Order type
An order type determines the kind of invoice you want to create for the order and the processing steps that occur after you release a sales order.
Before you define order types, you must define at least one process type and one invoice type. See Process types and Reason code.
You must add order types to Order Entry before you enter orders because each order must have an order type.
Order type options
This table explains the order types options that are available.
Note: You can use these order types with all kinds of items including
inventory, non-stock, and special items.
| Options | To indicate |
|---|---|
| Process | If picking, packing, and shipping feedback are required for this order type |
| Ship immediate |
No feedback is required. Instead, a single batch program is run. Ship immediate order types allow for quick processing so a customer can leave with the order (for example, point of sale). Note: You can decide whether to print a pick and packing list,
and whether to print an invoice. One batch program produces the pick
list, packing list, and invoice.
|
| Dropship |
A vendor sends the goods directly to customers, bypassing your warehouse. Note: To select the Dropship
option, you also must select the Create PO option.
|
| Create PO | You create a purchase order for the items, but receive them into your inventory before shipping to a customer. When the user selects this Order Type, Create PO lines will remain as an I type. |