An Order Class can be used to define the source of a Sales Order. For example, whether the order request came via an email, was phoned in, was the result of a sales rep visit or perhaps via a web site e-commerce portal.
The system records the class against the order and subsequent invoice transactions so that reporting can be performed for further analysis. The use of Order Classes against sales orders is optional.
In System Options for Sales, you can nominate a default Order Class. This Order Class will be defaulted for all new sales orders created via Sales Order Entry. A user can select a different Order Class on a given sales order as required.
Note that you cannot delete an Order Class that is defined as the default Order Class. You need to remove the Order Class as the default in System Options first before you can delete it.
Order Classes can be used as selection criteria during order picking runs, and also for grouping sales orders in reports.
Example
There may be several ways a sales orders gets created:
- Phone order
- Rep visit
- Web portal
- EDI order
Minimum Requirements
The use of order classes is optional, so you do not need to set any up.
Changing Established Data
Add new order classes at any time. You can set up a default order class in System Options, and a separate order class can be set up to be recorded on eCommerce orders.
Panel Options
- Standard panel features
- Maintenance
- Views
- Audit – shows data changes made over time to the order class currently being viewed
- Current Orders – shows a list of sales orders with the order class currently being viewed
- Reports