Setting up order types
Copy the link to the article

Orders can be divided into types, for example:

  • orders from legal entities (i.e organisations);
  • orders from private individuals

These types of orders are important when it comes to the distribution of orders among managers, specifically if certain managers work only with legal entities, and others only with private individuals.

To add a new type of order, click "Add". To edit the order type, click anywhere in the row of the desired order type in the table. In the editing form, you only need to fill in two fields: name and symbolic code.

Ticking ​​"By default in the system" will set the value for the order type automatically for orders created in the system.

Ticking ​​"By default in API" will set the value for the order type automatically for orders that come via API, if the order type is not explicitly specified.

Order types are used throughout the system, whether it is searching for an order or editing the order itself, or setting order status change time limits for for orders of different types.

Thank you for your feedback.
Was this article helpful?
  • Рекомендации не помогли
  • Нет ответа на мой вопрос
  • Текст трудно понять
  • Не нравится описанный функционал
Next article
Configuring the order channel
Order channels are used to specify the source from which an order originated. You can set up a specific order channel, for example, a trigger for sending an e-mail or SMS.