Defining order types
Order types determine the number and types of stages an order goes through in processing. Different order types require different processing stages. Order types must be defined before orders can be entered and processed. Order types that have been assigned orders cannot be deleted.
Order types fall into one of the following system-defined order type categories:
- Standard
- Debit memo
- Credit memo
- Pro forma
You can define an unlimited number of order types for each order type category. The category selected for an order type determines the available Type options or order processing stages for the order type. Of the available Type options, you select which are required, and determine if an order type affects inventory.
For each defined order type, you can specify whether it affects inventory and whether the Shipping papers stage is used. The Default order type in Settings > Commerce > General determines the order type of all orders placed on the web. Authorized staff users can override the default value by selecting a new order type in the cart.
The stage that an order is set to when the order is determined as follows:
NoteIf the default order type is a Pro-forma type, then it will use the PRINTQUOTE stages and must be manually converted to a standard order.
If the option Split orders with both inventory and non-inventory items into separate orders is selected, and the order contains both inventory and non-inventory items, two separate orders will be created. Each follows the rules above to determine the stage.
Incurs shipping charges and Incurs handling charges options on a product do not affect the order stage. An item could incur shipping charges but still skip the manual shipping stage depending on the settings described above.
Default settings
Defining order types
Define the order types: