1. Order Management
  2. Sales Orders and Cash Sales
  3. Grid Order Management
  4. Setting Up Grid Order Management
  5. Setting Grid Order Management Preferences
  6. Setting Grid Order Preferences

Setting Grid Order Preferences

Grid order preferences enable you to modify the settings of the Grid Order Entry form. Follow the instructions below to set a Grid Order.

To set Grid Order Preferences:

  1. Go to Lists > Grid Order Entry > Set Grid Preferences.

  2. In the Grid Order subtab, set the following preferences:

    • Default No. of Decimal Places – Enter the number of decimal places for percentages in grid templates and Grid Order Entry form. The default is 2 and the maximum is 5.

    • Percentage Tolerance – Enter the tolerance value in decimal form when the total percentage is not 100%. The value you enter is applied to the minimum and maximum tolerance.

      By default, the tolerance is set to 0.01 which limits the total percentages from exceeding by 1% above or below 100%. For example, the total is either 104.3% or 97.03%. When the tolerance is exceeded, you can't submit the grid order.

      The Percentage Tolerance preference does not apply to inventory adjustments.

    • Enable Quantity Distribution – Check this box to enable automatic distribution of the total quantity across the items on a Grid Order Entry form. The distribution is based on percentages defined on your grid template. This preference is enabled by default.

    • Show Percentage Column - Check this box to show the percent columns on the Grid Order Entry form. This preference is enabled by default.

    • Enable Multi-Grid Order Entry – Check this box to enter grid orders using multiple templates in one Grid Order Entry form. The Order Summary table on the Grid Order Entry form lists the orders you entered in the grid templates. For more information, see Entering Multi-Grid Orders.

  3. Click Save.

Related Topics

General Notices