> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-order-settings.md). # Order settings 1. Click **Setup**. 2. Expand **Inventory/Purchasing**. 3. Click **Order Setting**. 4. On the **Global Option** tab, enable or disable order settings.
FieldSelect this option to...
Sort entries bySet 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 orderAutomatically 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 editingLock 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 reorderConsider the child item quantities when re-ordering the parent.
Kit reorderConsider the kit item quantities when re-ordering the kit components.
Check supplier MPQOrder items using only multiples of the supplier's MPQ. Refer to Purchase order best practices for more information.
Hide cost information in purchase orderHide the store's cost information in purchase orders for users who do not have full manager privileges.
Hide cost information in transfer inHide the store's cost information in transfer ins for users who do not have full manager privileges.
Hide cost information in transfer outHide 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 shippedLock 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.
5. On the **Templates** tab, select custom templates (in .rst format) for purchase orders, transfers, and purchase receipts, if desired. 6. 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. 7. 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**. 8. Click **Save And Close**. 9. Restart Store Manager to activate these order settings. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.rmhpos.com/store-manager/configure-pos-and-store-manager/inventory-and-purchasing/setting-up-order-settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.