Informational: Configurations- Orders/Quotes

Informational: Configurations- Orders/Quotes


This article will cover the Orders/Quotes tab under Configurations.




  1. Orders:
  1. Order Reminder Days: If you have a front-end website, this will remind customers to come back and finish check-out if they’ve left items in their cart.
  2. Decimal Points: This field sets the number of decimal places you want to show on pricing. An example of this is 4 points, showing 50.1234, or 2 points showing 50.12.
  3. Order ID Starts From: Set your starting ID number for orders inside Zangerine. This function allows you to clearly differentiate between orders created before using Zangerine and orders made within Zangerine.
  1. Note: Set this number higher than your last order in your previous software so as to make a clear distinction between them.
  2. Note: Once this number is set do not change it, as you could end up with duplicate order numbers.
  1. Order Return Days: If you have RMA’s setup on your website, this sets the amount of time your customers have to initiate a return.
  2. Default Order Status: Set the first Status given to new Sales Orders.
  1. Note:  All orders still start out as “abandoned” but this pre-selects the status to save it to when creating an order.
  1. Send Email Confirmation: Enables an auto-email Order Acknowledgement email to be sent out when creating orders within Zangerine.
  2. Copy Additional Reps: Allows you to generate Sales Orders and copy all attached sales reps associated with the customer to it, instead of the default option of copying the first rep on it.

  1. Quotes:
  1. Expiration: Set how many days a quote is good for until the offer is no longer valid to your customer.
  1. This will disable the accept button from working within the email sent...
  1. Reminder: Set the number of days until a reminder email is sent to your customer about your offered quote.
  2. Quotes Starts From: Set your starting ID number for quotes inside Zangerine. This function allows you to clearly differentiate between quotes created before using Zangerine and quotes made inside Zangerine.
  1. Note: Set this number higher than your last quote so as to make a clear distinction between them.
  2. Note: Once this number is set do not change it, as you could end up with duplicate quote numbers.

  1. Orders Colored Tags/Flags:
  1. Customizable messages for the tags.
  2. Can be used as alternatives to statuses.
  3. Added inside an order.
  4. Appear on mobile picking devices in front of a Sales Order.
  5. Can filter to only see orders with certain tags on them.

  1. Order Statuses:
  1. You can enable or disable statuses you want to use on your orders.
  1. Note: Be careful not disable statuses that are currently in use on orders, or you will not be able to search for them.
  2. Take care that none of your automated processes set an order to a disabled status or the order will have appeared to “disappear”.

  1. Committed Quantity Order Statuses:
  1. This allows you to choose when the system will reserve stock for certain orders.
  2. Once an order is set to the pre-chosen statuses, the items in the order will become committed quantity, so other customers cannot also try to order them.
  1. Note: make sure to enable the statuses on Order Statuses that you want to also be marked as committed, or your inventory will never be marked as committed on orders.



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