Order Classes

January 4, 2012 in Order Management

Purpose

Order Classes are used to define the source of a sales order.
For example, whether the order request came via Email, Fax, Web, Mail, Phone etc.

The purpose of this function is to allow you to add new Order Classes into the system, or to adjust Order Classes you have previously set up.

The use of Order Classes in sales orders is optional.

In System Options for sales, you can set up a default Order Class. This Order Class will be defaulted into all new sales orders. You can then change the Order Class on the sales order from the default as required.
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, then delete it.

Order Class can be used as a selection criteria during picking runs, and also for grouping sales orders in reports.

Data Input

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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.

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 example, if you want to distinguish sales orders that are generated from your E-commerce application, choose B2B (Business to Business) as the order class type.

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 is used.
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