Ordering rules

This topic describes how to configure ordering rules for quotes, work orders, layaway orders, and back orders. The rules control expiration date (or due date) and deposit requirements, if applicable.

1. Click File | Configuration.

2. Click the Ordering rules tab.

3. (Optional) Select rules for quotes, work orders, layaways, and back orders.

Option	Field	Description
Layaway	Expiration	The maximum number of days the customer has to pay off the total layaway amount before the layaway agreement expires and is no longer valid, e.g., 90. The number of days includes the day the layaway order was placed.
	Deposit	The minimum percentage of the total layaway amount that the customer must pay as a deposit when the layaway order is created.
Work Order	Due Days	The expected number of days from when a work order is created until it is ready. Store Manager uses this number to calculate the pick up date, which in printed in the work order header.
	Deposit	The minimum percentage of the total work order amount that the customer must pay as a deposit when the work order is created.
Back Order	Expiration	The maximum number of days the store has to fill a back order before it expires.
	Deposit	The minimum percentage of the total back order amount that the customer must pay as a deposit when the back order is created.
Quote	Expiration	The maximum number of days customers have to purchase an item at the quoted price before the quote expires and is no longer valid.

1. Click Save And Close.