Order & Store Settings
The Orders settings area — labeled Store Settings at the top of the page — is where you shape how orders are quoted, priced, documented, taxed, delivered, and packaged. It's the second stop (after Company) for setting up a paid shop.
Navigation: Settings → Orders
The area is organized into tabs. The General tab holds the bulk of the settings below, plus Order Types. Separate tabs cover Storefront, Taxes, Delivery Option, Packaging, and Payment Terms.
Note: Looking for measurement units, build/cut sheet appearance, production Stations, or Label templates? Those are not here — they live under Settings → Shop, a Production-tier page. See Shop Settings.
Availability: On the Free (inquiry-only) plan, the money and shipping tabs — Taxes, Delivery Option, Packaging, Payment Terms — are hidden. Free keeps General and Storefront only. Those tabs unlock on Commerce and up.
Quotes
Two settings control how quotes are approved and how long their prices hold.
Automatically approve internally entered quotes
| Setting | Behavior |
|---|---|
| On | Quotes entered by your own staff skip the approval step and are immediately ready for payment. |
| Off | Every quote requires manual approval before it can move forward. |
Tip: Turn this on for sales teams you trust to price correctly; leave it off when quotes need a manager's review.
Quote Validity (days) — the price lock
When an order is placed, its prices are locked so later edits don't silently re-price it from your current catalog. Quote Validity sets how many days that lock lasts.
- After the window passes, the next edit to the order (or an explicit pricing refresh) recalculates against your current product prices.
- Leave it blank for no expiry — locked prices never auto-recalculate.
Note: This protects a placed order from drifting if you change catalog prices afterward. If you want a quote to reflect the latest prices, edit it after the validity window, or trigger a manual pricing refresh.
Unit Price Rounding
Controls how a calculated unit price (from a dimension-based pricing formula) is rounded.
| Option | Behavior | Example |
|---|---|---|
| Nearest Cent (default) | Standard rounding to the nearest cent. | $12.344 → $12.34; $12.345 → $12.35 |
| Round Up | Always round up to the next cent. | $12.341 → $12.35 |
| Round Down | Always round down. | $12.349 → $12.34 |
Tip: Shops that never want to under-charge on formula-priced items pick Round Up; those that prefer clean, predictable numbers usually stay on Nearest Cent.
Additional Fee
An easy-to-miss revenue lever: add a percentage-based fee to order totals before tax, with a custom label shown on documents (for example "Non Cash Price" or "Service Fee").
- Toggle Enable Additional Fee on.
- Set the Fee Percentage (0–100%) — applied to the order subtotal after any discount.
- Set the Fee Label — the name shown on quotes and invoices.
- Choose how it's applied:
| Apply To | Behavior |
|---|---|
| All Orders | The fee is added automatically to every order during entry. |
| Individual Orders | The fee is off by default; you toggle it on or off per order in the order's Payments & Documents section. |
| By Payment Type | The fee applies automatically based on the payment method — pick any of Card, Cash, Check, ACH / Bank Transfer, or Manual. |
Note: If you choose By Payment Type but select no payment types, the fee won't apply to anything. A common use is a card surcharge: choose By Payment Type and select Card only.
Lead Times
Lead times produce an estimated completion date when an order moves from Quote to Ordered.
- Toggle Enable Lead Time Projection on.
- Choose how multi-product orders are handled:
| Mode | Description | Best for |
|---|---|---|
| Concurrent | Uses the single longest lead time, assuming products are built in parallel. | Shops with parallel production capacity |
| Cumulative | Adds all products' lead times together, assuming sequential builds. | Single-line or capacity-constrained shops |
- Set a Default Lead Time in business days — used when a product has no specific lead time of its own.
Product Collection Settings
Collection Lock
| Setting | Behavior |
|---|---|
| On | Only items from the same Collection can be added to one order, keeping an order consistent. |
| Off | Products from any category can be mixed on one order. |
This works with the Collection flag on categories — see Product Settings.
Customer List Order
Controls the order customers appear in on the Customers page and in every customer dropdown on an order.
| Option | Behavior |
|---|---|
| Date Added (default) | Oldest customers first, in the order they were created. |
| Alphabetical (A–Z) | Sorted by customer name, ignoring capitalization — easier to scan a long list. |
Global Search
Include Archived Records in Search
| Setting | Behavior |
|---|---|
| Off (default) | Archived orders and customers stay hidden from the search bar at the top of the dashboard. |
| On | Archived orders and customers appear in top-bar search results. |
Document & PDF Settings
Everything under PDF Settings shapes how your generated quotes, acknowledgements, and invoices look.
Layout
| Setting | Behavior |
|---|---|
| Landscape Orientation | Generate documents in landscape instead of portrait. |
| Enable Invoice Page Breaks | Start each product on its own page. Useful for complex products with lots of detail. |
Attribute photos on documents
Three independent toggles append product attribute photos on their own page at the end of a document. Turn them on per document type:
- Display Attribute Photos on Quotes
- Display Attribute Photos on Acknowledgements
- Display Attribute Photos on Invoices
Line Item Numbering
| Option | Behavior |
|---|---|
| By Order (continuous) | Line numbers run 1, 2, 3… across the whole order. |
| By Item | Numbering restarts at 1 for each item. |
Document Font Size
Set the font size for text on quotes, acknowledgements, and invoices. Range 6–14 pt (default 9). Smaller sizes help fit more columns on a page.
Note: This is a different control from the build/cut sheet font size (8–24 pt, default 12), which lives under Shop Settings. One governs customer-facing documents; the other governs shop-floor production sheets.
Terms & Conditions
A rich-text editor lets you set custom Terms and Conditions for each document type separately, using bold, headings, lists, and alignment:
| Tab | Where it appears |
|---|---|
| Quote | At the bottom of quotes sent to customers. |
| Acknowledgement | On the acknowledgement generated after a quote is accepted. |
| Invoice | At the bottom of invoices. |
Order Types
Below the general settings on the same tab, Order Types let you define order classifications, each with a default discount that's applied automatically.
| Type | Typical default discount | Use case |
|---|---|---|
| Standard | 0% | Regular customer orders |
| Remake | 100% | Fixing a manufacturing error at no charge |
| Sample | 50% | Sales samples at reduced cost |
| Warranty | 100% | Warranty replacements at no charge |
To add your own: click Add Order Type, name it, set the discount percentage, and save.
Storefront
The Storefront tab controls your selling mode (Direct Order vs Quote-Based), whether prices show on quote-based products, and the embed codes for your website. It's covered in full on its own page — see Storefront Settings.
Taxes
Availability: Commerce and up. Hidden on Free.
The Taxes tab lets you use manual tax rates or automatic Stripe Tax. See Tax Settings.
Delivery Option
Availability: Commerce and up. Hidden on Free.
Configure the delivery and shipping methods customers can choose — flat-rate, dynamic (per-weight), live carrier rates, local delivery, pickup, and white-glove. Each option has a name, coverage area, pricing type, and active status. For carrier accounts and live rate shopping, see Shipping & Logistics.
Packaging
Availability: Commerce and up. Hidden on Free.
The Packaging tab configures the smart-packaging engine — box and pallet sizes and consolidation rules. See Packaging Settings.
Payment Terms
Availability: Commerce and up. Hidden on Free.
Define reusable payment terms you can attach to customers.
| Field | Description |
|---|---|
| Payment Term Name | Label for the term (e.g. "Net 30"). |
| % to Order | Percentage required to start production. |
| Deposit Required | Whether a deposit is needed to convert a quote. |
| Description | A short explanation. |
Common examples: COD, Net 30, Net 30 w/ 50% Deposit, and Prepaid.
Next Steps
- Storefront Settings — selling mode, price visibility, and embed codes
- Tax Settings — manual rates or automatic Stripe Tax
- Packaging Settings — box/pallet sizes and consolidation
- Shop Settings — measurement units, build sheets, stations, and labels
- Product Settings — categories, attributes, and collections
- Settings Overview — where every setting lives