Order settings for brands

Admins can use Order Settings to manage preferences, order splitting rules, restricted fields on a re-order, and more. To get started, go to Settings > Brand Admin > Settings > Order Settings.

Preferences

Use the options in the Order Settings page to manage the following preferences:

  • Notify all buyer reps of orders
  • After saving draft or submitting order redirect to [Homepage] or [Entry point]
  • Auto-adjust quantities on add
  • Default group by
  • Default sort by
  • Default sort order
  • Display options in order review

After you set your preferences, select Update Preferences in this section of the page.

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Order splitting

Order Splitting allows one order to split into multiple orders, based on defined rules.

Define order splitting rules based on predefined fields, such as Ship Start, Ship End, Season, Prebook, Department, or Warehouse. If you'd like to set an Order Splitting rule based on a Custom Field (instead of a predefined field), then contact our Support team for assistance.

The Working Order splits when it's submitted or when importing an order with the Vertical Multiple Deliveries format.

For example, if you set up an Order Splitting rule for Season and your Working Order includes products from Fall and Spring, then that order will split into two orders: one for Fall and one for Spring.

Each split order is differentiated by a dash and a number at the end of the Order Number. The below image shows an order split into three orders represented with -1, -2, and -3.

Note: If you see orders with more complex dashes at the end of the Order Number, such as -1-A, -1-B, etc., then this indicates that the order was split by multiple rules and/or by multiple doors with bulk ordering.

Example split orders.

From the left navigation menu, admins can go to Settings > Brand Admin > Settings > Order Settings. Review any current rules is the Order Splitting section.

To create a new rule, select Add. Use the dropdown to select a field and then select Save.

Order Splitting rules.

To remove a rule, return to Settings > Brand Admin > Settings > Order Settings. In the Order Splitting section, select the X to the right of the rule and then Save.

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Restrict which fields get copied on a re-order

Are there specific fields that you'd like to only get copied to a re-order? This feature is useful for brands that are integrated with orders, especially for 2-way order updates.

Follow the steps below to make the proper update to fit your needs on a re-order. 

  1. As an admin user, in the left navigation menu, go to Settings > Brand Admin > Settings > Order Settings.

Order settings.

  1. At the bottom the Order Settings page, use the Re-Order Fields section to adjust the fields that may be copied to a re-order. Toggle on fields for them to be copied over and toggle off fields for them to not be copied over. 

    Note: Your brand may have additional custom fields.

Reorder fields.

  1. When you're finished, select Save.

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Order Recap Data

The options in the Order Recap Data section allow you to configure a grouped summary of products for the order PDF.

Note: Brands can contact our Support team to enable Order Recap Data.

Toggle on Include order recap in order PDF. Select Add, choose an option, and add more in the order you want them grouped (top to bottom). To remove an option, select the X icon.

When you’re done, select Save.

Order Recap Data in Order Settings.

To see this summary, navigate to the Orders page, and then use an order’s kebab icon to select Download Order PDF.

Download Order PDF

The products in the order are grouped by the options you selected for the Order Recap Data. This grouping may differ from how the products were displayed in the Working Order, before it was submitted.

Product grouping on an order PDF.

The order PDF also includes an Order Recap table, showing totals and subtotals based on the chosen groupings. This table may span multiple pages.

Order Recap summary on an order PDF.

 

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