Set the order processing method

In Profit Order management, you can specify that order processing is done using advance payment at three levels.

You set the default order process for the environment in the logistics settings. You can alter this setting for a sales contact.

Furthermore, in a specific sales order you can specify a setting that is different from that for the sales contact.

To configure the order processing method for advance payment:

1. Go to: Order Management / Management / Settings.
2. Go to the tab: Order Management.
3. Select Invoice, delivery after advance payment in Processing order.
4. Click on: OK.

To set an alternative order processing method, 'advance payment’, in a sales contact:

Per sales contact, you can specify that deliveries will only be made after advance payment has been received. You do this if you want a different method from the method set in the logistics settings. For example, at the logistics level the method is Packing slip, invoice after delivery, but the payment behaviour of this sales contact is not very good. You therefore decide to set 'advance payment' as the order processing method specifically for this sales contact.

It is also possible to import the setting for the Processing order field per sales contact.

1. Go to: Order Management / Sales / Sales contact.
2. Go to the tab: Invoicing.
3. Select Invoice, delivery after advance payment in Processing order.
4. Click on: OK.