Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.
Sales Order Setup #
- Date Format — Determines the date format when sending orders to Fishbowl (M/D/Y or D/M/Y).
- Default SO Status — Changes what sales orders are set to when sent to Fishbowl (Estimate or Issued).
- Add Items Directly to Cart (Customer/Salesperson) — Allows customers to place items into the cart without being prompted to the product information screen. Salespeople and admins must have a customer selected to add items for a sales order.
- Show List Price (Customer/Salesperson) — Only the list price is shown for products; discounts will not be visible.
- Calculate Price in Cart (Customer/Salesperson) — Pricing rules and discounts are applied when an item is added to the cart, giving an accurate price. Cannot be used with “Show List Price.” Turning it on improves site speed.
- Don’t Show Price Comparison (Customer/Salesperson) — 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).
- Allow Decimals for QTY (Customer/Salesperson) — When ON, quantities can be expressed with decimals as well as whole numbers.
- UOM Conversion (Customer/Salesperson) — Enables the “Unit of Measure” drop-down (e.g., each, 6-pack, 12-pack, etc.).
Tax Setup #
- Allow Tax Rates — Enables the use of sales tax at checkout and in the cart. Sales tax appears at the bottom right of the shopping cart as “Tax Rate.”
- Override Product Tax — Lets you select a custom field currently on products and make all products with that custom field checked be taxed in Vortex, regardless of the customer’s tax status. Custom fields are found under the “Custom” section after selecting a product.
Additional sales order settings are covered in the Sales Order Shopping Cart, Checkout, and Orders & Emails settings.