Order types

Each order is assigned an order type. Each order type is assigned a process type that determines the shipment steps if this order type must be completed before invoicing. You define process types in Warehouse.

Before you define order types, you must define at least one process type and one invoice type. You must add order types to Item and Order Billing before you define orders.

This table shows the order type options that are available:

Order type	Description
Processing options	Pick, pack, and ship feedback is required for this order type.
Line defaults	A vendor directly sends the goods to customers, bypassing your warehouse. To select the Dropship field, you also must select the Create PO field. You can create purchase orders for the items, but you receive them into your inventory before shipping them to a customer. When the user selects this order type, the Create PO lines remain as type I.
Ship immediate options	This type is used for point-of-sale orders. For example, when a customer walks up to the counter, they can place their order and immediately get their items. Depending on how you set up the ship immediate order, running one batch process for a ship immediate order creates a pick list, pack list, and invoice. Before you can process a ship immediate order, you must create an order type and select the Ship immediate field. No feedback is required.