How Sales Order Flags interact

The different customization flags for sales orders interact in different ways depending on which flags are enabled or disabled. The three flags are:

• Disable Edit

• Disable Invoice

• Invoice Unfulfilled Items

The following table lists the results from different combinations of the three flags. It describes the actions the cashier can perform from the register and what is displayed on screen when the cashier opens a sales order.

Flags Checked	Results	Journal Display
Disable Edit Disable Invoice Invoice Unfulfilled Items Note: These are the default settings.	Cashier can: Edit sales orders Invoice sales orders Invoice unfilled items Cashier cannot: No restrictions
Disable Edit Disable Invoice Invoice Unfulfilled Items	Cashier can: Invoice sales orders Invoice unfilled items Cashier cannot: Edit sales orders Cashier can invoice both fulfilled and unfilled items. Editing cannot be performed from the register. Disabling Edit also disables the ability for customers to pay additional deposits.
Disable Edit Disable Invoice Invoice Unfulfilled Items	Cashier can: Edit sales orders Cashier cannot: Invoice sales orders Invoice unfilled items Cashier can only edit sales orders. No invoicing can be performed from the register.
Disable Edit Disable Invoice Invoice Unfulfilled Items	Cashier can: Fulfill items if a Sales Order Fulfillment button is set up for split fulfillment and invoicing. Cashier cannot: Edit sales orders Invoice sales orders Invoice fulfilled or unfulfilled items Because both editing and invoicing are disabled, the only action cashiers can perform on sales order from the register is fulfilling items.
Disable Edit Disable Invoice Invoice Unfulfilled Items	Cashier can: Edit sales orders Invoice fulfilled items Cashier cannot: Invoice unfilled items Cashier can edit and invoice fulfilled items but is prohibited from invoicing unfulfilled items.	If cashier taps Invoice on a sales order that does not contain unfilled items, NSPOS displays:
Disable Edit Disable Invoice Invoice Unfulfilled Items	Cashier can: Invoice sales orders Invoice unfilled items Cashier cannot: Edit sales orders Cashier can invoice fulfilled items only. No editing can be performed from the register. Disabling Edit also disables the ability for customers to pay additional deposits.	If cashier taps Yes on a sales order that does not contain unfilled items, NSPOS displays:
Disable Edit Disable Invoice Invoice Unfulfilled Items	Cashier can: No cashier actions on open sales orders except fulfill items. Cashier cannot: Edit sales orders Invoice sales orders Invoice unfilled items Because both editing and invoicing are disabled, cashier cannot update the order or take payments perform any actions on sales orders from the register. However, if the custom Sales Order Fulfillment button is set up, the cashier can fulfill sales order items.

Related Topics

Customize Sales Order Processes – Setting Flags

General Notices