Order types are used to differentiate one type of order from another so this enables them to be handled differently by the system. They may be also be useful for reporting purposes where reporting on order type activity would be valuable. Currently there is no functionality in the system that is affected by user-defined order type, nor an order types report, although these things may feature in future releases.
A ‘Sales’ order type will however appear as a default in this section, and you can create further ones if you want to. These can then be selected at the point of creating an order, or included as part of order information when received electronically.
To avoid confusion, the description ‘Internal Order’ which is given to orders created automatically in the system is not held in this list, and cannot be used to create a new order type (see Orders>Internal Order Creation).
To create a new order type click the ‘Create Order Type’ button. Enter the description of the order type in the field provided then click ‘Create Order Type’. The order type will now appear in the drop-down list on ‘Create new order’.