Order Naming Convention

Task/Problem Overview

This KB article is intended to highlight what determines the order name.

Saving An Order

• When you create a new Quote, enter a customer, and hit the Save button, the Save As screen is displayed. This same screen also appears when you use the Save As option in the Order menu when duplicating an order. A generic order name is populated in the field. This will be the order name followed by the date. You have the option to override the order name with anything you want. Once you hit the Save button, the order name is now assigned.

• It is important to realize that if you now decide to change the Order Name on this order, you can double click the gray name at top left of the order and rename the Quote or Order

• You have the ability to manually change the order name. Simply double click the order name text in the upper left part of the screen, and a New Object Name window will come up. Now you can type in anything you want.

Use Job/Release In Order Naming

• There is a setting that allows you to use the job/release in the order name instead. This setting can be found under Administration >> Warehouses >> Shipping Settings.

• When selected, the job/release will be used in lieu of the customer name.