Efficient management of customer orders is essential for business success, and the Customer Orders feature plays a central role in this aspect. Whether you're an experienced professional or new to the business scene, having a clear understanding of customer orders is key.

This guide acts as your comprehensive resource for frequently asked questions (FAQs) and troubleshooting tips related to the Customer Orders feature within the Customers & Loyalty module. Our goal is to unravel any uncertainties you may encounter, ensuring you can maximise the benefits of this feature for smooth back-office transactions against customer accounts. Let's simplify the process of handling customer orders, empowering your business to thrive through the effective use of the Customers & Loyalty module.

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Frequently Asked Questions

Can I Configure Default Settings For Customer Orders?

Troubleshooting

A Product Is Not Available To Select In A Customer Order.

A Till Is Not Available To Select In A Customer Order.

A Payment Media Is Not Available To Select In A Customer Order.

Frequently Asked Questions

Can I Configure Default Settings For Customer Orders?

To streamline the customer order entry process and minimise the chances of selecting incorrect settings, a set of defaults can be established for the site initiating the order or the customer receiving the order. These defaults automatically populate when creating a customer order. The configurable default settings include:

Default Customer Order Price Level

When creating a customer order, after selecting the customer you are prompted to select the price level for the order, to determine item prices within the order.

To save time selecting a price level and/or to reduce the risk of the incorrect price level being selected, a Default Customer Order Price Level can be set against:

Company
Sites - This overrides the company default.
Customer Type - This overrides the company and/or site default.
Customer - This overrides the company and/or site and/or customer type default.

If a default is defined, the price level cannot be changed within the customer order.

Default Customer Order Payment Media

When creating a customer order, the payment total can be set to auto-populate with the order total against a specific payment media, to save time selecting a payment media and/or to reduce the risk of the incorrect payment media being selected.

The Default Customer Order Media can be set against:

Company
Sites - This overrides the company default.
Customer Type - This overrides the company and/or site default.
Customer - This overrides the company and/or site and/or customer type default.

If a default is defined, the payment media can still be changed within the customer order.

Default Customer Order Date

When creating a customer order, the dispatch date will naturally default to the current date and time.

If required, this can be changed for a site so that the customer order dispatch date instead defaults as either:

Today: The dispatch date time defaults to midday of the current day.
Yesterday: The dispatch date time defaults to midday of the previous day.

The Default Customer Order Date is set within the site setup.

If a default is defined, the order date and time can still be changed within the customer order.

For more details on customer order site settings, Click Here.

Default Customer Order Location

When creating a customer order, the location that the transaction gets assigned to can automatically populate within the customer order if required to save time having to select the location each time if it is always the same.

The Default Customer Orders Location is set within the site setup.

If a default is defined, the location can still be changed within the customer order.

For more details on customer order site settings, Click Here.

Default Customer Order Till

When creating a customer order, the till that the transaction gets assigned to can automatically populate within the customer order if required to save time having to select the till each time if it is always the same.

The Default Customer Orders Till is set within the site setup.

If a default is defined, the till can still be changed within the customer order.

For more details on customer order site settings, Click Here.

Default Customer Address

When assigning an address to a customer, a Default Delivery Address and Default Billing Address can be selected.

The selected address then shows by default when the customer order is created.

For more information on defining customer addresses, Click Here.

Troubleshooting

A Product Is Not Available To Select In A Customer Order.

When placing customer orders, a product only shows in the Customer Order Items section if the product has an active price stored against the price level used by the customer order.

For more information on product pricing, Click Here.

A Till Is Not Available To Select In A Customer Order.

When placing customer orders, assigning the transaction to a specific till is only possible if the till has been enabled for customer orders within the till setup.

To enable a till for customer orders:

Access the till within the till setup section.
Select the Back Of House checkbox.

For more information on updating tills, Click Here.

A Payment Media Is Not Available To Select In A Customer Order.

In the process of placing customer orders, payment methods will only appear in the Customer Order Payments section below if they have been enabled in the payment setup.

To enable a payment media to use within customer orders:

Access the media within the payment media section.
Select the Customer Orders Enabled checkbox.

For more information on updating payment media, Click Here.