Configuring Order Management Settings
Questions:
- How do I access the order management settings?
- How do I configure country tax settings and delivery limits?
- Where can I manage clerk notifications for offer requests?
Description:
This guide outlines how to configure core order management preferences within your system settings. You can manage delivery instructions, configure country-specific tax settings, and set up clerk notifications for incoming offers. Additionally, it covers the default position data fields that appear on customer documents.
Solution:
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Navigate to the System Configuration in System Settings
System -> System Settings -> System Configuration
- Choose the Order Management Section
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Configure Delivery Instructions
Within the Ordering Process section, you can enable Limit Delivery Instructions and Limit Billing Instructions. After adding countries, the corresponding country flag should be displayed. Note that the same default country cannot be deletable, but a different country will display a delete icon and can be removed.
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Apply Country Tax Settings
When Limit Delivery Instructions is enabled, selecting a country opens a right-side popup titled "Country Tax Settings for ". This popup includes Cancel and Apply buttons to save the specific tax configuration.
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Set Up Clerk Notifications
Go to Offer Management and select Clerk. Here, users can specify which users should be informed when an offer request is received. A delete icon is displayed beside the user ID, allowing you to remove the entry if no longer required.
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Review Position Data Fields
Under Position Data, specific fields are enabled by default and cannot be toggled off. The Item Number, Item Designation, and Unit Price fields are always displayed and are visible in the shopping cart, order view, receipts, and emails.
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Add Checkout Pre Text & Checkout Post Text
Use the Checkout Pre Text and Checkout Post Text sections to display custom messages on the checkout page.
- Checkout Pre Text – Displayed before the checkout section.
- Checkout Post Text – Displayed after the checkout section.
These fields can be used to provide instructions, important notices, promotional messages, or any additional information for customers during the checkout process.
- Click the Save button to ensure all changes take effect.
Tips and Tricks:
Pro-Tips:
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The same user can be added multiple times for clerk notifications if necessary.
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The country tax settings popup also applies to the default country selected in Default Settings.
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Keep the text concise and relevant to provide customers with clear information during checkout for Checkout Pre and Post Text.
Warnings:
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All changes made under Order Management will take effect only after clicking the Save button.
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Position data fields (Item Number, Item Designation, Unit Price) are mandatory and cannot be disabled from your receipts or order views.
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Avoid adding outdated, misleading, or sensitive information, as it will be visible to all customers for Checkout Pre and Post Text.