Web Order Options window

Web Order Type

Enter the default order type for orders placed over the Web. Web orders may use a pro forma or standard order type. Select the Find icon to look up an order type; order types are defined on the Set up order types window (from Orders, select Set up tables > Order types).

Select a pro forma (PF) order type to verify the customer and order information before creating a standard (REG) order. After verification, convert and process an order through its appropriate order processing stages.

Select a standard (REG) order type to bypass the pro forma stages and process inventory availability immediately when the cart is submitted. Standard orders that do not contain inventory items have the option of being transitioned directly to the invoice or completed stage.

Advance to stage

Select the stage that standard, non-inventory orders placed over the web will be advanced to:

• Default per order type settings - The stage is determined based on the configuration of the selected Web order type.
• Ready for invoice printing - The order will be advanced to the INVOICE stage ready for the invoice to be printed.
• Completed - The order will be automatically invoiced and advanced to the COMPLETED stage.

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Note

This option is only available when the Web Order Type is set to a standard order type.

Split orders with both inventory and non-inventory items

Enable this option if you wish for orders that contain inventory items and non-inventory items to be split into separate orders.

This option is only available when the Web Order Type is set to a standard order type and the Advance to stage is set to Ready for invoice printing or Completed.

Web Sales Tax Authority

The Web Sales Tax Authority options allow you to define the tax codes for orders placed over the Web. If the customer's ship to address (city and/or state) match the ones entered in the Web Sales Tax Authority or the State's tax authority in the Web setup in iMIS, the web view shows the calculated taxes. If these settings do not match, no taxes are assessed. The logic behind this is that you are assessed taxes if the organization you are ordering from is located in the same city and/or state.

• City - Enter the city from where you want to generate your Web orders.
• City tax code - Enter the tax code for the city or municipality entered in the City field if taxes are applicable. Tax codes are defined on the Set up tax codes window (from Orders, select Set up tables > Tax codes).
• State/Province - Enter the state from where you want to generate your Web orders. State/Province codes are defined on the State/province codes window (from Customers, select Set up tables > State/province codes).
• State tax code - Enter the tax code for the state or province entered in the State/Province field. Tax codes are defined on the Set up tax codes window (from Orders, select Set up tables > Tax codes).

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Note

You must enter a tax authority and a tax code for taxes to be calculated and applied. For example, if you specify a State/Province but no State tax code, no tax is calculated.

Use customer's default tax authority

The Use customer’s default tax authority option displays on the Web Order Options window only when the selected Taxation Method is set to Default on the Organization Names window.

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Note

If the Canadian or VAT taxation method is enabled, the Use customer’s default tax authority option is not displayed.

Check-out Message

Enter the message you want to display on your order checkout page.

To define web order options

1. From Orders, select Set up module to open the Set up module window.
2. Click Web to open the Web Order Options window.
3. Enter PF for the default Web Order Type.

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Note

The pro forma order type (PF) is required.

4. Define your Web Sales Tax Authority options by entering both a tax authority and a tax code.
5. (optional) Enable the Use customer's default tax authority option.
6. Enter the Check-out Message you want to display on your order checkout page.
7. Click Save.