Orders Client Settings

Overview

Sellercloud users with the Client Admin role can control account-wide Client Settings to enable or disable features and change how they work. There are features that you must enable on the client level first to use at the company level. 

This article contains a list of all client settings in the Orders section of the Delta interface along with their definition. To learn more about a certain feature or function, navigate to the Related Articles section at the end of this help resource.

Changes to client settings usually take effect right away. Refresh your browser’s cache if you don’t see the result immediately.

When you enable a setting, changes will not apply retroactively, and you may need to perform additional actions to synchronize the data.
To optimize your search experience, we recommend you copy the setting name directly from the interface and use the Ctrl + F keyboard shortcut to quickly jump to a setting definition.

Orders Client Settings

This category contains a list of comprehensive settings that cover all potential scenarios your order flow may encounter. The different customization options provide flexibility and can help you manage your daily order operations efficiently.

To open the client settings page, navigate to Settings > Client Settings > General Client Settings. To display all advanced settings, switch the toggle at the top left corner.

Advanced settings are marked with a yellow dot next to each checkbox in the Delta interface and with an asterisk before the setting name in this article.

General

  • Allow Editing Dropship Status On Order Details Statuses
    • If enabled, you can change the value in the Dropship Status dropdown located on the Order Details page. 
    • If disabled, you will only be able to edit the dropship status of an order through the  Actions Menu on the Manage Orders page or through a related Purchase Order (PO).
  • Allow Shipping Unpaid Orders – This setting is one of five prerequisites to ship orders even if the order payment status is No Payment. The other settings include a Company Level, an Order Level, a Customer Level, and a Shipbridge setting.
  • Allow To Create Amazon Checkout Orders – By default, some Website Shopping Carts such as ZenCart rely on the Checkout By Amazon order feature and do not create orders on their websites. If this setting is enabled, we will create imported website orders through Checkout by Amazon.
  • Allow To Enter Payment Date For Orders – If enabled, a field called Payment Date will appear on the Receive Payment page of an order. 
    • To reach the page, navigate to Orders > Manage Orders > Open Order > Toolbox > Payment > from the Actions Menu, click Receive Payment.
  • Allow To Print Product Label From Order Details – If enabled, an action called Print Product Labels will appear on the Order Details page.
    • To go to an order, navigate to Orders > Manage Orders > Search Orders > Open Order. Alternatively, enter the Order ID directly in the general search bar to quickly filter it.
  • Always Mark Orders Exported After Generating Order Export File – If enabled, we will mark an order as Exported if you use the action Export Orders on the Details page of an order, or the Manage Orders page for orders in bulk.
  • Charge Tax On Gift-Wrap – By default, we exclude taxes for gift wrapping in orders. If this setting is enabled, we will calculate the gift wrap tax charge and add it to the order’s Grand Total amount.
  • Do Not Change AllowShippingWithoutPayment Status When Order Changed To Quote – If enabled and you set the Order Status field value to Quote from any other status, we will return an error message when you later try to use the Allow Shipping Even Not Paid action from the Actions Menu of the order.
  • Enable BackOrder WorkFlow – This setting is a prerequisite for the Backorders workflow and the status should be Enabled for any subsetting to take effect.
    • Use Warehouse-Based BackOrder Calculation – If this subsetting is enabled, we will calculate backorder for every order item based on the Ship To warehouse set on the order. The calculation excludes FBA, Interim, or Untested Warehouses
    • Don’t Consider Unsellable WH Qty As Available Qty In Backorder Calculation – If this subsetting is enabled, we will exclude product quantities in Unsellable Warehouses from backorder calculations. The default setting status is Enabled.
    • Don’t Consider Dropship WH Qty As Available Qty For BackOrder Calculation – If this subsetting is enabled, we will exclude product quantities in Dropship Warehouses from the backorder calculation. The option can help you when you import vendor inventory in a dropship warehouse and you do not want that quantity to be available. The default status of this setting is Enabled.
    • *Include Authorized Orders In BackOrder Calculation – If this subsetting is enabled, we will include orders if their Payment Status is Authorized to the backorder calculation.
    • *Include Unpaid And Partially Paid Orders In BackOrder Calculation – If this subsetting is enabled, we will include orders if their Payment Status is Partially Paid or NoPayment to the backorder calculation.
    • Include OnHold Orders In BackOrder Calculation – If this subsetting is enabled, we will include orders with a status OnHold in the backorder calculation.
    • *Update BackOrder Status On Order Status Change – If this subsetting is enabled, we will automatically recalculate the backorder status of an order based on your available inventory anytime you change the status to On Hold or Quote or vice versa.
    • Prioritize Fully-Shippable Orders In BackOrder Calculation – If this subsetting is enabled, we will prioritize inventory allocation to the order with the minimum required fulfillment quantity. This setting can help you with multiple orders with different quantities. For example, if a customer orders 40 units but you have 30 available (10 on hand), and a second order for 10 comes in, we will allocate quantity to the second order.
    • Prioritize Rush Orders In Backorder Calculation – If this subsetting is enabled, we will prioritize the allocation of available inventory to Rush Orders when recalculating backorder quantities.
    • *Stop Marking Orders As BackOrder While Creating Orders – If this subsetting is enabled, we will prevent the Backorder status from being set automatically when we create an order. We will still update the backorder status once our backend BackOrderReCalculateService runs.
    • Use Payment Date Instead Of Order Creation In Backorder Calculation – If this subsetting is enabled, we will use the Payment Date order field instead of the Order Date when we allocate inventory in the backorder calculation. Allow To Enter Payment Date For Orders should also be enabled for this workflow.
  • PickList Generation Only Allow Valid Orders – If enabled, a list of restrictions will be applied to orders when you try to add them to a Picklist using the Generate Picklist action. The limitations are as follows:
    • The picking status should be Unpicked meaning that no product can have a picked quantity greater than zero.
    • The payment status should be Charged or Unpaid which requires the client setting Allow Shipping Unpaid Orders to be enabled.
    • The dropship status should be None.
    • The shipping status should be Unshipped.
    • The general status must be Processing or Completed.
  • Display Purchaser In Picklist – If enabled, a column called Purchaser will appear in the Products panel on the Picklist Details page which will display the email of the purchaser.
    • To access a picklist, navigate to Orders > Manage Picklist > Search Picklist > Open Picklist.
  • Display Replacement SKU LOC In Picklist If enabled, a column called Replacement LOC will appear in the Products panel on the Picklist Details page.
  • Display Replacements In Picklist – If enabled, a column called Replacement Count will appear in the Products panel on the Picklist Details page which will display the available quantity across replacement products. 
  • Display Replacement SKU In Picklist –  If enabled, a column called Replacement SKU will appear in the Products panel on the Picklist Details page which will display the name of the first existing replacement product.
  • Show Weight On PickList – If enabled, a column called Product Weight will appear in the Products panel on the Picklist Details page which will display the product Shipping Weight field value in Oz.
  • Enable Cost Plus Based Wholesale Prices – If enabled, a checkbox called Enable Cost-Based Pricing will appear in the Order Options panel on a Customer Details page. If you check the abovementioned box, two new fields called Cost Type and Percent To Add will appear below it. Enable Cost-Based Pricing will not be visible until you expand the Discounted Price Options dropdown within the panel.
  • Enable Eye4Fraud – This setting is a prerequisite for the Eye4Fraud account integration.
  • *Enable Order Confirmation Workflow
    •  If enabled, two actions called Set Confirmed and Set UnConfirmed will appear in the Actions Menu on the Manage Orders and Order Details pages. The confirmation status will also be Not Confirmed upon order import. This setting serves as an additional security step before fulfillment. To not allow shipping of unconfirmed orders, you also need to enable Allow Shipping Authorized And Confirmed Orders Only.
    • If disabled, we will import all orders with a Confirmed status by default.
  • *Enable Order Exported Workflow – If enabled, two actions called Set Exported and Set Not Exported will appear in the Actions Menu on the Order Details and Manage Orders pages which will allow you to mark orders exported under certain conditions. This setting is helpful when your workflow uses Saved Searches and you want to exclude already exported orders from the saved search list. To further automate this process, you can enable the Mark Orders As Exported When Exported Via Scheduled Task setting.
  • Enable Manual Currency Conversion Rates – If enabled, a page called Currency Conversion (Manual) will appear in the Company Toolbox which will allow you to enter custom conversion rates for any currency.
    • To reach the page, navigate to Companies > Manage Companies > Open Company > Toolbox > Currency Conversion (Manual).
  • Enable Order Level Discounts – If enabled, an editable field called Order Discount will appear in the Total panel on the Order Details page where you can enter a general discount which we will exclude from the Grand Total. If you have entered an order discount and an order item discount at the same time, we will display the total amount in another column in the same panel called Discount Total. This setting can work in combination with Enable Order Item Level Discounts.
  • Enable Order Item Level Discounts – If enabled, a field called Discount will appear in the Items panel on the Order Details page which will allow you to enter a specific discount value for every item in the order. The summarized item discount value will be displayed in another column called Order Items Discount in the Total panel which will also appear if this setting is enabled. This setting can work in combination with Enable Order Level Discounts.
  • Enable Order Shipment Tracking API – If enabled, the values in the advanced filter Delivery Status on the Manage Orders page will change from Delivered and Not Delivered to Delivered, In Transit, Out For Delivery, Return To Sender, Shipped, TrackingQueryFailedOnce/Twice/Thrice, Undeliverable and UnShipped.
  • Enable Rule Engine – If enabled, a page called Rule Engine will appear on the Order settings page. 
    • To reach the page, navigate to Settings > Orders > Rule Engine. This setting is a prerequisite for our Order Rule Engine in the Delta interface.
  • Enable Rule Engine Action For Post Order Plugin – If enabled, a new option called Execute Post Order Plugin will appear in the Action Type dropdown in the Order Rule Engine Actions step. This setting will allow you to automate the execution of post-order plugins in Sellercloud.  
  • Rule Engine Execution Queue Delay In Seconds By default, our Order Rule Engine will trigger actions immediately after you enable a rule. If you enter a numeric value in this setting, we will delay the rule engine execution with the specified number in seconds. This also requires the app setting EnableRuleEngineExecutionQueue to be enabled. Contact Sellercloud Support to configure it for your account. 
  • Run Post Order Plugin On Replacement Orders If enabled, our Order Rule Engine will trigger Post Order Plugins to also apply to Replacement Orders as soon as they are created. To be able to use post-order plugins in combination with the rule engine, Enable Rule Engine Action For Post Order Plugin should also be enabled.
  • Run Post Order Plugin On Duplicate Orders If enabled, our Order Rule Engine will trigger Post Order Plugins to also apply to Duplicate Orders as soon as they are created. To be able to use post-order plugins in combination with the rule engine, Enable Rule Engine Action For Post Order Plugin should also be enabled. 
  • Run Post Order Plugin After Split Order If enabled, our Order Rule Engine will trigger Post Order Plugins to also apply to Split Orders as soon as they are created. To be able to use post-order plugins in combination with the rule engine, Enable Rule Engine Action For Post Order Plugin should also be enabled.
  • Enable Multiple Sales Reps – If enabled, two fields called Sales Rep 2 and Sales Rep 3 will appear below Sales Rep 1 in the General panel on an Order Details page which will allow you to enter multiple sales reps per order.
  • *Enable Single Package For Wholesale Orders
    • If enabled, we will force generate only one package if the value in the Order Status field is Wholesale.
    • If disabled, we will compare the estimated number of packages to the value provided in MaxNumberOfPackagesForOrder and create multiple packages.
  • Enable Split Order Authorized Payment Workflow – By default, if an order has a payment status of Authorized during splitting, the Child order will be created with a status of NoPayment. If this setting is enabled, we will automatically mark authorized split orders as FullyPaid.
  • Force Enter Comments When Setting Order To OnHold/Cancel/Problem Etc – If enabled and you use the Set As Problem or Set On Hold actions from the Actions Menu on the Order Details or Manage Orders pages, an additional window will open where it will be mandatory to enter a comment before the status change. If disabled, we will skip the page and change the status instantly.
  • Mark Orders As Exported When Exported Via Scheduled Task – If enabled and you execute a Scheduled Task of type Export Orders for orders in bulk, we will automatically update the order status from Not Exported to Exported
  • Set Authorize Credit Card As Default Payment Option – If enabled, the default value in the Operation Type field during receiving payment will be New Credit Card Authorization
    • To reach the page, navigate to Orders > Manage Orders > Search Order > Open Order > Toolbox > Payment > From the Payments panel, click on the Credit Card icon to receive a payment.
  • Set Shipping Mapping On Homedepot Order Against Ship Address Type – This setting is responsible for the Home Depot Shipping Carrier and Service we receive through the EDI 850 Order Import. If enabled, we will disregard the regular Shipping Method Mapping on a company level and apply a custom logic, which is as follows:
    • If the shipping method we receive from Home Depot is UNSP_CG and the EDI segment PER09 (responsible for shipping) contains the number 1 in it, we will set the carrier to FedEx and service to FedEx Home Delivery. If it contains the number 2, it will be FedEx and FedEx Ground respectively.
  • Show ProductID Requested On Order Details – If enabled, a field called SKU Requested will appear in the Items panel on the Order Details page. This setting is helpful when you are working with Shadow Products and need to see which shadow the customer has ordered.
  • Stop Calculating Taxes For LocalStore Orders – If enabled, we will not calculate Taxes for Local Store orders.
  • Stop Calculating Taxes For Wholesale Orders – If enabled, we will not calculate Taxes for Wholesale orders.
  • Stop Calculating Taxes For Website Orders –  If enabled, we will not calculate Taxes for Website orders. This setting may lead to a double tax charge because taxes are often directly precalculated on the website.
  • Use Product Weight On Orders For Multi Items Order – By default, we use the values from the Product Weight fields to calculate the total package weight when an order has more than one item. If this setting is enabled and you create or import a multi-item order into Sellercloud, we will take the values from the Ship Weight fields instead.
  • Enable Per Customer Wholesale Pricing Default product prices for wholesale orders can be set either per customer or globally based on a percentage of a product’s average cost. If this setting is enabled, you will be able to enter default prices for each SKU under a customer. To reach the page, navigate to Customers > Manage Customers > Search Customers > Open Customer > Toolbox > Wholesale Prices.
    • Auto Save WholeSale Prices When Order Is Created – If this subsetting is enabled, we will automatically pull and save SKU prices under a customer for each wholesale order you create or import. Enable Per Customer Wholesale Pricing should also be enabled for the setting to work.
  • Delete Related PO When Order Dropship Set To None – If enabled, we will automatically delete the Related Purchase Order (PO) when you change the Dropship status of an order to None from any other status. Allow Editing Dropship Status On Order Details Statuses should also be enabled to update the status manually.
  • Only Receive Dropship PO When Order Is Fully Shipped – If enabled, we will automatically mark a Dropship Purchase Order (PO) as Received when the status of the related order changes to Fully Shipped.
  • Validate Selling Price Is Greater Than % Of SiteCost – If enabled, we will require the channel selling price to be at least X% of the Site Cost. For example, for the selling price to be 10% higher than the site cost, enter 110 in the Percentage field.
    • Percentage – Enter a numeric value in this setting to set the percentage. Validate Selling Price Is Greater Than % Of SiteCost should be enabled for the field to take effect.
  • Put Order On Hold If Selling Price Is Less Than % Of SiteCost – If enabled, we will automatically change the status of an order from Processing to OnHold if the Channel Selling Price is lower than the product Site Cost with the specified value in %. For example, if the site cost is $1 and you have entered 20% in the setting field, we will put the order on hold when the unit price is $0,79 or lower.
    • Percentage – Enter a numeric value in this setting to set the percentage. Put Order On Hold If Selling Price Is Less Than % Of SiteCost should be enabled for the field to take effect.
    • Set Customer Status ‘Require Attention’ Instead Of Updating OrderStatus To OnHold – If this subsetting is enabled, we will set a customer status of Requires Attention instead of placing orders OnHold when the selling price is lower. This setting can help you flag orders for manual review without interrupting your order processing flow.
  • Put Order On Hold If Selling Price Is Less Than % Of SitePrice –  If enabled, we will automatically change the status of an order from Processing to OnHold if the Channel Selling Price is lower than the product Site Price with the specified value in %. For example, if the site price is $1 and you have entered 20% in the setting field, we will put the order on hold when the unit price is $0,79 or lower.
    • Percentage – Enter a numeric value in this setting to set the percentage. Put Order On Hold If Selling Price Is Less Than % Of SitePrice should be enabled for the field to take effect.
  • Queue Amazon Order Refunds And Cancellations – If enabled, we will prevent Cancellation and Refund Requests from being submitted to Amazon automatically and have them go to a queue for manual processing.
    • Queue Amazon Order Refunds And Cancellations – Auto Submit To Amazon – If this subsetting is enabled, we will still display cancellations and refund requests in the queue, but we will still automatically process them in batches.
  • *Allow Picking For Shipped Orders – If enabled, you will be able to Pick orders in Skustack even if the shipping status of an order is Fully Shipped. Learn more about Picking Order Items in Skustack.
  • Allow To Cancel Order With Dropship Status
    • If enabled, you will be able to cancel an order using the Cancel/Issue Refund action regardless of the order Dropship status.
    • If disabled and the dropship status of an order is different from None, we will return an error message Order has DropShip status X. Can’t cancel this order!
  • Allow To Hide Prices On WholeSale Order Invoice – If enabled, we will hide all price-related information when you use the Print Invoice to PDF action from the Actions Menu of a Wholesale order turning it into a packing slip. The Show Prices And $ Total checkboxes should also be disabled on the Invoice company page for the setting to work. 
    • To reach the page, navigate to Companies > Manage Companies > Open Company > Toolbox > Invoice Settings
  • Allow Void Orders In Bulk – If enabled, an action called Set As Void will appear in the Actions Menu on the Manage Orders page which will allow you to select and void multiple orders at a time.
  • Auto Create Replacement Order When Setting Resolution To Replace – If enabled, we will automatically create a Replacement order if you change the Resolution of a Return Merchandise Authorization (RMA) from any status to Replace
    • To change the resolution of a product within an RMA, navigate to Orders > Manage RMA > Search RMA > Open RMA > Click the Pencil icon in the Items panel to edit > Click the Cardboard icon.
  • *Max Days To Go Back for BackOrder If you enter a value in the dropdown of this setting, we will not include orders in the backorder calculation before the specified period. The available options are 1, 2, 3, 4, or 5 years back.
  • Default Manual Orders To Wholesale – If this setting is enabled and you manually create a new order, the Channel field and Is Wholesale Customer checkbox will automatically be set to Wholesale and Enabled respectively.
  • Do Not Allow To Edit Order If QB Exported – If enabled and the order is already marked as QB Exported, no further changes to that order will be allowed and you will receive an error message stating that the Order is already exported to Quickbooks. Can’t edit this order.
  • Enable Custom Columns For Order – If enabled, a page called Custom Columns will appear in the Toolbox on the Order Details page which will allow you to access all pre-existing order custom columns. Contact Sellercloud Support if you need to create custom columns.
    • To reach the page, navigate to Orders > Manage Orders > Search Orders > Open Order > Toolbox > Custom Columns.
  • Enable Generate Shipping Labels Via Amazon – This setting is a prerequisite for the Amazon Buy Shipping feature in both Sellercloud and our Shipbridge shipping solution. If enabled, we will consider the settings from the Amazon: Bulk Shipping Preferences page in Sellercloud and you will also see provider Amazon in Shipbridge in the Rates Calculator.
    • To reach the preferences page, navigate to Settings > Companies > Manage Companies > Open Company > Toolbox > Amazon: Bulk Shipping Preferences.
  • *Enable OKtoProcess Workflow – If enabled, two actions called OK to Process and Not OK To Process will appear in the Actions Menu on the Order Details page.
  • Enable Order Pending Actions – If enabled and you use the Cancel/Issue Refund action from the Actions Menu on the Order Details page, we will queue the refund and require an InhouseReason if the issuing user does not have the Initiate Refund employee permission.
  • Verify Shipping Address Of Orders – If enabled, we will automatically inspect for misspelled addresses and apply corrections if required. The setting can also determine whether an address type is commercial or residential. This workflow only affects SellerCloud and it will not trigger any address validations in our ShipBridge shipping solution. To utilize the setting, you need to enter carrier API credentials.
    • To locate the page, navigate to Settings > Companies > Manage Companies > Select a company > Toolbox > Shipping API.
  • Enable Wholesale Options In Manage Orders Action Menu – If enabled, four actions called Set As Quote Order, Add to Credit Memo, Generate Statement of Accounts (PDF), and Generate Statement of Accounts (Excel) will appear in the Actions Menu on the Manage Orders page and Set As Quote Order, Add to Credit Memo will also appear in the Order Details page actions menu. This setting is a prerequisite for the Quote Orders workflow.
  • Import Wholesale Orders Without Any Payment – If enabled and you use the Import Channel Orders wholesale file template on the Import Order Info via File page, we will automatically change the payment status from NoPayment to Charged upon import. This setting will also apply if you decide to automate the imports using our Import Mapping Tool.
  • Enable Pending Magento Orders
    • If enabled, we will create orders from Magento that have an order status of Pending. This status refers to a new order that does not include a customer payment, an invoice, or a tracking number at the time of import. In short, this is the initial status that the channel assigns to an order. When you enable the setting for the first time, we will import all pending orders with the next service run.
    • If disabled, we will only create Charged or Invoiced orders into Sellercloud and exclude pending ones.
  • Mark Order As OK To Ship When Added To PickList – If enabled, we will automatically update the status of an order from Not OK To Ship to OK To Ship when you add the order to a picklist using the Generate Picklist action from the Manage Orders page Actions Menu. Enable OKtoShip Workflow should also be enabled for this workflow.
  • Put Order On Hold If Unknown SKU In Order – By default, if we cannot match a Sellercloud product to an order item using different identifiers, we will mark the item as Unknown within the order. If this setting is enabled, we will automatically put the order OnHold if we detect an unknown product in an order.
  • Mark Order As Pending DropShip Only If Inventory Not Available – If enabled and an order has a related Purchase Order (PO), when an order item does not have inventory in any vendor warehouse, we will automatically change the order Dropship status to Pending.
  • Set Wayfair Order OnHold Instead Of Cancel When Cancellation Requested – By default, we pull order cancellation information from Wayfair and mark orders as Cancelled. If this setting is enabled, we will mark orders OnHold instead of Cancelled when a customer cancels an order on Walmart.
  • *Use Site Price When Splitting Orders – If enabled and you Split an order, we will transfer the value from the Site Price field of an order item to the child order.
  • Use Weighted Average Cost For PO
    • If enabled, we will calculate the Average Cost of a Purchase Order (PO) using the Weighted method which factors in both quantity and price. For example, if you receive a PO of 10 units at $2/unit ($20 in total) and a PO of 20 units at $3/unit ($60 in total), we will calculate the total item cost of $80 divided by all 30 units, which is $2.67.
    • If disabled, we will calculate the average cost using the Simple method which is only by the dollar value ignoring unit quantities. For example, if you receive a PO of 10 units at $2/unit and a PO of 20 units at $3/unit, we will calculate the average of $2 and $3, which is $2.50.
  • Auto Update PO When Product ID In Order Changed – If enabled, we will automatically reflect changes on a Dropship Purchase Order (PO) when there is an update on a related order item. For example, if the order quantity increases from 1 to 2 on the order, this will also display on the PO later once you apply the changes.
  • Do Not Mark Drop Ship PO As Received When Order Shipped – By default, we mark Dropship Purchase Orders (PO) as Received when a related order is shipped by the supplier. If this setting is enabled, we will not change the PO status and you need to manually trigger the receiving using the Actions Menu of the PO.

Picklist Preferences

  • Close All Picklists At Midnight – If enabled, we will automatically change the status of all picklists from Open to Closed at midnight EST so that you can create new ones including any remaining unshipped orders on the following day.

UI

  • *Show Product Name Instead Of OrderItem Name On Order Detail Page – If enabled, we will display the Product Name field value instead of the SKU in the Items panel on an Order Details page.

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