How do I configure defaults for my online orders?
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Summary
If you sell on eBay or on an e-commerce website, you can have all of your sales automatically created in Platinum Sales Order Processing, saving you the time of finding or creating customer records and letting you concentrate on the important business of sending goods to your valuable customers. These orders can be created with a set of defaults which you are able to configure.
 | Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page to set up the eBay link or to get your online orders into Platinum. |
More Information
Go to " Reports & Parameters Maintenance Options System Administrator Add or Edit Customer References". In here you will see a list of available customer references.
- If you wish to amend the defaults for eBay orders click on the "eBay" customer reference and click [Edit].
- To edit orders created from your own e-commerce website click on the "Own Website" and click [Edit].
- Click on the "Parameters" tab.
- "Cost Centre" - If you want to have all orders and customers created from this source click into the "Cost Centre" field and enter the appropriate centre or search for the correct centre.
- "Payment centre" - Enter here the default payment centre for customers and orders created from this source. If you have the system set to create deposits for each order this will also be the payment centre the deposit is created against.
- "Create deposits?" - Setting this parameter to 'Yes' Platinum will create deposits against the orders as they are created.
- "Order type" - Use this drop down to select the default order type for orders from this source. This can be useful if you only want to have to print a delivery note for your web orders whereas your normal customer orders require you to print confirmation notes. Leaving this as 'Default' will let the system create orders with your default order type. For more details on order types see here.
- "Order depot" - If you are running a multi-depot operation you can have your orders defaulted to a specific depot by entering it here. If this is left blank orders will be created at your default depot, usually 'STOCK'.
- "Order Status" - Enter here the status you wish to have applied to orders created from this source, this can be useful when searching for orders from the Sales Order Maintenance screen. You can also use the status to colour code your orders, making it easy to see at a glance which are orders from your website, eBay and retail orders. For more details on creating statuses see here.
- "Price Code" - Any customers created from this source can have a price code assigned to them, meaning if you manually create an order for one of these customers it will use this price code instead of the default retail price against items. This will not affect the prices of items on any orders created from this source. For more details on using price codes see here.
See also
