Sales Orders & Sales Documents
Flax Enterprise Configuration App · Process guide
These settings control which sales documents cashiers can see and open, and how sales orders are created, listed, picked up and edited.
Sales documents
General settings > Sales, saved with Save.
General settings > Sales
| Setting | What it does |
|---|---|
| Filter all sales documents by active cart non-default customer | When a customer other than the default customer is on the cart, sales document lists show only that customer's documents |
| Pending sales can be opened on Location level | Pending sales can be opened at any register in the same location |
| Disable selling to default customer | A sale cannot be completed with the default customer; a real customer must be added |
| Prevent saving an order if it includes any gift cards | Blocks saving a sales order that contains a gift card |
Role-level, in Role Settings > Sales:
| Setting | What it does |
|---|---|
| User Group can only access Sales Documents on the Recent Sales page for the Location where it is logged in | Limits the role's Recent Sales page to documents from its current location |
Creating and picking up sales orders
Role Settings > Sales. Choose the role in Configure role, then save with Save Configuration.
Role Settings > Sales: Sales and Sales Orders Creation Settings
| Setting | What it does |
|---|---|
| User Group is allowed to create and pick up sales orders with zero stock | Lets the role create and pick up orders for items with no stock. Applies to both the Standard and New sales order creation flows. Stock is checked against all locations or the current location only, depending on General settings > Products > Search stock from all locations |
| Use simplified Sales Order pick-up flow | Turns on the simplified pick-up flow for the role |
| Default type of delivery | Delivery type pre-selected on new orders |
| Default project | Project pre-selected on new orders |
| Default priority | Priority pre-selected on new orders |
| Full payment is required when creating the Sales Order | The order must be paid in full when it is created |
The simplified pick-up flow must also be turned on per register, in Locations & Devices > Register Settings > Payments > Simplified Sales Order pick-up. Turn it on in Role Settings > Sales first. This flow does not require payment.
Register Settings > Payments: Simplified Sales Order pick-up
Sales order list
Role Settings > Sales > Sales Orders List View Settings for the User Group. These set the default filters on the role's sales order list.
Role Settings > Sales: list view and editable order fields
| Setting | What it does |
|---|---|
| Status | Default order status filter |
| Type of Delivery | Default delivery type filter |
| Project | Default project filter |
| Payment status | Default payment status filter, for example Paid |
| Fulfillable / unfulfillable orders | Which orders are listed. Fulfillable Orders are always included; tick Unfulfillable Orders to list those too |
| Hide Cancel Button for User Group | The role cannot cancel sales orders |
Editing sales orders
Role Settings > Sales > User Group can edit in Sales Order details. Each switch lets the role edit that field on an existing order: Customer, Contact person, Ship to address, Location, Delivery date, Status, Sales project, Printed notes, Address, Ship to, Ship to contact person, Shipping date, Creator, Type of delivery, Product level notes, Internal notes.
Related settings
- Allowed tenders on sales orders: see Payments & Tenders.
- Save/Start Order and Suspend Sale grid buttons: see POS Screen Layout. The Save/Start Order button label depends on the role's sales order flow setting.