Guide: Order Setting

Order Setting

Go to Settingsmenu under Omni Salesmodule from the left sidebar -> Select the Order setting

Diary sync

• Clear data: If click Clear databutton, all data in the Diary sync menuis deleted. Data in other menus remains unchanged.

• Number of days to save diary sync: If you enter the number of days the log is saved, the sync log will be deleted automatically when it expires. Otherwise, if the time is not entered, the sync log will not be deleted.

• Enable automatic invoice sync If “Enable automatic invoice sync” is disabled: sync orders without creating invoices.If “Enable automatic invoice sync” is enabled: When an order is synced from Woo to the system, an invoice will be automatically generated from this order.Select date at the Invoices synced on Woocommerce will be set due date on the "X" day of every month.

• If “Enable automatic invoice sync” is disabled: sync orders without creating invoices.
• If “Enable automatic invoice sync” is enabled: When an order is synced from Woo to the system, an invoice will be automatically generated from this order.Select date at the Invoices synced on Woocommerce will be set due date on the "X" day of every month.

Order

• Allows creation of export stock without invoice: When you enable this option, you can create export stock without invoice.Note: You need to uncheck "Create an inventory delivery voucher note when the Invoice is created" in Settingsmenu under Inventorymodule ->General->Receiving & Delivery.It's help avoid the case of inventory delivery voucher being created twice when you create inventory delivery voucher before invoice.

• Allow showing shipment in public link: Allow shipment display in public link.If you check, shipment information will show in order details of the public link.Conversely, if you do not check, the public link does not display shipment information.

Allow showing shipment in public link: Allow shipment display in public link.

• If you check, shipment information will show in order details of the public link.
• Conversely, if you do not check, the public link does not display shipment information.

• Notification recipients: if you have selected a notification recipient in the Notification recipients field, this person will receive web notifications every time there is an order from the client portal. Conversely, if no one is selected, no one will receive the web notification.
• Shipping fee Form: calculate shipping fee according to 2 types: Fixed amountor Percentage (% of order value).Default shipping fee for POS order: applies to all orders on POS channel Default shipping fee for client order: applies to all orders on Portal channel Default shipping fee for manual order: applies to all manual order Example 1: Shipping fee Form = Percentage Default shipping fee for POS order  = 10Default shipping fee for client order = 5Default shipping fee for manual order = 0Assuming order on POS = $1000, then Shipping fee = 10% * $1000 = $100Assuming Portal order = $1000, then Shipping fee = 5% * $1000 = $50Assuming the order on manual order = $1000, then Shipping fee = 0Example 2: Shipping fee Form = Fixed Default shipping fee for POS order  = 10Default shipping fee for client order = 5Default shipping fee for manual order = 0All orders on POS have a shipping fee = $10.All orders on Portal have a shipping fee = $5.All orders on manual order have a shipping fee = $0.
• Order statuses are allowed to sync: select the status of orders that are allowed to sync from Woo store to CRM.

• Default shipping fee for POS order: applies to all orders on POS channel
• Default shipping fee for client order: applies to all orders on Portal channel
• Default shipping fee for manual order: applies to all manual order Example 1: Shipping fee Form = Percentage Default shipping fee for POS order  = 10Default shipping fee for client order = 5Default shipping fee for manual order = 0Assuming order on POS = $1000, then Shipping fee = 10% * $1000 = $100Assuming Portal order = $1000, then Shipping fee = 5% * $1000 = $50Assuming the order on manual order = $1000, then Shipping fee = 0Example 2: Shipping fee Form = Fixed Default shipping fee for POS order  = 10Default shipping fee for client order = 5Default shipping fee for manual order = 0All orders on POS have a shipping fee = $10.All orders on Portal have a shipping fee = $5.All orders on manual order have a shipping fee = $0.

Default shipping fee for POS order: applies to all orders on POS channel

Default shipping fee for client order: applies to all orders on Portal channel

Default shipping fee for manual order: applies to all manual order

Example 1: Shipping fee Form = Percentage

Default shipping fee for POS order  = 10

Default shipping fee for client order = 5

Default shipping fee for manual order = 0

Assuming order on POS = $1000, then Shipping fee = 10% * $1000 = $100

Assuming Portal order = $1000, then Shipping fee = 5% * $1000 = $50

Assuming the order on manual order = $1000, then Shipping fee = 0

Example 2: Shipping fee Form = Fixed

Default shipping fee for POS order  = 10

Default shipping fee for client order = 5

Default shipping fee for manual order = 0

All orders on POS have a shipping fee = $10.

All orders on Portal have a shipping fee = $5.

All orders on manual order have a shipping fee = $0.

Order statuses are allowed to sync: select the status of orders that are allowed to sync from Woo store to CRM.

Order returns

• Return order prefix: configure the prefix for Order return
• The return request must be placed within X days after the delivery date: Configure the maximum number of days to be returned after X days from delivery date

Return order prefix: configure the prefix for Order return

The return request must be placed within X days after the delivery date: Configure the maximum number of days to be returned after X days from delivery date

• Conditions for an order to be generated with a return slip when the status is Finish, the shipment status is Product deliveredand after X days from the delivery date

Conditions for an order to be generated with a return slip when the status is Finish, the shipment status is Product deliveredand after X days from the delivery date

• Particularly for those orders that do not have a shipment, they can create a return order with Finishstatus

Particularly for those orders that do not have a shipment, they can create a return order with Finishstatus

• Fee for Return Order: shipping costs to be borne by the customer.
• Refund loyalty point: applies to the case when the customer uses the points in the order, when accepting the customer's return order, the loyalty points will be refunded to the customer.
• Return policies information: Create content for Return policies information.

Fee for Return Order: shipping costs to be borne by the customer.

Refund loyalty point: applies to the case when the customer uses the points in the order, when accepting the customer's return order, the loyalty points will be refunded to the customer.

Return policies information: Create content for Return policies information.

Client Portal

• Display Shopping cart and Products on Client portal: if enabled, display Cart and Products and Order list menu in client portal.And you have to enable Show Portaloption in default Setting