Transfer/Purchase Orders Settings

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

Transfer Orders #

• Transfer Order — Allows the creation of transfer orders.
• Transfer Order Default Status — Sets the status for transfer orders imported into Fishbowl (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.

Purchase Orders #

• 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.