Order Settings - General

Explanation and troubleshooting for the settings found in Orders > Settings.

Orders > Settings contains the following sections with settings that affect your Orders.

Shipping Origin

Shipping Origin is the origin address for your shipments. Shipping rates are calculated with this origination address based on the method and provider.

Minimum Order Quantity

Orders > Settings > Minimum Order Quantity are the global settings for requiring more than a set quantity of items to submit an order.

Minimum quantity can also be set for specific products or groups of products.

Admin Orders List

Restore Default Tabs - will restore the default Order List tabs for the logged-in admin user. This won't delete any custom tabs. It simply adds back the default tabs if they were deleted.
Show Product Remaining QTY - Changing this to Yes will show the Current Available Inventory on the Order, Payment and Shipment screen next to the Product SKU.

Create Orders

Set Default Address - When set to Yes, the default address for the customer will be prepopulated into the address fields. This setting controls the Admin Order Create and the Storefront Checkout.

Admin Create Orders

Send order confirmation email to customer - When set to No, the order confirmation email checkbox will not be checked by default.
Show Available Qty (Stock) on Items List - When set to Yes, the available stock of an item will be shown in the Items list of admin order cart.
Enable Profit Calculation - When set to Yes, profit will be calculated and displayed in the order totals. Uses the costs and prices set on each item. Can also set Calculate items with no cost as 100% profit to Yes if that's the case.
Auto-Apply Discounts To Items will automatically apply discount rules in the admin when set to Yes.
Extra Attribute In Add Products Grid lets you add another product attribute to the admin order cart items grid.
Allow Place Order With Out Of Stock Items - This setting can be set per user by going to Team > User List > User and toggling the "Can Place Order With Out Of Stock Items" permission.
Allow Place Order With Restricted Items - This setting can be set per user by going to Team > User List > User and toggling the "Can Place Order With Restricted Items" permission.
Enforce Increment Stepping When Adjusting Qty - When set to Yes, when modifying the quantity of a Product with Product Increments, the quantity field will have to be a valid multiplier of the quantity increment.
When set to No, Product Increments will be ignored and any value can be set. This is a global setting impacting Drafts, Quotes and Orders and cannot be set on a per User/Product

Attachments

These settings control how Order Attachments are handled:

Visible To Customer - When set to Yes, order attachments will be visible on the customer's My Order page.
Email To Customer - When set to Yes, order attachments will be included on emails to customer.

Gift Options

Allow your customers to add a Gift Message to their orders. Gift Messages will appear on the Packing Slip and Payment. Both of the following settings can be set per customer group.

Allow Gift Messages on Orders - When set to Yes, a Gift Message is added to the Shipping Method step of the Checkout Process. If setting per Customer Group, Default Value must be Yes to view Gift Messages in the admin area.
Allow Per-Item Gift Messages If setting per Customer Group, Default Value must be Yes to view Gift Messages in the admin area.

Order Item Display Sorting

The following settings let you control the sort order of items in the admin and customer lists.

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The customer sort settings also affect item lists PDFs and Emails sent to the customer.

Shopping Cart Item Sort controls the sort order of items in customer shopping cart.
Mini Cart Item Sort controls the sort order of items in the customer mini-cart.
Admin Order Item Sort sets the order of items in admin order cart.
Admin Payment Item Sort - Deprecated setting. Items are not listed on Payments.
Admin Credit Memo Item Sort sets the order of items on a Credit Memo.
Customer Order Item Sort controls the sort order of items on customer order PDF and emails.
Customer Shipment Item Sort controls the sort order of items on customer shipment PDF and emails.
Customer Credit Memo Item Sort sets the order of items on a customer credit memo PDF and emails.

Invoicing

General settings for invoicing customers and collecting payment.

Allow Customer Invoice Pay - When set to Yes, allow customer to initiate invoice pay from the store front, without an invoice sent from the admin.
Allow Invoice Pay Without Login - When set to Yes, allow customer to pay invoice from the store front, without requiring customer log-in.
Login Help Text - Message to show customer when invoice paying while not logged-in.
Help Text - Help text to display in the store front invoice pay screen.
Default Send Invoice for Offline Methods - When set to Yes, the Send Invoice option will be selected by default when creating a payment for all offline methods (Check/PO/Net Terms etc…)
Pay Invoice Page Logo - Upload a custom logo to use on the invoice pay page. If left blank, default store logo will be used.
Due on Receipt Invoice Grace Period - By default, Zoey will mark Due on Receipt Invoices Past Due the following day (1). To change this period change this setting.

Updated 7 days ago