General Overview
This help document does not go over order entry. For a help document on order entry, click here.
A "standard order" is essentially a default order for a customer. Only management users and sales rep users can create a standard order for a customer.
If a customer has a standard order defined, when a user creates a new order for that customer, the items from the standard order will be automatically copied to the new order.
B2B customer users can edit their orders, but cannot change their standard order.
There can only be one standard order per customer.
Note: Standard orders can also be used if you want to offer special pricing to a customer OR if you want to limit which items a particular customer can access via the portal. Read on for more info about this.
Chapters
How to create a Standard Order
Special Pricing for a Customer
How to create a Standard Order
Start by creating an order for the customer you want to set a standard order for. (For a help document on order entry, click here). Add the items you wish to include on their standard order.
Once all items are added, click 'Review Order'.
On the Review page, check the 'Make this standard order' checkbox to set this order as the customer's standard order.
You can also change the quantity of each item; the quantity you set on the standard order will apply to new orders.
Please note: There can only be one standard order for a customer.
Special Pricing for a Customer
When you make an order the standard order, you'll have the option to use the current prices (from QuickBooks or an uploaded price list) or use the prices entered on the standard order.
If you're setting up a standard order for the purpose of giving the customer special pricing for the items on their standard order, select the "Use prices from this order" option and enter the item(s)' unit price.
The special pricing you set for the items on the customer's standard order will be the prices that appear for those items on every new order for this customer.
If you don't wish to offer the customer special pricing for the items on the standard order, keep the "Use current prices" as the selected option.
Note about Special Pricing:
If a customer has a standard order with "Use prices from this order" selected, all pricing information for any item on that order will use the prices from the standard order throughout the portal for that customer.
This includes the cost that shows on the customer's Items tab and the price used when entering an order.
In other words, the pricing entered on the standard order supersedes the price that comes from QuickBooks and overrides any uploaded spreadsheet pricing.
Limiting Item Access
If your customer is a CrikSales B2B user, and you'd like to limit which items they have access to in their portal, you can do so using a standard order.
If you check the "Should a customer user be prevented from accessing items not on the standard order throughout the portal?" checkbox, the customer won't be able to access or see any items not included on the standard order throughout their portal.
Prevent Adding Items
If your customer is a CrikSales B2B user, and you'd like to prevent them from adding other line items than those on their standard order, check the "Should a customer user be prevented from adding lines to an order?" checkbox.
Note: This will not prevent the customer from seeing other items throughout their portal. It will only prevent them from adding order lines.
Modifying a Standard Order
If the standard order is left unsubmitted, you can edit it like you would any other order.
The changes you make to the standard order will be reflected on every new order for this customer. Please Note: This will not change the customer's orders entered in the portal prior to the changes.
You can make a submitted order the standard order, however, you will not be able to make any changes to it, as submitted orders cannot be edited.
There can only be one standard order per customer. If you uncheck the 'Make this standard order' checkbox on the standard order, the order will no longer be this customer's standard order.
You can make a new order the standard order for a customer at any point by checking the 'Make this standard order' checkbox. By doing so, you're replacing the previous standard order with the new order that has the 'Make this standard order' checkbox checked.
Questions? We're here to help! Contact us at support@crik-it.com