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BirdDog Ecommerce
Product Information Management (PIM)
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Sales Order Management
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Sales Order Management
Defaults
×
Sales Order
Header
Bill to Address
Invoice Customer.Address
Customer.Address
Ship to Address
Ship To.Address
Customer.Address
Contact - Customer.Contact
Phone/Ext- Customer.Phone/Ext
Email - Customer.Email
Terms - Customer.Terms
Ship Via - Customer.Ship Via
Freight Pay Code - Customer.Freight Pay Code
Sales Person
User.Sales Person
Site Settings.Order Defaults.Sales Person
Ship To.Sales Person
Customer.Sales Person
Taxable - Customer.Taxable
Tax Code/Schedule
Order Ship To City, State, and Country matches the Ship To City, State, and Country - Ship To.Tax Code/Schedule
Order Ship To City, State, and Country matches the Customer City, State, and Country - Customer.Tax Code/Schedule
Order Ship To City, State, and Country exists in Country/Locations and it has a Tax Code/Schedule - Country/Location.Tax Code/Schedule
Order Ship To State and Country exists in Country/Subdivisions and it has a Tax Code/Schedule - Country/Subdivision.Tax Code/Schedule
Order Ship To Country exists in Countries and it has a Tax Code/Schedule - Country.Tax Code/Schedule
Site Settings.Tax Code/Schedule otherwise
Tax Service Entity Use Code - Customer.Tax Service Entity Use Code
Location
Site Settings.Order Defaults.Location
Ship To.Location
Customer.Location
Currency - Customer.Currency
Discount - Customer.Discount
Ship Instruction 1 = SiteSettings.Order_ Defaults Ship Instruction 1
Ship Instruction 2 = SiteSettings.Order_ Defaults Ship Instruction 2
User Field 1 = SiteSettings.Order Defaults User Field 1
User Field 2 = SiteSettings.Order Defaults User Field 2
User Field 3 = SiteSettings.Order Defaults User Field 3
User Field 4 = SiteSettings.Order Defaults User Field 4
User Field 5 = SiteSettings.Order Defaults User Field 5
Line
Location - Header Location. If the item is not stocked at the header location then it will use the item's default location.
Description 1 - Item.Description 1
Description 2 - Item.Description 2
Product Category - Item.Product Category
Request Date - Today's date
Promise Date - ATP for this line's item/location based upon request date. If the request date is in the past then today's date is used.
Required Ship Date - Defaults to Promise Date
Customer Service
Billing
Daily Procedure Example
Inventory Management Reports
Freight
Sales Analysis
Drop Ship
Competitor Tracking
Defaults
Sales Order
Daily Procedure Example
Receiving
Delivery Date Calculation Logic
Picking System
Invoicing
Pricing Explanation
Automated End of Day
Order Rules
Shipping Interface
Shipping Console
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