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System Settings

Customer Order Settings

All Plans

The Customer Order Settings section allows you to configure how orders work in CloudBridal. These settings control order statuses, default behaviors, display preferences, and automation rules to streamline your order management process.

Contents

Order Status Configuration

Control how order statuses appear and behave in your system:

  • Default Order Status: Choose whether new orders start as "New" or "Ordered" status. This is particularly useful if you primarily deal with custom items that don't need vendor ordering.
  • Show Work In Progress Status: Enable to track orders currently in alterations or customization.
  • Show Work Finished Status: Enable to track orders that have completed alterations but aren't yet picked up.
  • Show In Storage Status: Enable to track items placed in longer-term storage.

Order Workflow Settings

Configure how orders behave when created and managed:

  • Default Order Dates to Today's Date: When enabled, status transition dates automatically set to the current date. For example, changing from "Ordered" to "Arrived" will set the Arrival Date to today.
  • Action After Creating New Order: Choose what happens immediately after creating a new order, helping streamline your workflow.

Display Preferences

  • Only Show Main Item in Orders List: When enabled, multi-item orders will only display their main item in the orders list, creating a more concise view.

Smart Order Helpers

Ultimate Plan

Create automated rules to apply fees, discounts, or other actions based on specific conditions:

  1. Click Add Smart Order Helper to create a new rule
  2. Configure conditions that trigger the rule:
    • Order Types (special orders, from inventory, etc.)
    • Item Types (gowns, accessories, etc.)
    • Customer Types
    • Specific Vendors
    • Application Scope (all orders or specific types)
  3. Choose the action to take when conditions are met
  4. Set the rule as active or inactive

Smart helpers can significantly reduce manual work by automating repetitive tasks based on your business rules.

Rental Settings

Ultimate Plan

If your business offers rentals, configure these specialized settings:

  • Enable Rentals: Turn on rental functionality for your store
  • Enable Measurements for Rentals: Allow measurement tracking for rental items
  • Rental Reservation Window: Configure how many days before and after an event date to reserve rental items

Order Field Requirements

  • Default Fields: Set whether various default measurement fields are required to save an order. This helps ensure critical data is collected before proceeding.

Additional Fees Settings

  • Alterations Is Tax Inclusive: When enabled, alteration amounts entered include tax. When disabled, tax is calculated in addition to the entered amount.
  • Additional Work Is Tax Inclusive: When enabled, additional work amounts entered include tax. When disabled, tax is calculated in addition to the entered amount.
  • Additional Fees Is Tax Inclusive: When enabled, additional fee amounts entered include tax. When disabled, tax is calculated in addition to the entered amount.

For multi-item orders, you can control whether these fees apply once per order or once per item:

  • Allow Alterations on Additional Items: When enabled, you can add alteration fees to each item in a multi-item order
  • Allow Additional Work on Additional Items: When enabled, you can add additional work fees to each item in a multi-item order
  • Allow Additional Fees on Additional Items: When enabled, you can add additional fees to each item in a multi-item order

Custom Order Fields

Extend order forms with additional fields to capture information specific to your business:

  1. Enable custom fields by checking "Use Custom Fields for Order"
  2. Click Add Custom Order Field to create new fields
  3. Configure each field's properties:
    • Field name and type (text, number, date, dropdown, etc.)
    • Whether the field is required
    • Default values
    • Display options and limitations

Custom fields appear on the order form and can be used in reports and order management.

Custom Measurement Fields

You can create custom measurement fields to replace or supplement the default measurement fields:

  1. Click Add Measurement Field to create a new measurement field
  2. Configure the field properties as with regular custom fields
  3. Specify which inventory item types this measurement applies to

Custom measurement fields appear in the Measurements section of the order form.

Additional Settings

For information about sales tax configuration, please see the Sales Tax Settings documentation.

FAQs

Q: Can I change order statuses after setting them up? A: Yes, you can enable or disable optional order statuses at any time. Orders currently using a status you disable will retain that status until changed.

Q: How do Smart Order Helpers affect existing orders? A: Smart Order Helpers only apply to new orders or when an order's conditions change to match the helper's rules. They don't retroactively modify existing orders.

Q: Can I have different custom fields for different types of orders? A: Yes, when creating custom fields, you can specify which order types they apply to, allowing you to have different fields for different order scenarios.

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