Valid from: 2022.06.00

Order entry settings (window)

Main menu: Settings > Order reception > Order settings

Order reception: Shortcuts > Order settings

In the Order entry settings window, it is possible to set what is shown in order reception and how that should work. For more information, see Arranging the sections in order reception and The tab order in order reception.

General

Function	Description
Edit reference	: The user can enter new references (orderers), which are added to the customer in the customer registry. : The user can choose from among the references that already exist for the customer in the customer registry.
Edit customer project	: The user can enter new customer projects, which are added to the customer in the customer registry. : The user can choose from among the customer projects that already exist for the customer in the customer registry.

Settings

These settings override the corresponding office settings (Order Settings tab).

: The office setting applies.

/: The setting in this window applies.

Default values

Default settings for new orders.

Values to keep when copying orders

Settings that are transferred to the new order when orders are copied. The settings only apply when orders are copied in order reception, not when they are copied in any other way.

More settings

Times and Dates

Function	Description
Change succeeding times	If the pickup time is changed on the order, the delivery time will change accordingly. Note: The order date is not affected. Times that have been entered manually on the order are not changed. Example A service has given the order a latest pickup time of 3 pm and a latest delivery time of 4 pm. If the pickup time is changed to 3.30 pm, the delivery time will be 4.30 pm.

Pricing

Function	Description
Validate pricing weight	: The order has to have a pricing weight. If it does not have that, the order cannot be saved and an error message is displayed. : The order does not have to have a pricing weight.

Data

Show/hide fields under Data in order reception.

Form flow

Here the following are set:

• Which fields and settings are to be shown. Select Visible.

• Which fields and settings must be filled in when a new order is created. Select Mandatory.

• Which fields and settings are important stops. Select Major stop. You jump forwards and backwards between the important fields in order reception by pressing Enter and Shift + Enter.

• The order in which you jump between the fields with the tab key. Drag the fields up or down in the list, or use to move them up/down. For more information, see The tab order in order reception.

• The function to display fields in capitals does not work at the moment.

For more information, see Adding fields and checkboxes in order reception and in the articles about the individual sections in order reception.

Tab settings

To help you work as efficiently as possible in order reception, you can choose which information to display and in what order. You can set the following:

• Which sections are displayed.

• Which sections are displayed under which tabs.

• The order in which the sections appear on each tab and the order in which the tabs are arranged.

• Which sections are next to each other and which sections take up the full width of the window.

For more information, see Arranging the sections in order reception.

Control

Address settings

Function	Description
Load customer project as sender	The sender address on the order changes when the customer project changes.

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