Order Configuration Checklist

Owned by Megan Stanage (Unlicensed)
Apr 26, 2023
1 min read

Follow this configuration checklist to get Order up and running as quickly and painlessly as possible.

Configuration Checklist

General Setup

  1. Warehouses
  2. Customers
  3. Vendors
  4. Products

Order Setup

The templates listed are required.

Note

The bullets display suggestions on how you can set up your system.

  1. Demand Channel Template
    1. Long-Terms Customers
    2. Short-Term Customers
    3. E-Commerce

  2. Demand Channel Designation Template
    1. Customer Value:
      1. Long-Term
      2. Short-Term
      3. E-Commerce

  3. Reservation Template
    1. Customer Value:
      1. Long-Term
      2. Short-Term
      3. E-Commerce

  4. Global Order Promising Parameters
    1. Select a default channel designation template
    2. Select a manual reservation template ID 
    3. Turn on all logs

Optional Order Configurations


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