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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.
The Toggle Order Type icon in the Vortex header with its tooltip showing
  • 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.
Fulfillment Information panel with fulfillment date, type and carrier fields, and the Notes field highlighted
  • 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.
The Orders menu with the Transfer Orders submenu open and the Saved and Submitted views highlighted
  • Transfer Order Drop Down — Allows viewing of submitted and pending transfer orders via the top-right “Orders” drop-down.
The Toggle Order Type icon in the Vortex header, used to switch between order types
  • 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.
The Orders menu with the Transfer Orders submenu open and Create Order highlighted
  • 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.
Transfer order From and To location groups with the destination dropdown open, listing Consignment UT, LA, NY, SLC and TX
  • 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.
The Orders menu with the Purchase Orders submenu open and Create Order highlighted
  • 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.
Submitted purchase orders listed by number, vendor, item count and fulfil date, with the date range filter open
Updated on August 3, 2026
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