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Transfer/Purchase Orders Settings

2 min read

Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.

Transfer Orders #

In this section, we will go over all the settings that apply to Transfer Orders in LilyPad Vortex

  • Transfer Order — Allows the creation of transfer orders. A button will appear at the top right of the screen for users to toggle between Transfer Orders and Sales Order.
  • Transfer Order Default Status — Sets the status for transfer orders imported into your database (Issued or Entered).
  • Custom Notes Field — This uses custom fields to enter additional notes/instructions for an order. You can create the custom fields within your database.
  • Default Saved Orders Lookback Time Frame — Sets how far back past saved transfer orders are loaded from (e.g., today, last week, last month). Viewable under Orders → Transfer Orders → Saved.
  • Default Submitted Orders Lookback Time Frame — Sets how far back past submitted transfer orders are loaded from. Viewable under Orders → Transfer Orders → Submitted.
  • Transfer Order Drop Down — Allows viewing of submitted and pending transfer orders via the top-right “Orders” drop-down.
  • Show ‘Create Order’ Link — Shows the “Create Order” link in the “Orders” drop-down at the top right, instantly taking the user to the shopping cart to start an order.
  • To/From Address Drop Down — Enables a drop-down for locations in the to/from section when submitting transfer orders. To/From addresses appear on the checkout page for transfer orders.
  • Reverse To and From Address — This setting will change the To and From addresses when sending the order over to your database.

Purchase Orders #

In this section we will go over the settings that apply to Purchase Orders on Lilypad.

  • Enable Purchase Order — This will allow Purchase Orders to be placed through LilyPad.
  • Default Saved Orders Lookback Time Frame — Sets how far back past saved purchase orders are loaded from (e.g., today, last week, last month). Viewable under Orders → Purchase Orders → Saved.
  • Default Submitted Orders Lookback Time Frame — Sets how far back past submitted purchase orders are loaded from. Viewable under Orders → Purchase Orders → Submitted.
Updated on August 3, 2026
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