Customer order settings view

Customers > Customer orders > Customer orders settings

  • This view is where you can control the settings for customer orders.

Tab/Field name Description
Select source

If this check box is selected the user can add customer order's source information but it's not mandatory.
Select delivery

If this check box is selected the user can add delivery method information but it's not mandatory.

Expires in Select when a customer order should expire. The user can choose in how many days, weeks, months or years a customer order will expire.
Number sequence Here the user has an option to type in a description of the number sequence. If this field is left empty the POS automatically creates a number.
Accepts deposit Select this check box if a minimum deposit is required.
Minimum deposit Type in the minimum deposit percentage.

Tab/Field name

 Description
Select source

If this check box is selected the user can add quote's source information but it's not mandatory.
Select delivery

If this check box is selected the user can add delivery method information but it's not mandatory.

Expires in Select when a quote should expire. The user can choose in how many days, weeks, months or years a quote will expire.
Number sequence Here the user has an option to type in a description of the number sequence. If this field is left empty the POS automatically creates a number.

What is the view used for?

  • View all delivery and source configurations the user can choose from when creating a customer order in POS.
  • Search for a delivery or source using the search filter.
  • Edit a description of source and deliveries.
  • Add a source or a delivery.

List of configurations

Fields & buttons Description
Description Displays the configuration description.
Type Displays whether configuration is of type delivery or source.
Edit Highlight a configuration line on the list and click on this button to edit the configuration.
Add Click on this button to add a new configuration.
Delete

Highlight a configuration line on the list and click on this button to delete the configuration.

Note: If the configuration is in use, the system won't allow you to delete the configuration.

Search filtering

Configuration can be searched in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open the view.

Fields & buttons Description
  • Description
  • Type

Select a filter type for each search filter line .

Select to filter by all types, source or delivery.
  • Begins with
  • Contains
  • Begins with: Selecting this option allows you to search for the beginning of the configuration description.
  • Contains: Selecting this option allows you to search for the number or letters within the description .

This field is only visible for types that allow free text search. That is ID and description.

Search field Enter the search criteria. For description you can enter a free text.

If there are more than one lines press this button to delete a search criteria.

You can also unselect the check box to exclude a criteria from the search.

Press this button to add search criteria.

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened .
  • Load default layout: If you have edited the search settings since you last opened the configuration list view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the and buttons front of the filter type .

Button:
Search

 Press this button or hit enter button on keyboard to search for a configuration with the filters set.

See also

 

Last updated: March 2017
Version: LS One 2017.1