Order settings

Order type

Here you can enter the order type to be used for all orders created via the webshop. The order types are loaded from the Order types procedure in Monitor ERP.

Quote type

Here you can enter the quote type to be used for all quotes created via the webshop. The quote types are loaded from the Order types procedure in Monitor ERP.

Our reference on web orders

You can enter a reference name that will be saved to the Our reference field of the customer order in Monitor ERP.

Seller on web order

You can also select a seller that will be saved to the Seller field of the customer order in Monitor ERP.

Warehouse

Here you can select the warehouse for which the order is created. Please note that Warehouse is an option in Monitor ERP.

Order status

Here you can specify the status assigned to a customer order registered in the webshop when it is created in Monitor ERP. You can choose either Preliminary or Registered.

Delivery date

Here you can enter the number of work days to be added to the order registration date in order to set a delivery date.

Order message

Here you can enter a text row that will be inserted at the end of the order. The row may have a maximum of 60 characters.

Part balance

Here you can configure where the webshop should check to see if parts are in stock, and can therefore be sold, when orders are placed. The following alternatives are available:

• Not managed – an order is created regardless of the balance.
• Total amount of all warehouses – a check is made of the total balance in all warehouses. This is used when it is possible to send the order from multiple warehouses. This option is not recommended if transportation is expensive and time consuming.
• Customer's warehouse – a check is only made of the balance at the customer's default warehouse.

File path

To upload files to the shopping cart, a file path must be entered. The path has to be created in Monitor ERP.

Fallback posting

Standard account to set if posting fails. If a customer places an order and the posting is invalid, the fallback posting will be used instead. This means the customer will not notice that the order contains errors.

An e-mail is sent to the administrator’s e-mail when the fallback account is used.

Part variants on order

Here you can specify whether or not part variants should be included as text rows in orders and quotes. This setting only applies if you use the Part variant option.

Divide part rows based on balance

If you activate this function, part rows with a quantity that exceeds the available balance are divided into two rows. One row displays the available balance; the other shows the remaining quantity.

Example: The customer has ordered 20 bicycle helmets, but only 10 are in stock. If this setting is activated, the order will contain one row containing 10 bicycle helmets and one row containing the 10 backordered helmets.

Create new row in shopping cart during purchase

If you activate this setting, a new row is created in the shopping cart when a part is added that is already contained in the cart. If you do not activate this function, the quantity of the part already contained in the cart will be updated.

Add reference as recipient of order confirmation

Means the reference/e-mail address entered in the order header is also set as the “recipient of order confirmation” on the order in Monitor ERP.

Keep the communication address which is loaded from the default reference specified on the order/quote in Monitor.

If the customer changes references in the checkout, the communication address for the default reference in Monitor ERP will remain on the order, as well as the new reference the customer entered on checkout. This applies in cases where the default reference in Monitor ERP differs from the reference the customer entered on checkout.