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Order Types

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Order types are a feature that allow the user to categorize orders for reporting and graphing, as well as special processing purposes. Several Plugins have related Order Types with specific functions such as POS, Samples, Bill and Hold, etc. Order types can be set at order entry, and they may also be the default for specific eoStar plugins.

  • Functional Area: Administration, Sales Support, Finance, Operations
  • Roles Impacted: Various - dependent on associated eoStar Plugins


How To Create a New Order Type Record

  1. Go to Records > Order Type.
  2. Click New.
  3. Specify the record number for the record and click Proceed.
  4. Enter a Name.
  5. Click Save.

Additional Record Information

Processing Panel

Processing Panel

Check the Special Processing Flag(s) that are appropriate for the Order Type.


  • This order type is used for samples - This order type can be used on Sample Requests.
  • This order type is used for POS - This order type can be used on POS Requests and POS Removals.
  • This order type is used for hot-shot orders - Orders with this type can be used on Hot Shot orders.
  • This order type used for special events - This order type can be used on special event orders.
  • This order type is used for price adjustments - This order type can be used on price adjustments.
  • This order type is used for cumulative promotions - This type can be assigned for use with cumulative promotion discounts at File > Database Administration > Configure > Cumulative Promotions Panel.
  • Orders of this type should never be auto-bumped - Orders with this type will never be auto-bumped to meet a promotional amount.
  • Orders of this type should not be sent to customers via EDI - Orders with this type will not be included in EDI exports.
  • Orders of this type produce bill-and-hold transactions - Orders with this type will produce a Bill and Hold transaction.
  • This order type is used for Bill and Hold Immediate Add orders - Bill and Hold Immediate Add orders will be assigned this type.
  • This order type is used for Bill and Hold Immediate Deliver orders - Bill and Hold Deliver orders will be assigned this type.
  • This order type is used for Bill and Hold Immediate Stage orders - Bill and Hold Stage orders will be assigned this type.
  • This order type is used for Bill and Hold Immediate Void orders - Bill and Hold Void orders will be assigned this type.
  • This order type ignores return partitioning rules - Orders with this type will ignore return partitioning rules.
    • If sales and pickups occur on the same invoice, and the customer is set to have returns partitioned to a separate invoice, this order type will over-rule the customer setting.
  • Orders of this type are swaps (no extended return popup) - Orders with this type are for swapping products from a customer (usually because of expiring date-codes).
    • The order must have two items of the same value: one being sold and one being returned.
  • This order type should not be sent via DEX - Orders with this type will not be sent via DEX.
  • Orders of this type are sales to suppliers - Orders with this type are for sales to a supplier.
  • This order type is excluded from beverage tax calculation - Orders with this type will be excluded from beverage tax calculations.
  • This order type is excluded from use on mobile devices - Orders with this type will not be downloaded to mobile devices.
  • This order type is excluded when calculating employee commissions - Orders with this type will be excluded from employee commission calculations.
  • This order type is excluded from stop based discount calculations - Orders with this type will ignore cross-invoice promotions. If minimum buy promotions exist, and a customer has multiple invoices pending delivery (delivery stop), each individual order will need to meet the minimum order quantity on its own. The ordered quantities will not be added together. Traditional eoStar pricing logic would look at all orders being delivered in delivery stop, sum the quantities, and apply promotional pricing. This flag will disable that logic.
  • Pick via eoWarehouse - Orders with this type will be available to be picked in eoWarehouse. Added with the WMS Plugin.


Reports Panel

This section shows any reports related to the selected order type. The selected report can be changed under the Report segment at the bottom and by the time period. The reports shown here can be sent to both the printer and excel. For more information, see Reports Panel.

How To Apply an Order Type to an Order

  1. While placing an order - Pre-Sell, Tel-Sell, Off-Truck, or Over the counter - check More at the bottom of the screen.
    AddOrderType1.jpg
  2. Using the drop down arrow, select the Order Type.
    AddOrderType2.jpg
  3. When finished making changes to the order, click the command button Post.

Configuration Settings with Order Type Assignments

The following are a list of panels under File > Database Administration > Configure with Order Type Assignments:

  • Cumulative Promotions - Specify the order type to be used for discount-only invoices that are generated due to Cumulative Promotions
  • Customer Web - Specify the order type to be used on all orders imported via Customer Web
  • Orders - In Market order type: Specify the order type to be used In Market
  • POS - POS order type: Specify the order type to be used on POS Removals
  • Route Accounting - Discrepancy order type: Any order generated against an employee AR account for cash and/or inventory discrepancies will have this order type
  • Vending - Equipment rentals: Rental order type: Specify the order type to be used on equipment rentals