Purpose
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 or 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.
The purpose of this function is to allow you to add new Order Classes into the system, or to adjust an Order Class you have previously created.
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 first need to remove the Order Class as the default in System Options before you can delete it.
Order Class can be used as a selection criteria during order picking runs, and also for grouping sales orders in reports.
Data Input
Step 1 – Order Class Code
An existing Order Class Code can be selected for editing from here, or a new Order Class Code can be created by entering an Order Class Code that does not already exist on the system. Enter the Order Class Code you wish to work on.
For details on the use of “codes”, see The Role of “Codes” in Online Advantage
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Step 2 – Description
Order Class Name
Enter the Order Class Name. The Order Class name appears on picking dockets and various reports.
For details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Order Class Type
Select the Order Class Type if required.
If this Order Class should be the default used on sales orders generated for a particular application, then choose the application here. For instance, if you want to automatically distinguish sales orders that are generated via your e-Commerce portals, choose the appropriate order class type e.g. B2B (for Business to Business) or B2R (for the Business to Rep CRM portals) or B2C (for Business to Consumer).
If there is no particular Order Class set up for the application creating the sales order, the default Order Class as defined in System Options will be used.
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