Orders

Note: It is recommended that any changes to options in this section are made when all other users are logged out.

Split packs manually – When selected, users can manually enter the pack size in an entry. When cleared, users can select pack size from a list.
Check call-offs when ordering – When selected, users are informed when an item exists on an active call-off order.
Ask BTB on exit of PWL orders – When selected, users are prompted to back-to-back an order when closing a pick, wrap and label order.
Ask BTB on exit of PWD orders – When selected, users are prompted to back-to-back an order when closing a pick, wrap and deliver order.
Option for delete on quote/order conversion – When selected, users are asked if they want to delete the original document when converting a sales quotation to an order.
Require source on orders – When selected, a source is required before closing an order.
Enable delivery date visibility on SORD and CART – When selected, the delivery date for a line is displayed (and can be selected) on sales orders, and in the HorizonWeb cart. In Order Process, when selected, the date search refers to line delivery dates, and when cleared to due dates.
Note: The Complete only option on sales orders does not function when this option is selected.
Require reason for return – When selected, a return reason is required before closing the Return window.
Use customer delivery method – Can be used if you receive orders from ERPs into Horizon, as a supplier, to make PWD and PWL orders you receive affect stock levels. When selected:
- Orders received by HorizonWeb from an ERP will display the delivery method ‘Default delivery to customer (BULK)’.
- A new box Customer delivery method (in the Our Analysis tab on the sales order) shows the customer delivery method specified within the electronic order. It can be selected for manually created orders too.
- Customer Delivery Method can be added to the Sales Orders and Returns daybook using the Field Chooser.
Use product settings for sales orders – a new Order Settings tab is displayed on the Stock Card. You can set defaults for order lines for Delivery method, Stock Branch and Supplier.
Open SORD (web source) with note, on Note tab – When selected, web sourced sales orders with notes open on the Note tab.
Update SORD / PORD due date from line due date – When selected, the due date in the sales order or purchase order header is updated to the latest due date when the due date is updated on an order line.
Hide option to prevent future sales of a product – when selected, creating a sales return does not give the option to prevent future sales. When cleared, the user is prompted if they want to prevent future sales.
Dynamic rep – when selected, if the user entering a sales order is a Rep, the Rep on the sales order will be set to the user.