Here you configure the settings for the order itself. What do I want my portal users to see and which fields should be shown and/or mandatory.
(Note that you can hover over most of the topics for more information.)
Order logic
here you choose between Sales Orders (for LSPs) and Material Orders.
Order types
what kind of orders are you allowing to be created in the portal:
How it looks in Partner Portal
Service levels
which service level should be used for the orders made.
(Note that multiple service levels are only available from 4.20 and up)
The service level(s) will be shown on the collection page:
Order logic
you can allow/limit origin and destination countries if needed.
Documents
enable or disable the option to print documents from the order + set the text in your footer in the PDF document.
Scheduled times
(hover over the options for more info)
Are users allowed to add orders outside of office hours?
Can they add ASAP orders?
How much time between the order and the collection?
In Partner Portal it will be displayed like this. If ASAP is selected, the scheduled collection time will be based on the settings. (earliest from/to schedule)
Reason codes
show reason codes on the order details page or not:
Purchase Order handling
This guide explains how to use the Purchase Order (PO) integration within Control Tower to streamline your material requests. By linking Material Orders (MO) directly to existing Purchase Orders, the system ensures that every request is pre-validated against authorized procurement data.
Overview
When the "PO-Based MO creation" feature is enabled, the system enforces a strict relationship between what has been purchased (the PO) and what is being requested for the shop floor or project (the MO).
This workflow prevents errors, ensures budget compliance, and restricts material requests to only those items explicitly listed on an active Purchase Order.
Step-by-Step Workflow User Partner Portal
Step 1: Initiation
Begin the creation of a new Material Order.
Because the "PO-Based" setting is active, the system will prompt you to link a reference before proceeding.
Step 2: Selecting the Purchase Order
User must select a Purchase Order Number from the list of POs currently assigned to your Partner profile.
Note: User will only be able to see and select POs that are active and specifically assigned to him. This PO acts as the master template for the request.
Step 3: Adding Material/Parts
Once the PO is selected, user can begin adding parts to your Material Order.
Validation Rule: The system will only allow to add parts that are already line items on the selected Purchase Order.
If a part number is not present on the original PO, the system will block the entry to ensure the MO does not exceed the scope of the purchase agreement.
The Part will be automatically linked to a Shipping unit like a Pallet or Box depending on the shipping unit, that helps indicating which parts are on which shipping unit (e.g. 500 Parts on 1 Euro Pallet)
Parts & packaging
Should the parts and packaging be shown on the order details page?
Manual overrides: when enabled, these values will be reflected on the linked SO/MO.
Parts & packaging will be shown like this:
Quote restrictions
hide the price if weight, distance, volume and so on is bigger than x value or checked options.
Map
show map, route, live GPS or ETA?
When checked, this info will be shown on the order details page:
Other info
hover over the topics for more info
