Order Settings
Configure how orders are processed, tracked, and managed throughout your workflow. Order Settings contains the core configuration for order processing, lead times, measurements, PDF generation, and delivery options.
Navigation: Settings → Orders
Quote Settings
Auto-Approve Internal Quotes
| Setting | Description |
|---|---|
| Enabled | Quotes entered by staff are automatically approved |
| Disabled | All quotes require manual approval |
When enabled, any quotes created by your company's employees will skip the approval workflow and immediately become available for payment.
Use Case: Enable this for internal sales teams who don't need quote review. Keep disabled when quotes need management oversight.
Lead Times
Lead times provide estimated durations for completing orders, helping set projected completion dates. Lead time calculation occurs when an order transitions from Quote to Ordered.
Enable Lead Time Projection
Toggle this setting to activate automatic lead time calculations on your orders.
Lead Time Handling
Choose how lead times are calculated for orders with multiple products:
| Mode | Description | Best For |
|---|---|---|
| Concurrent | Takes the longest single lead time, assuming all products are built simultaneously | Shops with parallel production capacity |
| Cumulative | Adds all lead times together, assuming products are built sequentially | Single-line production or constrained capacity |
Default Lead Time
Set the default number of business days for lead time calculations. This value is used when:
- Products don't have specific lead times configured
- As a baseline for new products
Units of Measurement
Measurement System
| System | Units |
|---|---|
| Imperial | Inches, feet, pounds |
| Metric | Millimeters, centimeters, meters, kilograms |
Default Unit Type
Select your primary unit within the chosen system:
Imperial Options:
- Inches
- Feet
- Yards
Metric Options:
- Millimeters
- Centimeters
- Meters
Display as Fraction
| Setting | Display |
|---|---|
| Enabled | Shows 1/2", 3/4", 1-1/8" |
| Disabled | Shows 0.5", 0.75", 1.125" |
Enable for woodworking and manufacturing where fractional measurements are standard.
Product Collection Settings
Collection Lock
When enabled, only items from the same "Collection" (product category) can be added to a single order.
| Setting | Behavior |
|---|---|
| Enabled | Ensures visual and functional consistency among order items |
| Disabled | Customers can mix products from any category |
Use Case: Enable for cabinet or furniture manufacturers where mixing styles would create inconsistent orders.
PDF Settings
Customize the appearance and behavior of generated PDF documents.
Invoice Settings
Invoice Page Breaks
| Setting | Behavior |
|---|---|
| Enabled | Each product starts on a new page |
| Disabled | Products flow continuously |
Enable for complex products requiring detailed specifications per item.
Document Terms & Conditions
Configure custom terms for each document type:
Quote Terms
Add company terms displayed at the bottom of quotes sent to customers.
Acknowledgement Terms
Terms appearing on acknowledgement documents generated after quote acceptance.
Invoice Terms
Payment terms and conditions displayed on invoices.
Cut Sheet Settings
Cut sheets are production documents used in manufacturing.
| Setting | Description |
|---|---|
| Font Size | Adjust text size (8-24pt, default: 12pt) |
| Display Fractions | Show measurements as fractions instead of decimals |
| Attribute Photos | Include product attribute photos on separate pages |
| Page Breaks | Start each product on a new page |
| Landscape Mode | Generate in landscape instead of portrait orientation |
Order Types
Define and manage different order classifications with automatic discount application.
| Type | Default Discount | Use Case |
|---|---|---|
| Standard | 0% | Regular customer orders |
| Remake | 100% | Manufacturing errors at no charge |
| Sample | 50% | Sales samples at reduced cost |
| Warranty | 100% | Warranty replacements at no charge |
Creating Custom Order Types
- Click Add Order Type
- Enter the type name
- Set the discount percentage
- Configure any special conditions
Payment Terms
Define payment conditions that can be attached to customer profiles.
| Field | Description |
|---|---|
| Payment Term Name | Label identifying the term (e.g., "Net 30") |
| % to Order | Percentage required to initiate production |
| Deposit Required | Whether deposit is necessary to convert quote |
| Description | Brief explanation of conditions |
Common Payment Terms
| Term | Description |
|---|---|
| COD | Cash on delivery, full payment at receipt |
| Net 30 | Full payment due within 30 days |
| Net 30 w/ 50% Deposit | 50% upfront, balance within 30 days |
| Prepaid | Full payment required before production |
Stations
Designate and organize workflow stations for order tracking on your production dashboard.
| Setting | Description |
|---|---|
| Name | Station identifier (e.g., "CNC", "Assembly", "Finishing") |
| Color | Visual color code for dashboard calendar |
| Sequence | Drag and drop to reorder workflow progression |
Stations appear on the dashboard calendar, allowing you to track orders through production stages.
Delivery Options
Configure shipping and delivery methods available to customers.
Delivery Types
| Type | Description |
|---|---|
| Standard Shipping | Flat rate or calculated shipping |
| Carrier Services | Real-time rates from FedEx, UPS, USPS |
| Freight/LTL | Large shipment freight quotes |
| Local Delivery | Zone-based delivery |
| Customer Pickup | Will-call pickup at your location |
| White Glove | Inside delivery with setup |
Delivery Configuration
For each delivery option, configure:
| Setting | Description |
|---|---|
| Name | Display name for customers |
| Days | Available delivery days |
| Area | Geographic coverage |
| Pricing Type | Flat rate, Dynamic (per lb), or Carrier Rates |
| Price | Base price for flat/dynamic pricing |
| Status | Active or Disabled |
Carrier Services Integration
When carrier services are enabled, customers can shop real-time rates from multiple carriers during checkout.
See Shipping & Logistics for detailed carrier setup.
Labels
Configure label templates for printing shipping and product labels.
| Setting | Description |
|---|---|
| Name | Template identifier |
| Size | Width × Height in inches |
| Labels per Row | Number of labels across the sheet |
| Labels per Sheet | Total labels per printed page |
| Margins | Top and side margins |
| Count Method | "Count Quantity" or "Enter Manually" |
Related Settings
- Packaging Settings - Smart packaging algorithm configuration
- Tax Settings - Tax calculation setup
- Storefront Settings - Customer-facing embed configuration
- Shipping & Logistics - Carrier accounts and rate shopping