Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.
Transfer Orders #
- Transfer Order (Salesperson) — Allows the creation of transfer orders. Can be turned off so transfer orders cannot be created.
- Transfer Order Drop Down (Salesperson) — Allows viewing of submitted and pending transfer orders via the top-right “Orders” drop-down.
- Show ‘Create Order’ Link (Salesperson) — 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 (Salesperson) — 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 Default Status (Salesperson) — Sets the status for transfer orders imported into Fishbowl (Issued or Entered).
Purchase Orders #
- Default Saved Orders Lookback Time Frame (Salesperson) — 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 (Salesperson) — Sets how far back past submitted transfer orders are loaded from. Viewable under Orders → Transfer Orders → Submitted.
- Send Notification Emails (Salesperson) — When ON, sends a basic email notification when a transfer order is created, and unlocks the Email Recipient and Email Subject settings.
- Email Recipient — Sends an email to the specified address every time a transfer order is created.
- Email Subject — Lets users specify the subject line of the email that gets sent out.