settings below and then select Save Settings.
Default branch
Orders can be set to automatically download to a selected branch. Unless a different branch is selected, orders will download to the Main Branch.
Download orders as
Orders can be set to download as Draft or Approved. Orders downloaded as Approved will automatically update Stock Available or Stock on Hand quantities.
Document template
A template can be selected for the Order History page in the online store. This determines how customers view their past orders.
Choose an order type template so customers can view an invoice by clicking on Order Ref in the Order History page.
If the template is not an order type template, when your customer clicks Order Ref, an error appears.
Expand BOMs on order download
Orders can be set to automatically expand BOMs for sales orders, allowing for component stock in product bundles to be reduced.
Default 3PL status
This setting appears when a Cin7 Omni account is integrated with a 3PL. Orders can be transferred to a 3PL, based on 3PL integration settings.
Default order stage
Orders can be set to download at a specific stage, for example, Release to Pick. Options depend on the stages set up in a specific Cin7 Omni account.
Receive order confirmation emails
You can receive all customer order confirmation emails through your B2B online store.
Add the email address that should be BCC'd on the customer's order confirmation email. You can add up to four email addresses by clicking Add another email address.