The Stock Order General Settings comprises the default settings for Stock Orders.
Before entering stock orders, it's important to set your purchase order start values to be consistent with your previous system. When creating a new stock order, these settings are the defaults for assigning purchase order numbers, automatic shipping transitions, finalizing options, and more.
To define these defaults, navigate to Orders > Stock Orders > Settings.
Purchase Order Number
By default, the PO start value is set to 1000. However, you probably already have a running PO value when transitioning to Golf Genius - Golf Shop.
To align the correct PO value with your previous system, enter the PO value for the first special/stock order to be placed in Golf Genius - Golf Shop. Note: This is the same value assigned in Special Order General Settings. You can also optionally enter a prefix that will be included in the PO #. For instance, the first special/stock order placed in the example account below will be assigned the PO # of "BACC1080" (as shown below).
Dashboard Tile Layout
If you have a large volume of orders, you may prefer to see your stock order dashboard in a condensed tile layout so you can see more orders at once in each stage. When using the condensed view, only the Member Name, Vendor Name, and Alerts will be displayed in each tile.
Default Dashboard Sorting
You can define the default sort order for each stage in the dashboard pipeline view and for the list view. Use the drop-downs to define the default sort order for each stage or list view, and if you would like it in ascending (ASC) or descending (DESC) order (as shown below)
Calendar View
When using the Calendar View on the Stock Order Dashboard, you can define the default calendar format and default date filter so the calendar opens to your preferred view each time. The following options are available:
Date Filter: Select the date field the calendar should display by default. The following options are available:
Start Ship Date
End Ship Date (Default)
Early Cancel Date
Expected Ship Date
Expected Delivery Date
Calendar Format: Select the default calendar view. The following options are available:
Year (Default)
Month
Week
Finalized Order Definition
When finalizing a stock order, certain conditions must be met for the order to be considered finalized. You can define what constitutes a finalized order and align it with your actual stock order process. Only the checked options will be required to finalize a stock order. These options will be shown in the pop-up when clicking "Next" for a stock order in the "Delivery" stage.
Once changes are saved, the new definition for a finalized order will be applied to:
Orders not already finalized. Orders that qualify as finalized by the new definition will be marked finalized.
Orders finalized in the last 24 hours are still visible on the dashboard. Orders that no longer qualify as finalized under the definition will be marked as not finalized.
Shipping Updates
During the flow of a stock order, you have the ability to enter tracking information for orders. Enable this option if you would like shipping updates from a shipping company to automatically transition an order to the Delivered stage if entered for a stock order.
Once enabled, any stock order (with the tracking number entered) will automatically be moved to "Delivered" once the shipping company marks it as delivered.
Optional System Fields in Stock Order Form
When creating a stock order, several fields are available in the stock order form. Not all of these fields may be necessary for your facility. You have the ability to define certain fields that may or may not be displayed in the stock order form. Only the checked option will be shown on the order form.
