General Settings

The General Settings section is the central control panel for the Order application. Administrators can configure a wide range of settings to streamline workflows, enforce business rules, and customise the user interface.

General Settings enables you to automate data entry with default values, ensure quality with component compliance checks, define mandatory fields to maintain data integrity, and tailor the layout to suit different team needs. These configurations help standardise order creation, improve traceability, and ensure operational consistency across your organisation.

Configuration Sections

The following table provides a quick reference to all configuration areas available in General Settings:

Colourway In Store Date

Automate date entry for new colourways on an order. This can be turned on or off.

When enabled, this setting automatically copies the main order's "In Store Date" to any new colourway added to that order. This saves time and ensures date consistency across all items.

Component Compliance

Enforce quality control by preventing orders with non-compliant components from being shared. This can be turned on or off.

When enabled, the system validates component compliance during Order creation to ensure component suppliers meet the required compliance rules before an order can be shared or progressed.

How Component Compliance Validation Works

When Enforce Component Compliance is enabled, the system validates that the selected Component Supplier has valid compliance for the component supplier/customer combination during Order creation.

A component compliance is considered valid only when:

• The supplier/factory compliance status is In Progress or Active; and
• The Order Created Date falls within the compliance Valid From and Valid To dates; or
• The Order Created Date falls within the valid date range based on the customer rule set in Site Settings > Company > Customer (Valid to X days from the ETD date).

When Compliance Requirements Are Not Met

If a valid compliance is not found for the selected component supplier/customer combination:

• Warning Message: A warning message is displayed to alert the user that compliance is missing or not valid.
• Members: Users cannot share the order with a Supplier member (supplier members are greyed out).
• Documents: The Generate Purchase Order function is disabled until compliance requirements are met.

Colour Quantity & Pricing

When enabled, the Style Tags column is displayed in the Order > Colour Quantity & Pricing section.

The tags shown in this column are read-only and cannot be edited in this view. Values are sourced directly from Style > Colours & Pricing > Tags.

Critical Path

Manage the visibility and use of critical path activities within the Order application:

• Add critical path activities: Enable this to allow users to add and manage critical path directly from within an order.
• Display section headings: Enable this to show the headings within the critical path section for better organisation.

Default

Streamline order creation by setting default values for key fields. The value you select for each dropdown will be automatically populated whenever a new order is created, reducing manual data entry and ensuring consistency.

Duplication Settings

Choose which fields are automatically carried over when an order is duplicated. This helps ensure important information is retained without needing to be re-entered manually.

Files

Manage how files are organised by automatically creating a default folder structure for every new order.

Default Folder Structure

Enable this to automatically create a standard set of folders every time a new order is made. This helps maintain a consistent structure for all your order documentation.

1. Create a new folder: Click "Add another item" to add a new top-level folder.
2. Create a subfolder: Click the plus (+) icon next to an existing folder to create a folder inside it.
3. Lock a folder: Click the lock icon next to a folder to lock it. Locked folders are protected from deletion and modification in all newly created orders, ensuring essential folder structures remain consistent across your order documentation.
4. Delete folders: All default folders you create here can be removed at any time using the trash icon.

Lock Order Number

Enable this to automatically lock the Order Number once the order's status is set to In Production. This prevents accidental edits and ensures data consistency. This setting can be toggled on or off.

Mandatory Fields

Select which fields must be completed before an order can be created. This helps ensure data completeness and consistency across all orders, making reporting more reliable. Simply select from the list to make it mandatory.

Members

Automatically assign default members to new orders to streamline collaboration. You can assign members based on brand or category, or assign them to all new orders.

1. Click "Add another item" to add a new member.
2. Select a Member from the dropdown.
3. Optionally, assign them only to a specific Brand or Category. If left blank, the member will be added to all new orders.

How Members Assignment Works

• Duplicating Orders: When you duplicate an order and choose to include members, only internal team members will be carried over to the new order.
• Creating Orders from Styles: When creating an order from a style, supplier members assigned to the style are not automatically included as members in the new order. Order members remain independent from style member assignments.
• Duplicating Orders with Different Styles: When you duplicate an order and assign a different style to it, the system automatically removes any existing Order Supplier Members from the duplicated order's Members section. Suppliers are not automatically added to order members when selecting a new style, and Style Members are not copied to Order Members, ensuring that order members remain independent from the Style's member assignments.
• Access Control: An order is only visible to its assigned members. For example, an Agent or Factory must be explicitly added to an order to view its details.
• Removing Members: If you remove a member from an order, their access is immediately revoked.

Order Dates

Control the visibility and editability of key dates on an order.

• Display Ex-Factory Date: Enable this to show the Ex-Factory date as an optional field on orders. Disabling this will not display the Ex-Factory in the main order page.
• Allow Supplier Edits: Enable this to give suppliers permission to edit the Ex-Factory and ETD dates on orders shared with them. Disabling this will not allow the suppliers to edit such dates.

Order Documents

Customise the information included in your purchase order documents to ensure suppliers receive all necessary details. Each of these settings can be turned on or off:

• Include the style definition: Attach the full style definition to the purchase order document.
• Include customer reference number: Add the customer's reference number to the supplier purchase order for easy cross-referencing.
• Hide the ETA date: Omit the Estimated Time of Arrival (ETA) date from the supplier-facing purchase order.

Order Number Prefix

Add optional prefixes to your order numbers for better organisation and categorisation (e.g., 'EU' for European orders).

1. Click "Add another label" to create a new prefix.
2. Prefixes can be edited and rearranged by dragging, even if they are in use.
3. A prefix that has been assigned to an order cannot be deleted, but can be edited.

Order Quantity

Configure how the order quantity is displayed and how data can be entered.

Grouping Options

Organise the quantity grid by setting primary (1st) and secondary (2nd) grouping levels.

• Group by 1st: Choose between Colour Description or Pack (configured in Site Settings › Order › Pack).
• Group by 2nd: Choose between Colour Description or Pack.

Display and Entry Rules

• Display sub-totals by colour: Enable this to show a sub-total for each colourway in the quantity grid.
• Restrict quantity entry: Enable this to allow quantity entry only for sizes that have been selected in the style's colour section, preventing orders for unapproved sizes.
• Hide Ratio Packs: Enable this to hide ratio-related information from the Order > Colour Quantity & Pricing section. When enabled, ratio packs and ratio-related elements are hidden throughout the application:
  • On Screen View: The Ratio row and break-up icon are hidden when viewing in the Colour Quantity & Pricing section.
  • Add/Edit Colour Pop-up: Ratio information is no longer displayed in the pop-up when adding or editing colours.
  • Purchase Order Form: Ratio information is also hidden in Purchase Order forms, ensuring consistency across all document outputs.

Purchase Order Terms

Define the standard terms and conditions that will be automatically included in every purchase order form. This is an editable text field where you can input your company's legal and commercial terms.

Sample Reports

Create and manage custom status labels for sample reports within an order to track their progress (e.g., 'Received', 'In Review', 'Completed').

• Supplier Access: Suppliers can enter sample report data when a sample report is shared with them. This can be enabled or disabled.
• Add a new status: Click "Add another label" to create a new status option.
• Update or Remove: You can edit the name of a status or delete it, provided it is not currently assigned to any sample report.

Style Details

Control which style-related fields appear in the Style Details section of an order. This configuration setting allows you to customise which Style Details fields are displayed for this section. The setting applies to both the single style view and the multiple styles view. This is essential for tailoring the order interface to your team's workflow—it reduces clutter, ensures users see only the information they need, and allows administrators to prioritise key fields through custom ordering. By configuring visibility and display order, you can streamline order creation, improve data entry efficiency, and maintain consistency across your organisation.

Fields with Drag-and-Drop

The following fields can be reordered using drag and drop to control their display sequence:

Fields with No Drag-and-Drop

The following fields always appear in a fixed position and cannot be reordered:

Specifications

Control which sizes are displayed in the specification measurement tables on the order.

• Sizes with Order Qty: Only show sizes that have quantities ordered.
• Selected Style Sizes: Show all sizes that were defined on the original style.
• All Sizes: Show all available sizes from the size scale, regardless of order quantity.

Supplier Loading

Monitor supplier capacity to prevent overloading. When enabled, the system will display a warning message if adding an order exceeds the supplier's pre-defined capacity. This can be turned on or off.

User Interface Layout

Customise the Order application's interface by controlling the visibility of tabs, elements, widgets, and columns to create a cleaner workspace for users.

Select the tabs available to all users

Choose which main tabs are visible within an order.

Select the elements available to all users

Choose which smaller components or sections are visible within the order interface.

Select the widgets available to all users

Choose which sidebar widgets are displayed for quick access to related information.

Select the columns to display in the definition

Choose which columns appear in the Definition tab.

Troubleshooting