Change global order setting defaults
Find out how to set the default order controls for all of your customers.
On this page:
- Overview
- Change global order setting defaults
- Review available order settings
- Order Minimum ($)
- Cut-off Time
- Delivery Days
- Order Reminders
- Override Restrictions
- Order Desk Email or General Email
- Auto Order Desk Email & Auto Order Desk Phone (view only)
- Holidays
- Order Discrepancy Alerts
- Preserve Cart Item Order
Overview
The Cut+Dry app offers you control of ordering behavior across your entire customer base, while also allowing for individual customer-specific adjustments.
Tip: Individual customer adjustments are made on a customer's profile page—these changes override the global defaults set according to this article. For more information, refer to Change customer-specific settings.
Follow these steps to set up your customer ordering setting defaults.
Change global order setting defaults
- Select Settings, then Orders from the navigation menu.
- Edit the fields as desired.
Tip: If a field on this page is not editable, it is likely hard-coded from your ERP integration and cannot be manually modified.
- Select Save Changes.
- Consider reviewing your customer accounts to override individual settings where necessary.
Review available order settings
Order Minimum ($)
This sets a minimum order value for all customers.
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Cut-off Time
Establish the standard order cut-off time for all customers.
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Delivery Days
Add or remove the operating days for your company.
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Order Reminders
Toggle on emailed and/or texted order reminders according to your customized configuration parameters. For more information, refer to Configure order reminder notifications.
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Override Restrictions
Select checkboxes to set global restrictions on your customers' ordering behavior.
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Order Desk Email or General Email
Enter an email address to be used by the app as the sender, when email is sent to customers from your company.
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Auto Order Desk Email & Auto Order Desk Phone (view only)
Check the forwarding email and/or phone to be used when the Order Desk is enabled; emails and voicemails forwarded to these are automatically converted to draft orders.
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Holidays
Add company-wide holidays to prevent customers from requesting deliveries on days your business is closed.
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Order Discrepancy Alerts
Toggle on email notifications to your Salespersons whenever an order quantity differs from the allocated or confirmed quantity (a.k.a. "reported shortages").
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Preserve Cart Item Order
Toggle on to have items in a customer's Cart show in the order they were added. If toggled off, Cart items are sorted by category.
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