Written to the sales order's Note field. Visible to picking, shipping, and accounts.
Status applied when creating the sales order. Issued = ready to fulfill.
Mirrors Tools → Module Options → Pricing Rule. Tier 2 sets the list price.
Tier 3 sets the final sales price.
When a rule adjusts the price, the base product price shows struck-through beside the final price. Untick to show only the final price.
Displays each product's UPC opposite the product number on the tile view. List views expose UPC as its own column via the Columns button.
Which catalogue view the report opens in. The header toggle still switches views for the current session — this is what you come back to next time. Narrow screens always open in Tiles (the list table doesn't fit).
Starts the cart's carrier / ship-to / bill-to / customer-PO block open so those fields are visible without a click. Untick to start it collapsed and keep the cart line items higher up.
Controls which favourite stars appear on products and what the header star filter cycles through. Pick a single kind to avoid extra clicks when your team only uses one.
Customer favourites store in Favourites_1–Favourites_5 customer custom fields (512 chars each). When on, each field is created the first time a customer's list actually needs it — nothing is created up front. When off, saves fail until an admin creates the fields manually (type "Long Text", module Customer).
Collapses each part's UOM variants (e.g. ea / box / case) into a single tile with a UOM dropdown. List views always show every UOM as its own row.
Default UOM the grouped tile selects first. Falls back to the lowest product ID when no sibling matches.
Clicking a star marks every product sharing that part (e.g. ea + box + case) with the same favourite state. Otherwise, only the clicked UOM is marked.
Turn off if you batch-create orders — the toast still shows the new SO number so you can review later.
Logs price-rule resolution, SO submission payloads, and customer-favourite writes. Useful for diagnosing issues; safe to leave off.
* means the order has several picks at different stages.Favourites_1–Favourites_5 custom fields (512 characters each — created automatically as needed, or manually in the Custom Fields admin). The header star cycles the FILTER through customer → user → both → off so you can browse one set at a time, or the union. A Settings ▸ Favourites option can limit the report to just one kind — the other star disappears and the header filter becomes a simple on/off.