Order Types Explained
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Summary
This article explains the order types within the Sales Ordering and Purchase Ordering modules of Platinum and how they can be configured
More Information
The order types define what processes need to be completed for an order to be considered finished within Platinum. These can be configured depending on your needs and how much paperwork you wish to produce.
Sales Order Types
To configure the Sales Order types go to " Order Processing Sales Ordering Maintenance Options General Order Parameters". You will see five lines of Order Types and four options for each. The options on here are Confirm, Picking, Complete and Delivery Note. Where there is a 'Y' under a heading it means that process needs to be completed for each order.
- 'Confirm' - Defines whether you want to print an Order Confirmation for the Sales Order.
- 'Picking' - Defines whether you want to print a Picking List for the Sales Order.
- 'Complete' - Defines whether you need to complete an item before it is booked out to the customer.
- 'Delivery Note' - Defines whether you want to print a Delivery Note for the Sales Order.
