Set up Order Detail Defaults

Configure the default order processing settings at "Admin > System settings > Order processing".

INVOICE PRINTING

Define for which channels the checkbox "Create invoice" is pre-activated when employees manually create dispatch advices. This helps maintain a controlled workflow during order processing:

•Go to the section "Pre-activate the checkbox 'Create invoice' at manual dispatch advices".

•Select all sales channels for which you want to print invoices during order processing.

VAT CALCULATION

Some orders may contain additional billable services (such as special packaging, express shipping, etc.). Define which VAT rate is used for these services:

1.Go to the section "VAT calculation for ancillary services".

2.Choose one of the following options:

a."Highest VAT rate": The highest VAT rate among ordered articles is used.

b."VAT rate acc. mostly accounted items": The VAT rate that applies to the largest share of the order's total net value is used.

ITEM REPORTS

In the section "Item reports" (see Fig.1), define the default settings for manual order processing via the order list ("Orders > Order list").

•Define if and how ship/return tracking codes are automatically entered during order processing.

•Define if ship/return tracking codes are validated for standard parcels.

•Define whether it is possible to manually assign return codes already when shipping an order ("return code proposal").

•Select how if and how additional notifications for orders (such as errors or warnings) are displayed:

o"Order notifications" defines which priority levels are displayed in the order list.

o"Show notification level" turns the prioritization of order-related notifications on or off. If the prioritization is turned off, all notifications use the same icon.

o"Hide notification icon Ship/return label received": You may receive many notifications regarding the successful creation of DHL labels. Select this checkbox if you do not want to see these notifications. You can hide the notifications in the order list and/or the orders' "Notes & History" tab.

•Define how long after the initial shipment returns can be processed without triggering a warning message.

•Define if refunds include shipping costs.

•Define whether to refund order-related services for full returns/cancellations.

MENU ITEM GOODS ISSUE

This section is only relevant to you if you use "Orders > Goods issue" (described here) to create dispatch advices. It only affects order processing when it is done in that menu (not, for example, via the order list).

•Choose whether ship codes (for tracking shipments) are predefined during order processing.

•Select whether ship codes are validated.

MENU ITEM SCAN DESKTOP

This section is only relevant if you process orders and/or returns using a barcode scanner and the Scan Desktop ("Orders > Scan desktop"; described here).

Checkboxes

•Automatically cancel unscanned articles: When creating dispatch advices, articles that were not scanned are cancelled automatically.

•Allow returns scanning only with order reference: When this checkbox is not selected users can scan returns without putting in an order or return ID first. Most channels do not support this.

•Book return quantity automatically in stock at scanning: When a user scans a returned article, the available stock for that article is increased by 1.

•Print shipping label after "Complete order": When a user completes an order, TB.One prints the shipping label.

•Print invoice after "Complete order": When  a user completes an order, TB.One prints the invoice.

•Print invoice after "Complete order": When  a user completes a return, TB.One prints the credit note.

Pre-Assign Field "Refund Shipping Costs"

When you process returns using the scan desktop, you may select a checkbox to refund shipping costs. Define here, if TB.One should automatically pre-select this checkbox.

•Never credit: The checkbox is never pre-selected.

•Always at full return: The checkbox is pre-selected when all of an order's articles are returned.

•Full returns >40€: The checkbox is pre-selected when all of an order's articles are returned and the order value exceeds 40€.

Refund shipping costs (cancellations)

•Never credit: Cancellations don't cause shipping costs to be refunded.

•At full cancellation: Only full cancellations cause shipping costs to be refunded.

Article Related Order Services (for Returns)

•Never credit: The services are never refunded.

•Credit pro rata: A share of the order services is refunded, that depends on the amount of articles returned.

•Credit in total: All services that were billed for the order are refunded (even for partial returns).

Article Related Order Services (for Cancellations)

•Never credit: The services are never refunded.

•Credit pro rata: A share of the order services is refunded, that depends on the amount of articles cancelled.

•Credit in total: All services that were billed for the order are refunded (even for partial cancellations).

Credit Order Related Order Services (at Full Return)

•Never credit: The services are never refunded.

•Credit in total: All services that were billed for the order are refunded.

Credit Order Related Order Services (at Full Cancellation)

•Never credit: The services are never refunded.

•Credit in total: All services that were billed for the order are refunded.

Print Delivery Note After "Complete Order"

Select all channels where you want to print a delivery note when a users selects "Complete Order" in the Scan Desktop.

STATISTICS - EXPORT

In the section "Statistics - export", select whether exports via "Home > Statistics > Orders" should include billing and shipping (consignee) addresses.

PRINTER ICON IN LIST PRINTS

Define whether order data sheets or delivery notes are printed when you click the printer icon in the order list (see Fig.2).

EMAIL NOTIFICATION AT ORDER RECEPTION

Enter if/how often you would like to be notified of the reception of (pending) orders by e-mail at "E-mail notification at new orders". Enter the target e-mail address(es) at "Admin > User > Mailing lists".

ANONYMISATION OF PERSONAL DATA

According to the GDPR EU-regulation, personal data must not be saved longer than absolutely necessary. To facilitate the deletion of personal data, use this feature. Here, you can configure channel specific deletion times (see Fig.3).

For detailed information about this feature, go to the page "Automatic Anonymization of Order Data (GDPR)".