Retail Sales Orders - Add New (With Retail Order Management Option)

Create a retail order, add products and specific order details for a retail customer.

These options are not available for your wholesale customers and orders. The VAT rate for your wholesale customers, if applicable, will automatically be calculated based on your Country set in your Company Details.

Important: To create and manage retail orders in Zedonk, you will need to have the retail option enabled on your system. If you would like to request this, please contact us at [email protected]

Warning: Retail Orders can only be raised for customers whose type is set to 'Retail'. Wholesale orders can only be raised to customers whose type is set to 'Wholesale'.

Tip: To edit an existing Retail Order record, click on it in the Orders list view.

#Click on [+ New Order]

#Make your selection of the Order Type, Customer, and VAT Calculation Method then click [OK]

Tip: For more information on how to add a customer, see:

• Customers - Add a New Customer

You will be prompted to select which customer/order type (Wholesale or Retail) you are creating. Then, based on your selection, you will be able to pick from the relevant customers.

If you select the Wholesale/Consignment Order Types, you will only be able to raise the order to customers assigned as Wholesale +/ Consignment 'Type' customers.

If you select the Retail Type, you will only be able to raise the order to customers assigned as Retail 'Type' customers.

With the retail option, you will be prompted to select whether the order will be VAT applicable and how the calculation will be made. You will have the following options:

Tip: As Retail VAT is inclusive of the Total RRP for B2C Orders, the VAT calculation on your retail orders will follow this logic accordingly.

#The form will populate with the default information and type entered in the Customer record.

#Addresses and Contacts: They pull from the Customer record. They can be amended directly on the order if your system settings allow you to do so.

For more information on adding different store, delivery and accounts addresses

The new basket icon will identify that you are working on a Retail Order.

#Order Reference

#Use this field to enter a reference for the retail order (if applicable)

It's likely you will have an internal format for how you manage your retail order numbers

#Customer Reference

#This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

You can enter information as a default in the Customer Record, for more information, read this

#Delivery Period

#This pulls through from your Season Settings but it can be added/amended directly on the Sales Order

#Delivery Start and Delivery Cancel: Use them if you have agreed on specific dates with your customer. When left empty, these fields don't show on the PDF

#Shipper and Shipping Terms

#These pull through from the Customer Record but they can be added/amended directly on the Sales Order if you would like to declare them on your retail orders:

#Order Tag

#If you have created order tags in your Settings, you can assign an internal tag to the Sales Order

For more information on adding Order Tags

Creating a specific order tag for your retail orders can further assist you in interpreting your sales order reports and allow you to filter by/exclude retail orders accordingly as required.

#Order Priority

#If you have created order priorities in your Settings and assigned them to a Customer, this will automatically pull through. You can also add/amend directly on the Sales Order

For more information on adding Customer Priorities

#Payment Terms, Payment Due (days) and Bank Details

#These pull through from the Customer Record but they can be added/amended directly on the Sales Order if required

#Comments

#This pulls through from the Customer Record but it can be added/amended directly on the Sales Order

For more information on adding Customer Notes

#Order Status

ACTIVE: a New Order is active by default

APPROVED: depending on the user permission, an order will be created already Approved or Not Approved, which means it will need to be approved by another user before Zedonk will include it in the calculation for production.

LOCKED: a New Order is unlocked by default. Some users have system permission to lock/unlock Sales Orders.

FORCE CLOSE: this is unselected by default. It only needs to be selected when an order is cancelled or it no longer needs to be delivered.

#[Save]