Order Settings

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Sales Order Settings #

  • Date Format — Determines the date format when sending orders to your database (M/D/Y or D/M/Y).
Order header showing seller and payment terms with the Fulfillment Date field highlighted
  • Default SO Status — Changes what status sales orders are set to when sent to your database (Estimate or Issued).
    Estimates will need to be reviewed in your database before they are issued and a pick is made for them.
Order preview formatted as an estimate, with the ESTIMATE label highlighted above the order number, alongside bill to and ship to addresses and line items
  • Enable Quickship — Allows orders to be quick shipped once they are placed. Quick shipping completes the pick/pack/ship process for that order.
    Orders must be going to your database in the “Issued” status for this setting to work.
    There will be a prompt to quickship orders on the checkout page.
Confirmation dialog asking whether to Quick Ship the order, with Yes and Cancel buttons
  • Auto Quickship — This will automatically quickship all orders once they are placed on LilyPad. No prompt will appear when this setting is active.
    Once the order is placed, there will be a success message mentioning if the Quickship went through successfully.
Success dialog confirming that order 10883 exported and Quick Ship completed
  • Add Items Directly to Cart — Allows customers to place items into the cart without being prompted to the product information screen.
  • Show List Price — Only the list price is shown for products; discounts / pricing rules will not be visible for any products on Lilypad.
Vortex product card for Accessories - Bike Bell, part number ACB01, with the price highlighted and available stock shown
  • Calculate Price in Cart — Pricing rules and discounts are only applied when an item is added to the cart. Cannot be used with “Show List Price.”

This is the price the customer sees on the product tile:

Vortex product card for Access Creater Frame, part number F202, with the list price of 85 dollars highlighted

Once the product is added to the cart, the pricing rule is applied, and the price updates:

Cart line for part F202 showing unit price, a quantity of four and the line total highlighted
  • Don’t Show Price Comparison — When ON and an active pricing rule exists, the list price for those items is hidden; only the price set by the pricing rule is shown (the regular pre-discount price is not displayed).

The list price for this product is $85. With the setting turned on, it is only showing the price after the discount is applied which is $8.50.

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Vortex product card for Access Creater Frame showing the customer-specific price of 8 dollars 50 highlighted
  • Allow Decimals for QTY — When ON, quantities can be expressed with decimals as well as whole numbers.
    This does not work with products with a UOM of “each”
Product card for Cement with a decimal quantity of 5.3 entered in the quantity field
  • UOM Conversion — Enables the “Unit of Measure” drop-down (e.g., each, 6-pack, 12-pack, etc.).
    UOM conversions are setup directly on your database and all conversion for a given UOM are displayed on the Lilypad drop down.
Product detail page for F202 showing the discounted price and the unit of measure dropdown open with options ea, pr, pk, floz, oz and cs
  • Default Lookback for Saved/Submitted Orders — These two settings determine how far LilyPad looks for orders when they are being searched.
    Since this only determines the default, all other lookback options are still available and can be selected.
Submitted Orders list with the date range filter open showing Today, This Week, Last Week, This Month, Last Month, Last 30 Days and Custom Range

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Updated on August 21, 2026
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