Order settings

This topic describes how to configure PO settings, such as whether to auto-release POs, check supplier MPQ when ordering, or whether to consider child items or kit items when ordering.

1. Click Setup.

2. Expand Inventory/Purchasing.

3. Click Order Setting.

4. On the Global Option tab, enable or disable order settings.

Field	Select this option to...
Sort entries by	Set the default sort order for lists. Select the column that you want to sort on and then select whether you want to sort in ascending or descending order.
Auto release order	Automatically release purchase orders or transfers as soon as they are saved.
Block transfer out when quantity on hand is less than transfer out quantity	Display a warning if the on hand quantity of an item is lower than the quantity in a transfer out. When you try to commit the transfer out, a warning message displays with the following options: Adjust the quantity to what is available Cancel and try again when stock is available
Disable order number editing	Lock the purchase order number so it cannot be edited.
Block purchase order when quantity on hand is less than quantity being received	Displays a warning when receiving purchase orders if the quantity received (Qty. Rcv) is greater than the quantity ordered (Qty. Ordered), or if the quantity received (Qty. Rcv) is greater than the quantity ordered minus the quantity received to date (Qty. Ordered - Qty. RTD). If this option is selected and the quantity received (Qty. Rcv) is greater than expected, when you try to receive the purchase order a message displays with two options: Select Adjust the quantity to what is available to reduce the quantity received (Qty. Rcv) to the remaining quantity to be received (i.e., Qty. Ordered - Qty. RTD). Select Cancel to allow the quantity received (Qty. Rcv) to be greater than the remaining quantity to be received (i.e., Qty. Ordered - Qty. RTD).
Child reorder	Consider the child item quantities when re-ordering the parent.
Kit reorder	Consider the kit item quantities when re-ordering the kit components.
Check supplier MPQ	Order items using only multiples of the supplier's MPQ. Refer to Purchase order best practices for more information.
Hide cost information in purchase order	Hide the store's cost information in purchase orders for users who do not have full manager privileges.
Hide cost information in transfer in	Hide the store's cost information in transfer ins for users who do not have full manager privileges.
Hide cost information in transfer out	Hide the store's cost information in transfer outs for users who do not have full manager privileges.
Do not allow to make change to purchase order when shipped	Lock the Header and Items tabs of purchase orders after they have been shipped so they cannot be edited. Select this option to prevent people from adding or removing items or updating cost.

1. On the Templates tab, select custom templates (in .rst format) for purchase orders, transfers, and purchase receipts, if desired.

2. On the Masks tab, set up masks for purchase orders, transfers, invoices, and credit notes, if desired.

You can use masks to establish a prefix for order, invoice, and credit note numbers, and to control the start number of the numbering sequence. For example, you might set up a mask for purchase orders that uses PO as the prefix for all order numbers, and sets the start number as 1000000. The next purchase order created will have the order number PO1000001.

1. On the Matrix tab, set up matrix columns and dimensions, if desired:

   1. Select the No. of Columns for matrices.

   2. Select the layout for matrices with two dimensions from the 2 - Dimensions drop-down.

   3. Select the layout for matrices with three dimensions from the 3 - Dimensions drop-down.

   4. (Optional) Select Hide matrix header.

   5. Click OK.

2. Click Save And Close.

3. Restart Store Manager to activate these order settings.